Senior Manager, Client Accounting Services- Small Business

Baker Tilly Virchow Krause, LLP•Frisco, TX

33d

About The Position

It's an exciting time to join Baker Tilly! We are looking for a Senior Manager to join and oversee our Client Accounting Services (CAS) practice. This role will manage all phases of engagement planning and administration for large, complex engagements as well as concurrent engagements. This includes assisting in the effective management of the engagement's staff. Extensive knowledge and application of a specific professional field in an area such as finance, information technology, operations management, supply chain management, employee benefits, public-sector utilities, etc., is required to perform this job. The work is performed within a complex professional field in which information is often not readily available, requiring the highest-level of understanding of a specific professional field. Independent judgment and discretion are required and the work is complex and varied. Serve the Client - understand and exceed our client's needs both internal and external. Plan and manage multiple large projects, programs and engagements independently and autonomously. Identify project risks and develop appropriate mitigation plans. Effectively leverage the roles of engagement Partner/Principal, quality management and subject matter resources in planning, executing, and managing project/engagement activities. Effectively manage the overall financial health of the project. Lead the project / engagement staffing process based on client needs, staff development, availability, and skill requirements. Where appropriate, engage "hands-on" in the development of deliverables and other work packages. Review deliverables with project team members and provide constructive feedback.Lead strategic client communication needs (i.e., steering committee). Coach team on communication expectations for each project and client. Engage clients in difficult conversations when required, appropriately challenging client/sponsor thinking to achieve best solution and manage risk. Act as a trusted advisor to senior executives in client organizations. Introduce change management to clients as part of a complex project, working with the client to build sponsorship of change efforts. Identify unique change needs and work collaboratively to manage change and ensure alignment with engagement and client needs. Develop comprehensive and/ or complex communication plans adapted to each project and client. Grow the Business - contribute to our practice relationships and growth by understanding the market and business impact. Lead by example in demonstrating a client focus, sense of urgency related to sales, business development, and growth. Actively promote a growth and sales orientation to the team. Regularly engage clients in business based conversations to understand needs, challenges, and opportunities. Proactively shape sales efforts leveraging the insights gained through sales research and POV development. Work collaboratively in the sales process to bring best thinking and expertise to each client opportunity. Actively manage personal and/or team based pipelines, applying forecasting, pipeline and opportunity management. Lead business development activities on behalf of team and/or market/service offerings. Adapt mix of business development activities based on needs of team, market/service offering and assets to work with (referral sources, personal network, marketing, etc.).Develop appropriate internal relationships with Firm Partners, Business Developers, Senior Leaders to promote internal referral opportunities and collaboration. Continually enhances and nurtures professional network based on the needs of team and market/service offerings. Lead the creation of strategic, winning proposal approaches, solutions, staffing and pricing. Customizes proposal responses to fit unique client and project situations. Work with Principals, Partners, and Team Leader to establish strategic pricing and investment approaches for each project and client opportunity. Work with team and/or channel, referral source leadership to define program and plan specific to a market/service offering area or team. Work with channel, referral source counterparts to orchestrate co-selling and co-marketing activities. Evaluate progress and effectiveness of channel, referral source activities and adjusts accordingly. Work with team and/or leader to adjust channel referral strategies and plans based on changes to the channel or source (reorganizations, new personnel, new product additions, strategic changes, etc.). Work with team marketing and leadership to establish overall marketing plan specific to the needs of the team or market/service offering area. Participate in marketing campaigns for your respective market/service offering area (working with Marketing). Evaluate the effectiveness of marketing activities and adjusts marketing mix and spend accordingly. Work with client Relationship Manager (RM) to foster the client relationship and develop growth plans adapted from standard SAM toolkit. Drive sales, growth, relationship management activities within select clients. Lead execution and management of SAM creation process and monitoring of SAM activities. Run the Business - contribute to daily operations and management of a predictable and profitable business. Manage all business drivers in a professional services organization in order to operate efficiently and effectively: sales, labor, utilization/capacity, strategic pricing, expense management, CPE, and innovation investment. Review and/or manage client and project billing process for each engagement on a timely basis. Actively manage financials, WIP, AR, planned vs. unplanned write downs, and team expenses and takes ownership of the related processes. Accountable for project inspection preparation activities as appropriate, and facilitate lessons learned discussions. Ensure that deliverables meet quality standards. Ensure that individual / team work is in compliance Develop our People - prioritize talent development, effectively develop your capabilities and those of others. Lead by example in all core values: Collaboration, Integrity, Passion, and Stewardship. Use upward and 360 degree feedback to continue to develop management and leadership skills. Create a learning and teaching environment. Provide timely, constructive feedback to junior staff members. Develop broader talent strategy and management plans for teams and/or market/service offering. Participate in the development and execution of recruiting strategies, take full ownership and consistently make sound recruiting decisions. Develop compelling recruiting profiles for attracting new and experienced hire candidates. Execute our Strategy - deliver on the vision, values, strategies and goals of the business. Interpret overall Firm & Practice vision and strategy and align to a team and/or market/service offering strategy. Clearly communicate the strategies effectively and execute/adapt strategies, as needed. Lead input activities to business planning process. Participate and contribute to Firm business planning process via our group's required contributions. Lead and drive progress on initiatives with strategic guidance from Partners/Principals. Leverage Firm and team's market/service offerings, capabilities, and industry expertise to address existing or new client challenges. Interpret market/service Specialized / Technical - develop and apply knowledge unique to a team, market/service offering or client services focus area. Subject matter expert in specialized area. Consistently apply specialized knowledge in the evolution and advancement of our market/service offerings and identification of potential new market/service offerings. Maintain the highest level of technical competence in the specific technical knowledge competencies / skills for the team.

