Financial Services, Senior Consultant

Baker Tilly • New York, NY

21h • $86,660 - $164,300 • Hybrid

About The Position

Baker Tilly is hiring for a Financial Services Senior Consultant! 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 Senior 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 Senior 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.

Requirements

• Two (2) plus years' experience in a large accounting firm in audit, financial advisory service line for financial services is preferred
• Bachelor’s degree in accounting, finance or related field
• Certified public accountant (CPA) 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.
• 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 is a plus.
• 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
• Ability to travel and work in a hybrid environment

Responsibilities

• Actively participate in projects focused on the following service offerings: Finance Performance Improvement Business Analytics and Decision Support Financial Accounting Advisory Services Transaction Support Finance Transformation Internal Controls design and remediation. Program/Project Management
• Participate actively in the team’s work on a project (i.e. “roll up your sleeves” and work with the team)
• Interact directly with managers and partners on matters related to client and engagement management
• Strengthen existing client relationships by providing outstanding client service
• Communicate with business owners, executive management, investors, lenders and other sophisticated parties to ensure delivery of exceptional client service
• 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
• Demonstrate excellent team skills, positive attitude and high ethical standards

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level