Manager, CFO Advisory - Financial Services

Baker Tilly•San Francisco, CA

21h

About The Position

Baker Tilly is seeking a Manager to join their growing Financial Advisory Services (FAS) practice. This role is crucial in helping the firm achieve its vision of becoming the leading middle market advisory firm. The FAS team assists CFOs, Controllers, and Finance Directors in improving financial reporting processes, adding value to business operations, and enabling finance executives to achieve significant and sustainable performance through technical analysis and process improvement. Clients range from emerging growth companies to publicly traded companies across financial service sectors. The team comprises practitioners nationwide with diverse multi-disciplines and experiences, including former Chief Financial Officers, Controllers, financial statement auditors, and financial analysts. The practice focuses on solving problems and making improvements to free up finance organizations to focus on business growth and improvement.

Requirements

6+ 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.
Certified Public Accountant (CPA) or CMA.
Knowledge and ability to use appropriate tools, applications, and accounting and finance concepts for analysis.
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 their role in data consolidation, reporting, analytics, and addressing business requirements.
High motivation, initiative, and positive attitude.
Excellent organizational skills with a demonstrated ability to multitask and handle multiple priorities.
Advanced modeling and Excel skills.
Experience conducting complex quantitative and qualitative financial analysis and generating 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.
Ability to comfortably interact with senior level client personnel, including supporting the preparation of and participating in executive briefings.

Nice To Haves

Skills with Power BI and/or Tableau.
Versatile people with the ability to take on new responsibilities.
Broader controllership and operational experience including finance transformation.
Genuinely interesting people with the ability to build relationships, negotiate and think in unique and creative ways.
Confident leader with a curious mind and the ability to solve complex issues.

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.
Participate actively in project work, demonstrating a hands-on approach.
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, acting as a mentor.
Demonstrate excellent team skills, positive attitude, and high ethical standards.
Lead by example to positively impact employee morale and build an inclusive culture.
Set and achieve challenging profitability, billing, and collection objectives.
Develop and maintain relationships with colleagues and engagement/project teams.
Regularly identify opportunities, recommendations, and additional firm services that could benefit clients.