Risk Advisory Services Principal

Baker Tilly•Tewksbury, MA

About The Position

Baker Tilly is seeking a Risk Advisory Services Principal to provide leadership, management, and strategic direction in its national Risk Advisory practice. The practice helps clients assess risks, develop strategies for changing business environments, and achieve business objectives through expertise in risk, governance, internal audit, compliance, IT, and cybersecurity. The Principal will help translate the firm’s vision into actionable plans, grow the practice, deliver exceptional client service, and support the development of associates. The role works directly with client executives and management teams to understand their businesses and identify and manage financial, operational, and technology risks. The Principal advises clients on business and process improvements, implements processes and controls, assesses and optimizes risk across areas including operational audit, enterprise risk management, and SOX compliance, and reviews controls against industry frameworks. The position also leads business development, oversees engagement quality and practice profitability, and produces client-facing presentations and reports. Travel may be required for client engagements. Work location requirements should be discussed with a Baker Tilly talent acquisition professional.

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.
Demonstrated ability to build and grow 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 on applicable strategies.
Ability to see both the broader business context and details, demonstrate ethical knowledge and commitment, and maintain urgency and quality in completing projects.
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 focused on client service, associate development, and financial success.
Translate firm vision and strategy into an actionable business plan, set objectives, and monitor progress.
Work with marketing to develop sales and marketing plans, pursue service expansion and new clients, and participate in proposals.
Coordinate firm resources to provide appropriate products and services to clients.
Provide associates with training and development, 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 detailed knowledge of client businesses and industries through direct client interaction and engagement work.
Provide recommendations for business and process improvements based on clients’ operations, processes, and objectives.
Advise clients and assist with implementing processes and controls that address key risks.
Assess, manage, and optimize business risk, including operational audit, enterprise risk management, and SOX compliance.
Review client processes and controls against industry frameworks, identify design or execution gaps, and communicate issues and recommendations.
Identify, source, pursue, and win risk advisory business opportunities.
Prepare executive summaries and final reports, and document and review engagement work papers in accordance with accepted internal audit methodologies.
Build client relationships and serve as a trusted business advisor, communicating effectively to deliver superior service.
Lead effective presentations to internal and external audiences.