Risk Advisory Services Principal

Baker Tilly•San Diego, CA

About The Position

Baker Tilly is seeking a Risk Advisory Services Principal to join their growing National Practice. This role offers an opportunity to provide leadership, management, and strategic direction within the Risk Advisory practice, focusing on exceptional client service, associate development, and financial success. The Principal will translate firm vision into actionable plans, collaborate on sales and marketing strategies, and ensure the delivery of high-quality products and services. This position involves deep client interaction to understand their businesses and risks, providing strategic advice, and assessing/managing business risks across various areas like operational audit, ERM, and SOX compliance. The role also requires significant new business development and effective communication with clients and internal teams.

Requirements

Bachelor’s Degree in Accounting, Accounting Information Systems, or related program
CPA, CIA or equivalent designation(s) required
Twelve (12)+ year(s) experience with risk advisory, internal/external audit, business process reengineering, and/or internal controls
Seven (7)+ year(s) of supervisory experience, mentoring and counseling associates
Successful track record of building and growing a Risk Advisory practice, including building a team, a client base and managing revenue
Proven track record of new business development
Ability to lead and supervise others, 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 projects.

Nice To Haves

internal audit experience in the technology, real estate, life sciences, financial services or healthcare preferred

Responsibilities

Provide leadership, management and strategic direction with a focus on providing an exceptional client service experience, an environment where associates can learn and grow and financial success obtained through growth and sound fiscal decision making
Translate firm vision and strategy into an actionable business plan, provide specific objectives to be accomplished and monitor progress
Team with marketing to develop sales and marketing plans, investigate and pursue areas for expansion of services within existing client base while also pursuing new clients, actively participate in proposals
Coordinate firm resources to ensure the best products and services are provided to clients
Ensure your team members are provided with meaningful training and development opportunities, are appropriately challenged by increasingly complex work, are presented with timely and thoughtful feedback and are positively recognized for their efforts
Oversee the profitability of the practice to include effective utilization of personnel, appropriate rates for services provided, timely collection of fees
Work closely with client executives and management teams to understand their businesses and assist in identifying and managing financial and operational risks within their business systems to ensure technology risks are managed
Develop in-depth knowledge of clients’ businesses and industries by having direct client interaction while working on multiple aspects of an engagement
Think independently and strategically about your clients’ business, systems and risks providing recommendations for business and process improvements based upon knowledge gained relative to the client’s operations, processes and business objectives
Provide strategic business advice to clients by assisting in the implementation of new processes and controls that address key risks
Assess, manage and optimize business risk across a wide range of areas, including operational audit, enterprise risk management (ERM) and SOX compliance
Review clients' processes and controls against industry frameworks, identifying gaps in design and execution, and communicating issues and recommendations to clients
Be responsible for significant new business development, including identifying, sourcing, pursuing, and winning risk advisory opportunities
Produce comprehensive executive summaries and final reports for delivery to the client, documenting and reviewing engagement work papers in accordance with industry-accepted internal audit methodologies
Act as a valued business advisor, build relationships and communicate effectively with the client to provide superior client service
Lead professional and effective presentations to internal and external audiences