Manager, CFO Advisory - Financial Services

Overview

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers – New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards.

Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.

Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.

Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.

Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.

Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.

Job Description:

Our Purpose:

Our purpose is to help build a financial services industry for middle market (company with revenue btw $200 million to $5 billion) in which middle market financial institutions are trusted and flourish, and the global economy is healthy, growing and secure.  If you have a passion for rallying together to solve complex challenges, then join our dynamic growing team.  We help client with transactions life cycle (IPO, SPAC, merger, divesture), implement new accounting (US GAAP or IFRS) or regulatory rules, implement or remediate internal

controls and transform or digitize their finance functions as well as implement ESG, etc...  Sounds interesting?  If this is you, please reach out to us to discuss further your interest and qualifications.

The opportunity:

Our Financial Advisory Services (FAS) team is growing exponentially and as a Manager you’ll play a key role in that growth to help us achieve our vision 2030. Strategy 2030 will navigate us toward our objective of becoming the leading middle market advisory firm, growing to $5 billion and continuing to ascent in the profession.  Working across all key financial service sectors, you’ll develop your career by communicating creative, strategic goals both internally and externally.

It’s all about listening to and understanding our middle market clients to give them a truly exceptional client experience in a field where there really are no off-the-shelf recommendations.

Baker Tilly is currently searching for a Manager to join our FAS practice. Our practice helps CFOs, Controllers, and Finance Directors improve the financial reporting processes to ensure that finance adds value to business operations.  The FAS practice enables finance executives to achieve significant and sustainable performance through technical analysis and process improvement services.

Our clients range from emerging growth companies to publicly traded companies across financial service sectors. Baker Tilly's FAS team is comprised of practitioners across the country. Our goal is to solve problems or make improvements that will free the finance organization up so that they can focus on growing and improving their overall business.

This practice area has professionals with multi-disciplines and experiences that are drawn upon to assist our clients with very practical and hands-on support.  We have senior team members that have served as Chief Financial Officers, Controllers, financial statement auditors, and financial analysts that are all highly credentialed. It is a high performing team that enjoys learning from one another and serving our clients.

Your responsibilities:

Actively participate in projects focused on the following service offerings in financial services:

• US GAAP Advisory
• Business Analytics and Decision Support
• Financial Accounting Advisory Services
• Transaction Support
• Finance transformation
• Program/Project Management
• Supervise, develop and train staff on engagements. Participate actively in the team’s work on a project (i.e. “roll up your sleeves” and work with the team)
• Interact directly with senior managers and partners on matters related to client and engagement management

Strengthen existing client relationships and developing new business opportunities by providing outstanding client service while also expanding our footprints across other functional areas at clients.

• Communicate with business owners, executive management, investors, lenders and other sophisticated parties to ensure delivery of exceptional client service
• Be accessible and anticipate client needs, questions, and issues
• Invest in professional development through active participation in training sessions and networking events both internally and externally

Assist with recruiting activities to include campus recruiting along with referring experienced individuals to the firm and participating in the firm's Employee Referral Bonus Program

• Contribute to firm’s efforts to attract, retain, and develop staff and seniors and act as mentor for other senior & staff
• Demonstrate excellent team skills, positive attitude and high ethical standards
• Lead by example to positively impact employee morale to help build and maintain our inclusive culture

Set and achieve challenging profitability, billing, and collection objectives consistent with circumstances of the engagement, proper utilization of staff, and attention to risk management

Develop and maintain relationships with colleagues in the office, other service lines, and engagement/project teams

Regularly look for opportunities, recommendations, and additional firm services that could benefit or add value to our clients

Successful candidates will have:

• 5+ years' experience in a large accounting firm in audit, financial advisory service line in financial services industry
• Bachelor’s degree in accounting, finance or related
• Certified public accountant (CPA), or CMA preferred

Knowledge and ability to use appropriate tools, applications, and accounting and finance concepts to facilitate analysis. Skills with Power BI and/ or Tableau is a plus.

Current US GAAP and/or IFRS advisory knowledge and application

Exposure to Middle Market financial suite of applications, such as QuickBooks, NetSuite, IntAcct, etc. , their functionality, workflows, automated controls, and associated facilitation of data consolidation, reporting, and robust analytics and their relationship to addressing myriad business requirements

• High motivation, initiative and positive attitude
• Excellent organizational skills with a demonstrated ability to multitask and handle multiple priorities appropriately
• Advanced modeling and excel skills, experience conducting complex quantitative and qualitative financial analysis and ability to generate data-driven insights
• Ability to work autonomously, to meet tight deadlines, and to thrive in a fast-paced environment with shifting priorities
• Excellent verbal and written communication, experience presenting analyses to management and ability to lead and drive initiatives
• Ability to work effectively and thrive in a team environment with all levels of client personnel in various industries
• Ability to comfortably interact with senior level client personnel, including supporting the preparation of and participating in executive briefings

What we look for:

• We’re interested in versatile people with the ability to take on new responsibilities and listen to clients to get things done. We’re not just looking for technical accounting experience but broader controllership and operational experience including finance transformation — we’re after genuinely interesting people with the ability to build relationships, negotiate and think in unique and creative news ways. If you’re a confident leader with a curious mind and the ability to solve complex issues, this role is for you.

The compensation range for this role is $124,910 to $236,800. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.