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

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 and help finance organizations contribute greater value to business operations. Clients range from emerging growth companies to publicly traded companies across financial services sectors. The practice provides practical, hands-on support through practitioners with experience as CFOs, Controllers, financial statement auditors, and financial analysts. The role supports middle-market financial institutions and companies across the transaction life cycle, including IPOs, SPACs, mergers, and divestitures. Work may also involve implementing US GAAP or IFRS accounting and regulatory requirements, implementing or remediating internal controls, transforming or digitizing finance functions, and implementing ESG initiatives. The Manager will contribute to the growth of the FAS practice and help deliver an exceptional client experience through technical analysis, process improvement, client relationship development, and team leadership.

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.
Knowledge of current US GAAP and/or IFRS advisory matters and their 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 relevance to business requirements.
High motivation, initiative, and a positive attitude.
Strong organizational skills and demonstrated ability to multitask and manage multiple priorities.
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 in a team environment with client personnel at all levels and across industries.
Ability to interact comfortably with senior client personnel, including supporting the preparation of and participating in executive briefings.
Ability to build relationships, negotiate, think creatively, lead confidently, and solve complex issues.

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.

Responsibilities

Participate 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.
Work directly on project engagements alongside the team.
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 by providing outstanding client service and 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.
Anticipate client needs, questions, and issues and remain accessible to clients.
Participate in professional development, training, and internal and external networking activities.
Assist with recruiting, including campus recruiting, referring experienced candidates, and participating in the Employee Referral Bonus Program.
Contribute to attracting, retaining, and developing staff and seniors.
Promote positive team morale and help build and maintain an inclusive culture through leadership by example.
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, recommendations, and additional firm services that could benefit clients.