Manager - Financial Advisory Services (OCFO-Advisory)

Baker Tilly•Miami, FL

About The Position

Baker Tilly is seeking a Manager to join its growing Financial Advisory Services (FAS) practice. The team works with CFOs, Controllers, and Finance Directors to improve financial reporting processes so finance functions can add value to business operations. Its clients range from emerging growth companies to publicly traded companies across financial services sectors. The practice provides practical, hands-on technical analysis and process improvement support, drawing on professionals with experience as CFOs, Controllers, auditors, and financial analysts. The Manager will contribute to the growth of the FAS practice and work across financial services sectors. Projects may support clients throughout transaction lifecycles, including IPOs, SPACs, mergers, and divestitures; implementation of US GAAP, IFRS, and regulatory requirements; internal-control implementation or remediation; finance transformation and digitization; and ESG initiatives. The role combines technical advisory work, project and engagement leadership, client service, staff development, and business development. Baker Tilly describes its purpose as helping build a trusted and flourishing middle-market financial services industry and a healthy, growing, and secure global economy. Its middle-market clients are described as companies with revenue between $200 million and $5 billion. Work location requirements should be discussed with a Baker Tilly talent acquisition professional.

Requirements

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.
Knowledge of and ability to use appropriate tools, applications, and accounting and finance concepts to facilitate analysis.
Knowledge and application of current US GAAP and/or IFRS advisory practices.
Exposure to middle-market financial applications such as QuickBooks, NetSuite, or Intacct, including their functionality, workflows, automated controls, data consolidation, reporting, analytics, and ability to address business requirements.
High motivation, initiative, and a positive attitude.
Excellent organizational skills and demonstrated ability to multitask and manage competing priorities.
Advanced modeling and Excel skills, experience with complex quantitative and qualitative financial analysis, and ability to produce 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 with all levels of client personnel across different industries.
Ability to interact comfortably with senior client personnel, including supporting preparation for and participating in executive briefings.
Ability to build relationships, negotiate, listen to clients, and address complex issues with creative thinking.

Nice To Haves

Certified Public Accountant (CPA) or Certified Management Accountant (CMA) credential preferred.
Power BI and/or Tableau skills.
Broader controllership and operational experience, including finance transformation.

Responsibilities

Participate in projects involving US GAAP advisory, business analytics and decision support, financial accounting advisory services, transaction support, finance transformation, and program/project management.
Work hands-on with engagement teams and contribute actively to project work.
Supervise, develop, and train staff on engagements; mentor senior and staff team members.
Interact 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 expanded work across client functions.
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 firm's Employee Referral Bonus Program.
Contribute to attracting, retaining, and developing staff and seniors.
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-appropriate profitability, billing, and collection objectives while ensuring proper staff utilization and attention to risk management.
Build and maintain relationships with colleagues across the office, service lines, and engagement and project teams.
Identify opportunities, recommendations, and additional firm services that could benefit clients.