Manager - Financial Advisory Services (OCFO-Advisory)
About The Position
Baker Tilly is seeking a Manager to join its growing Financial Advisory Services (FAS) practice, serving middle-market financial institutions and other clients across financial services sectors. The practice helps CFOs, Controllers, and Finance Directors improve financial reporting, technical accounting, and finance operations through analysis and process improvement. Its work includes support across the transactions lifecycle, new accounting and regulatory requirements, internal controls, finance transformation and digitization, and ESG initiatives. Clients range from emerging growth companies to publicly traded companies. The role combines hands-on client project work with staff development, client relationship management, business development, and contributions to the firm’s growth and inclusive culture. The position’s work-location requirements should be discussed with a Baker Tilly talent acquisition professional.
Requirements
- At least 5 years of experience at a large accounting firm in audit or financial advisory services serving the financial services industry.
- Bachelor’s degree in accounting, finance, or a related field.
- Knowledge of current US GAAP and/or IFRS advisory matters and their application.
- Ability to use appropriate tools, applications, accounting concepts, and finance concepts to facilitate analysis.
- Experience with middle-market financial applications such as QuickBooks, NetSuite, or Intacct, including their functionality, workflows, automated controls, and use in data consolidation, reporting, analytics, and business requirements.
- High motivation, initiative, and a positive attitude.
- Excellent organizational skills and demonstrated ability to multitask and manage multiple priorities.
- Advanced financial 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 leading initiatives.
- Ability to work effectively in a team with client personnel at all levels and across industries.
- Comfort interacting with senior client personnel, including supporting preparation for and participating in executive briefings.
Nice To Haves
- Certified Public Accountant (CPA) or Certified Management Accountant (CMA) credential.
- Skills with Power BI and/or Tableau.
- Broader controllership and operational experience, including finance transformation.
- Ability to build relationships, negotiate, think creatively, and solve complex issues.
Responsibilities
- Participate in financial services engagements involving US GAAP advisory, business analytics and decision support, financial accounting advisory services, transaction support, finance transformation, and program or project management.
- Work hands-on with project teams and supervise, develop, and train engagement staff.
- Interact with senior managers and partners regarding client and engagement management.
- Strengthen existing client relationships and develop new business opportunities by delivering outstanding client service and expanding the firm’s work across clients’ functional areas.
- Communicate with business owners, executive management, investors, lenders, and other sophisticated parties to deliver exceptional client service.
- Remain accessible to clients and anticipate their needs, questions, and issues.
- Participate in professional development, training, and internal and external networking events.
- Support recruiting, including campus recruiting, referring experienced candidates, and participating in the Employee Referral Bonus Program.
- Help attract, retain, and develop staff and seniors, and mentor colleagues.
- Demonstrate strong teamwork, a positive attitude, and high ethical standards; lead by example to support employee morale and an inclusive culture.
- Set and achieve engagement profitability, billing, and collection objectives while appropriately utilizing staff and managing risk.
- Build and maintain relationships with colleagues across the office, service lines, and engagement or project teams.
- Identify opportunities and recommend additional firm services that could benefit clients.
Benefits
- Compensation and benefits package for eligible employees.
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What This Job Offers
Job Type
Full-time
Career Level
Manager
