Manager, Municipal Bonds

Baker Tilly • Mishawaka, IN

330d

About The Position

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers – New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion.

Requirements

• A bachelor’s degree within business, finance, accounting, or public administration, MBA/MPA desirable but not a requirement.
• This position requires the candidate to pass and obtain Series 50 license.
• Five (5) plus years of progressive related consulting experience, including at least one (1) year serving as a project manager in managing similarly sized projects as described.
• Knowledge of public sector operations broadly, specific knowledge or experience in a public sector setting - state or local government, public utility, and K-12 schools.
• Demonstrated management, analytical, organization, interpersonal, project management, communication skills, and highly developed Microsoft Suite skills (Word, Excel) required.
• Ability to provide exceptional client service, demonstrate commitment to continuous learning in order to stay current regarding applicable strategies, see the 'big picture' as well as the details, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of duties.

Nice To Haves

• MBA/MPA desirable but not a requirement.

Responsibilities

• Assist public sector entities, mainly cities, towns, counties, redevelopment commission and economic development organizations, on their public finance needs and manage several projects simultaneously.
• Assist on management consulting projects for public sector organizations through financial management reporting, budget preparation and analysis, capital project planning, comprehensive financial planning, issuance of municipal bonds, utility rate studies, and related client services.
• Gathering data.
• Preparing financial reports, research, and analysis.
• Participating in client and working group meetings.
• Presenting information to groups and clients.
• Learn and grow from direct on the job coaching and mentoring along with participating in firm wide learning and development programs.
• Utilize your entrepreneurial skills to network and build strong relationships internally and externally with clients.
• Serve on client projects and assist in management of client relationships.
• Document and analyze processes, internal controls, and workflow to identify opportunities for improvement.
• Ensure alignment of resources – people, process, and technology – with key strategic goals and priority service areas.
• Develop tactical approaches to implement changes in strategy, service delivery, technology and/or policy.

Benefits

• An amazing career experience working with some of the most entrepreneurial partners in the field.
• Resources and support to continually sharpen technical skills and build your career.
• Friendships, social activities and team outings that encourage a work-life balance.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Bachelor's degree