Consultant, Municipal Advisory

Baker Tilly•Overland Park, KS

1d•Hybrid

About The Position

Baker Tilly is currently looking for a consultant to join our Municipal Advisory team located in Kansas City. In this role, you will collaborate with the team and leverage your technical expertise to evaluate and recommend solutions tailored to meet the needs of the client. Engaging with the client directly, you will manage strengthening existing relationships while identifying new business opportunities. Working alongside a team of experienced Municipal Advisors, you will have the opportunity to be coached by our team of industry leaders and allow for continued professional development to achieve your personal career goals.

Requirements

One (1) plus combined and/or concurrent years' experience in government finance, municipal advisory, financial analysis, economic research, or customer facing roles.
Bachelor’s degree in business, economics, finance or related field
Knowledge and ability to use appropriate tools, applications, and accounting and finance concepts to facilitate analysis.
Proficiency with Excel, Power BI and/or other analytical software suites
High motivation, initiative and positive attitude
Excellent organizational skills with a demonstrated ability to multitask and handle multiple priorities appropriately
Intermediate 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
Ability to work effectively and thrive in a team environment

Responsibilities

Develop a comprehensive understanding and the ability to exceed client needs
Begin to establish and manage client relationships through professional service, following through prompt and proactive communication
Support project work with guidance from the team, keeping tasks organized, accurate, and completed on time
Complete assigned work in a timely manner and have an understanding how to follow client and team instructions by asking questions when guidance is needed.
Communicate with clients, executive management and other sophisticated parties to ensure delivery of exceptional client service
Draft professional communications that include, but not limited to: Project Management, Business presentations, Executive communication, External communication
Collaborate with the Municipal Advisory team to expand the business within current and future markets
Maintain a customer focus throughout entire client engagement lifecycle
Build and maintain the Baker Tilly brand and reputation through the entire project / engagement lifecycle.
Develop internal peer network with other Baker Tilly teams
Develop professional network foundations (LinkedIn, alumni network, etc.).
Support sales efforts through research activities
Identify several periodicals, websites, podcasts, etc. that are focused on the industry you serve; commit to regularly reviewing content; try to identify and reflect important trends and developments
Assist in proposal development activities with internal and external constituents
Contribute to daily operations to maintain profitable business line
Demonstrate appropriate rigor and diligence in all required administrative processes and policies (time and expense entry, DayShape entries, performance reviews, continuing education, etc.)
Develop and understanding of firm economics (time and expense entry and management, billing/collections, forecasting, etc.)
Proactively seek billable and productive non-charge opportunities
Read Strategy 2.0 materials to determine which are most relevant to work; discuss any questions you have with your manager or coach
Understand the intersection of your team’s programs and services with the teams we support
Prepare client financial summaries and exhibits
Assist with budget, cash flow, debt, and capital planning analysis
Review financial, audit, bond, and meeting documents
Support bond issuance tasks and closing checklists
Research local government trends, statutes, and market data
Prepare client-ready presentations and summaries
Track project tasks, deadlines, and follow-ups
Join client meetings and document next steps
New hires will be expected to complete Series 50 municipal advisor training through and certification within 18 months of initial hiring date.