Manager - Financial Advisory Services (OCFO-Advisory) - BPB & Anchin Conversion

Baker Tilly•Miami, FL

2d•$82,500 - $227,700

About The Position

Baker Tilly is seeking a Manager to join its Financial Advisory Services (FAS) practice, which helps CFOs, Controllers, and Finance Directors improve financial reporting processes and enable finance organizations to contribute value to business operations. The team provides technical analysis and process improvement services to help finance executives achieve sustainable performance. Clients range from emerging growth companies to publicly traded companies across financial services sectors. The role supports clients through work such as transaction life-cycle activities, accounting and regulatory implementations, internal-control implementation or remediation, finance transformation and digitization, and ESG initiatives. The Manager will contribute to the growth of the FAS practice while developing client relationships, leading and participating in engagements, and supporting staff development. The practice serves middle-market financial institutions and works across multiple financial-services sectors. Work location arrangements should be discussed with a Baker Tilly talent acquisition professional. The stated pay range is $82,500 to $227,700. Actual compensation depends on relevant factors such as skills, experience, qualifications, degrees, certifications, work arrangements, and geographic location. Baker Tilly offers a comprehensive compensation and benefits package to eligible employees.

Requirements

Must have a current, accepted offer with Baker Tilly (formerly Anchin or Berkowitz Pollack Brant).
At least 5 years of experience in a large accounting firm in audit or a financial advisory service line serving the financial services industry.
Bachelor’s degree in accounting, finance, or a related field.
Current US GAAP and/or IFRS advisory knowledge and application.
Knowledge and ability to use appropriate tools, applications, and accounting and finance concepts to facilitate analysis.
Exposure to middle-market financial applications such as QuickBooks, NetSuite, or Intacct, including their functionality, workflows, automated controls, data consolidation, reporting, analytics, and relationship to business requirements.
Advanced modeling and Excel skills, with experience conducting complex quantitative and qualitative financial analysis and generating data-driven insights.
Excellent organizational skills and demonstrated ability to multitask and appropriately manage multiple priorities.
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 with all levels of client personnel in a team environment across various industries.
Ability to interact comfortably with senior-level client personnel, including supporting preparation for and participating in executive briefings.
High motivation, initiative, and a positive attitude.

Nice To Haves

Certified public accountant (CPA) or Certified Management Accountant (CMA) credential preferred.
Skills with Power BI and/or Tableau are a plus.
Broader controllership and operational experience, including finance transformation.
Ability to build relationships, negotiate, think creatively, and solve complex issues.

Responsibilities

Participate actively in financial-services projects involving US GAAP advisory, business analytics and decision support, financial accounting advisory services, transaction support, finance transformation, and program or project management.
Supervise, develop, and train staff on engagements, while also contributing directly to project work.
Work with senior managers and partners on client and engagement management matters.
Strengthen existing client relationships and develop new business opportunities through outstanding client service and by expanding the firm’s work across client 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 morale and an inclusive culture.
Set and achieve profitability, billing, and collection objectives, with appropriate staff utilization and risk management.
Develop relationships with colleagues across offices, service lines, and engagement or project teams.
Identify opportunities, recommendations, and additional firm services that could benefit clients.
Support the firm’s growth and vision by communicating strategic goals internally and externally.