Risk Advisory Services Principal

Baker Tilly•Shelton, CT

About The Position

Baker Tilly is seeking a Risk Advisory Services Principal to provide leadership, management, and strategic direction within its national Risk Advisory practice. The practice helps clients assess risks, develop strategies, and achieve business objectives through expertise in risk, governance, internal audit, compliance, IT, and cybersecurity. The Principal will translate firm strategy into actionable business plans, support practice growth and financial performance, develop and manage teams, and provide clients with strategic advice on financial, operational, and technology risks. The role includes significant business development, engagement leadership, client relationship management, and delivery of high-quality risk advisory services. Travel may be required for client engagements.

Requirements

Bachelor’s degree in Accounting, Accounting Information Systems, or a related program.
CPA, CIA, or equivalent designation required.
At least 12 years of experience in risk advisory, internal or external audit, business process reengineering, and/or internal controls.
At least 7 years of supervisory experience, including mentoring and counseling associates.
Successful track record of building and growing a Risk Advisory practice, including building a team and client base and managing revenue.
Proven track record of new business development.
Ability to lead and supervise others and provide exceptional client service.
Commitment to continuous learning and staying current regarding applicable strategies.
Ability to see both the big picture and details, demonstrate appropriate ethical knowledge and commitment, and show urgency and commitment to quality and timely project completion.
Ability to travel as needed for client engagements.

Nice To Haves

Internal audit experience in healthcare, Life Sciences, or Technology.

Responsibilities

Provide leadership, management, and strategic direction, focusing on exceptional client service, associate development, and financial success through growth and sound fiscal decisions.
Translate firm vision and strategy into an actionable business plan, establish objectives, and monitor progress.
Work with marketing to develop sales and marketing plans, pursue service expansion within existing clients, develop new clients, and participate in proposals.
Coordinate firm resources to ensure clients receive appropriate products and services.
Provide team members with training and development, appropriately challenging work, timely feedback, and recognition.
Oversee practice profitability, including personnel utilization, service rates, and timely fee collection.
Work with client executives and management teams to understand their businesses and identify and manage financial, operational, and technology risks.
Develop in-depth knowledge of clients’ businesses and industries through direct client interaction and work across engagement areas.
Provide independent, strategic recommendations for business and process improvements based on client operations, processes, and objectives.
Advise clients on implementing processes and controls to address key risks.
Assess, manage, and optimize business risk across areas including operational audit, enterprise risk management, and SOX compliance.
Evaluate client processes and controls against industry frameworks, identify design or execution gaps, and communicate issues and recommendations.
Identify, source, pursue, and win risk advisory opportunities as part of significant new business development.
Prepare executive summaries and final client reports, and document and review engagement work papers in accordance with accepted internal audit methodologies.
Build client relationships and communicate effectively to provide superior client service.
Lead professional presentations for internal and external audiences.