Manager, CFO Advisory - Financial Services
About The Position
Baker Tilly is seeking a Manager to join their growing Financial Advisory Services (FAS) practice within the financial services industry. This role is crucial in helping the firm achieve its vision of becoming the leading middle market advisory firm. The Manager will work across key financial service sectors, developing creative and strategic goals, and providing exceptional client experiences by understanding the unique needs of middle market clients. The FAS practice focuses on improving financial reporting processes, enabling finance executives to achieve sustainable performance through technical analysis and process improvement. Clients range from emerging growth to publicly traded companies. The team comprises multi-disciplined professionals with diverse experiences, including former CFOs, Controllers, and financial statement auditors, who provide practical, hands-on support. The team fosters a high-performing environment that values learning from one another and serving clients effectively.
Requirements
- 5+ years' experience in a large accounting firm in audit or financial advisory service line within the financial services industry.
- Bachelor’s degree in accounting, finance, or related field.
- Current US GAAP and/or IFRS advisory knowledge and application.
- Exposure to Middle Market financial suite of applications (e.g., QuickBooks, NetSuite, IntAcct), their functionality, workflows, automated controls, and associated facilitation of data consolidation, reporting, and robust analytics.
- 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, meet tight deadlines, and thrive in a fast-paced environment with shifting priorities.
- Excellent verbal and written communication skills, 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.
Nice To Haves
- 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.
Responsibilities
- Actively participate in projects focused on US GAAP Advisory, Business Analytics and Decision Support, Financial Accounting Advisory Services, Transaction Support, Finance transformation, and Program/Project Management.
- Supervise, develop, and train staff on engagements, and actively participate in project work ('roll up your sleeves').
- Interact directly with senior managers and partners on client and engagement management.
- Strengthen existing client relationships and develop new business opportunities by providing outstanding client service and expanding the firm's footprint.
- Communicate with business owners, executive management, investors, lenders, and other sophisticated parties to ensure 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.
- Assist with recruiting activities, including campus recruiting and referring experienced individuals.
- Contribute to the firm's efforts to attract, retain, and develop staff and seniors, and act as a mentor.
- Demonstrate excellent team skills, a positive attitude, and high ethical standards.
- Lead by example to positively impact employee morale and help build and maintain an inclusive culture.
- Set and achieve challenging profitability, billing, and collection objectives.
- 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 clients.
Benefits
- Employee Referral Bonus Program
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Manager
