Senior Manager, Accounting and Financial Advisory Services

Baker Tilly•New York City, NY

19h

About The Position

Baker Tilly is currently searching for a Senior Manager to join our CFO Accounting Advisory practice. As a Senior Manager in CFO Accounting Advisory, you will provide strong leadership, communication, project management, and team building skills to your teams to solve a particular business problem or improve a particular process, generally related to the finance or accounting functions of the client’s organization. You will collaborate with managers and partners within the group as you review work product and participate actively in client meetings and planning efforts. You will work with Financial Advisory Partners and others, as well as independently, to identify and pursue business development initiatives and to win specific engagement opportunities through scoping and budgeting engagement needs.

Requirements

Eight (8+) years' experience in a large accounting firm in audit, financial advisory or transaction service lines
Five (5)+ years’ of supervisory experience, mentoring and counseling associates
Relevant bachelor’s degree in accounting, finance or related
Certified public accountant (CPA)
High motivation, initiative and positive attitude
Excellent organizational skills with a demonstrated ability to multitask and handle multiple priorities appropriately
Intermediate modeling and excel skills, experience conducting complex quantitative and qualitative financial analysis and ability to generate data-driven insights
Ability to work autonomously, to meet tight deadlines, and to thrive in a fast paced environment with shifting priorities
Excellent verbal and written communication, experience presenting analyses to management and ability to lead and drive initiatives
Ability to work effectively and thrive in a team environment with all levels of client personnel in various industries
Ability to comfortably interact with senior level client personnel, including supporting the preparation of and participating in executive briefings, board meetings, and investor presentations

Responsibilities

Lead efforts to achieve client satisfaction through engagement oversight and interaction with client executives and engagement sponsors
Be accessible and anticipate client needs, questions, and issues
Schedule internal and external deadlines to meet client expectations for delivery
Interact at the highest levels of client organizations
Resourceful at gaining exposure to client activities offering potential for application of firm services
Display broad understanding of activities and interests of other disciplines and play pivotal role in gaining client interest
Establish record of gaining client use of wide range of firm services
Set and achieve challenging profitability, billing, and collection objectives consistent with circumstances of the engagement, proper utilization of staff, and attention to risk
Handle heavy load, including complex/demanding clients
Achieve high visibility for delivery of quality services in both routine and complex situations requiring innovation while being sought out as consulting resource
Understand firm’s strategy, practice areas, and service offerings and participate in proposals and presentations leading to new engagements
Create opportunities to gain new clients
Develop and maintain relationships with colleagues in the office, other service lines, and engagement/project teams
Regularly look for opportunities, recommendations, and additional firm services that could benefit client
Play major role in implementation of technical/industry/functional programs while being acknowledged as an expert in the firm
Lead by example to positively impact employee morale
Contribute to firm’s efforts to attract, retain, and develop staff and managers and act as mentor for other managers and senior staff
Attains positions of leadership in designated business/professional organizations providing advantageous new business opportunities