Requirements

Bachelor's degree in a specialized field required. Master's degree preferred.
Minimum of ten (10) years of related experience; previous related industry and consulting experience highly preferred; a minimum of five (5) years of supervisory responsibilities highly preferred.
Demonstrated management, analytical, organization, interpersonal, project management, communication skills, and highly developed Microsoft Suite skills (Word, Excel) required.
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.
Ability to decompose scope into detailed activities and deliverables, then conduct work package handoff to delivery resources from Baker Tilly, client team, and third party vendors
Superior ability and proven effective oral, written, and interpersonal skills computer software skills appropriate to the specific field
Flexibility to travel to client site as needed and work outside of normal business hours due to client demands

Nice To Haves

Master's degree preferred.
previous related industry and consulting experience highly preferred
a minimum of five (5) years of supervisory responsibilities highly preferred.

Responsibilities

Manage all phases of engagement planning and administration for large, complex engagements as well as concurrent engagements.
Assist in the effective management of the engagement's staff.
Plan and manage multiple large projects, programs and engagements independently and autonomously.
Identify project risks and develop appropriate mitigation plans.
Effectively leverage the roles of engagement Partner/Principal, quality management and subject matter resources in planning, executing, and managing project/engagement activities.
Effectively manage the overall financial health of the project.
Lead the project / engagement staffing process based on client needs, staff development, availability, and skill requirements.
Engage "hands-on" in the development of deliverables and other work packages.
Review deliverables with project team members and provide constructive feedback.
Lead strategic client communication needs (i.e., steering committee).
Coach team on communication expectations for each project and client.
Engage clients in difficult conversations when required, appropriately challenging client/sponsor thinking to achieve best solution and manage risk.
Act as a trusted advisor to senior executives in client organizations.
Introduce change management to clients as part of a complex project, working with the client to build sponsorship of change efforts.
Identify unique change needs and work collaboratively to manage change and ensure alignment with engagement and client needs.
Develop comprehensive and/ or complex communication plans adapted to each project and client.
Lead by example in demonstrating a client focus, sense of urgency related to sales, business development, and growth.
Actively promote a growth and sales orientation to the team.
Regularly engage clients in business based conversations to understand needs, challenges, and opportunities.
Proactively shape sales efforts leveraging the insights gained through sales research and POV development.
Work collaboratively in the sales process to bring best thinking and expertise to each client opportunity.
Actively manage personal and/or team based pipelines, applying forecasting, pipeline and opportunity management.
Lead business development activities on behalf of team and/or market/service offerings.
Adapt mix of business development activities based on needs of team, market/service offering and assets to work with (referral sources, personal network, marketing, etc.).
Develop appropriate internal relationships with Firm Partners, Business Developers, Senior Leaders to promote internal referral opportunities and collaboration.
Continually enhances and nurtures professional network based on the needs of team and market/service offerings.
Lead the creation of strategic, winning proposal approaches, solutions, staffing and pricing.
Customizes proposal responses to fit unique client and project situations.
Work with Principals, Partners, and Team Leader to establish strategic pricing and investment approaches for each project and client opportunity.
Work with team and/or channel, referral source leadership to define program and plan specific to a market/service offering area or team.
Work with channel, referral source counterparts to orchestrate co-selling and co-marketing activities.
Evaluate progress and effectiveness of channel, referral source activities and adjusts accordingly.
Work with team and/or leader to adjust channel referral strategies and plans based on changes to the channel or source (reorganizations, new personnel, new product additions, strategic changes, etc.).
Work with team marketing and leadership to establish overall marketing plan specific to the needs of the team or market/service offering area.
Participate in marketing campaigns for your respective market/service offering area (working with Marketing).
Evaluate the effectiveness of marketing activities and adjusts marketing mix and spend accordingly.
Work with client Relationship Manager (RM) to foster the client relationship and develop growth plans adapted from standard SAM toolkit.
Drive sales, growth, relationship management activities within select clients.
Lead execution and management of SAM creation process and monitoring of SAM activities.
Manage all business drivers in a professional services organization in order to operate efficiently and effectively: sales, labor, utilization/capacity, strategic pricing, expense management, CPE, and innovation investment.
Review and/or manage client and project billing process for each engagement on a timely basis.
Actively manage financials, WIP, AR, planned vs. unplanned write downs, and team expenses and takes ownership of the related processes.
Accountable for project inspection preparation activities as appropriate, and facilitate lessons learned discussions.
Ensure that deliverables meet quality standards.
Ensure that individual / team work is in compliance
Lead by example in all core values: Collaboration, Integrity, Passion, and Stewardship.
Use upward and 360 degree feedback to continue to develop management and leadership skills.
Create a learning and teaching environment.
Provide timely, constructive feedback to junior staff members.
Develop broader talent strategy and management plans for teams and/or market/service offering.
Participate in the development and execution of recruiting strategies, take full ownership and consistently make sound recruiting decisions.
Develop compelling recruiting profiles for attracting new and experienced hire candidates.
Interpret overall Firm & Practice vision and strategy and align to a team and/or market/service offering strategy.
Clearly communicate the strategies effectively and execute/adapt strategies, as needed.
Lead input activities to business planning process.
Participate and contribute to Firm business planning process via our group's required contributions.
Lead and drive progress on initiatives with strategic guidance from Partners/Principals.
Leverage Firm and team's market/service offerings, capabilities, and industry expertise to address existing or new client challenges.
Interpret market/service
Subject matter expert in specialized area.
Consistently apply specialized knowledge in the evolution and advancement of our market/service offerings and identification of potential new market/service offerings.
Maintain the highest level of technical competence in the specific technical knowledge competencies / skills for the team.