Senior Manager, CFO Advisory - Financial Services

Baker Tilly•San Francisco, CA

11d•$179,850 - $340,970

About The Position

Baker Tilly is seeking a Senior Manager to join its CFO Advisory practice. The role provides leadership, communication, project management, and team-building support to teams addressing client business problems or improving processes, generally in finance and accounting functions. The Senior Manager collaborates with managers and partners to review work, participate in client meetings and planning, and deliver advisory services. The role also works with Transaction and Financial Advisory Partners and others, as well as independently, to identify and pursue business development opportunities, scope engagements, and develop budgets.

Requirements

At least eight years of experience at a large accounting firm in audit, financial advisory, or transaction service lines.
At least five years of supervisory experience, including mentoring and counseling associates.
Relevant bachelor’s degree in accounting, finance, or a related field.
High motivation, initiative, and a positive attitude.
Excellent organizational skills and demonstrated ability to multitask and manage multiple priorities.
Intermediate financial modeling and Excel skills, experience conducting complex quantitative and qualitative financial analysis, and ability to generate data-driven insights.
Ability to work autonomously, meet tight deadlines, and thrive in a fast-paced environment with shifting priorities.
Excellent verbal and written communication skills; experience presenting analyses to management and leading initiatives.
Ability to work effectively in a team environment with client personnel at all levels and across industries.
Ability to interact comfortably with senior-level client personnel, including supporting preparation for and participating in executive briefings, board meetings, and investor presentations.

Nice To Haves

Certified public accountant (CPA).

Responsibilities

Lead efforts to achieve client satisfaction through engagement oversight and interaction with client executives and engagement sponsors.
Remain accessible and anticipate client needs, questions, and issues.
Schedule internal and external deadlines to meet client delivery expectations.
Interact with senior personnel across client organizations.
Seek exposure to client activities that may offer opportunities to apply the firm’s services.
Understand the activities and interests of other disciplines and help generate client interest in the firm.
Build a record of gaining client use of a broad range of firm services.
Set and achieve appropriate engagement profitability, billing, and collection objectives while managing staff utilization and risk.
Manage a heavy workload, including complex and demanding clients.
Deliver quality services in routine and complex situations, using innovation as needed, and serve as a consulting resource.
Understand the firm’s strategy, practice areas, and service offerings; participate in proposals and presentations that lead to new engagements.
Create opportunities to gain new clients.
Develop and maintain relationships with office colleagues, other service lines, and engagement and project teams.
Identify opportunities, make recommendations, and propose additional firm services that could benefit clients.
Play a major role in implementing technical, industry, and functional programs and be recognized as an expert within the firm.
Lead by example and positively affect employee morale.
Help attract, retain, and develop staff and managers, and mentor other managers and senior staff.
Attain leadership positions in designated business or professional organizations that provide advantageous business opportunities.