Senior Manager - Financial Advisory Services (OCFO Advisory)

Baker Tilly•West Palm Beach, FL
•$113,300 - $262,300

About The Position

Baker Tilly is hiring a Senior Manager for its Financial Advisory Services (OCFO Advisory) practice. The role leads client engagements, oversees delivery and client satisfaction, manages engagement economics and risk, develops business opportunities, and contributes to the firm’s technical and industry programs. The Senior Manager also supports staff development and serves as a mentor to managers and senior staff. The role requires experience with Aerospace and Defense and Government Contract clients and the ability to work with senior client executives. The work location status should be discussed with a Baker Tilly talent acquisition professional. The stated pay range is $113,300 to $262,300. Actual compensation depends on factors including skills, experience, qualifications, certifications, work arrangements, geographic location, and business and organizational needs. Baker Tilly offers eligible employees a compensation and benefits package.

Requirements

  • At least eight years of experience in a large accounting firm in audit, financial advisory, or transaction service lines.
  • At least five years of supervisory experience, including mentoring and counseling associates.
  • Experience with Aerospace and Defense and Government Contract clients.
  • Relevant bachelor’s degree in accounting, finance, or a related field.
  • Certified public accountant (CPA).
  • High motivation, initiative, and a positive attitude.
  • Excellent organizational skills and demonstrated ability to multitask and manage multiple priorities.
  • Intermediate 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 ability to lead and drive 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.

Responsibilities

  • Lead efforts to achieve client satisfaction through engagement oversight and interaction with client executives and engagement sponsors.
  • Anticipate client needs, questions, and issues, and remain accessible to clients.
  • Schedule internal and external deadlines to meet client expectations for delivery.
  • Interact with senior leaders across client organizations and seek exposure to client activities where the firm’s services may apply.
  • Understand other disciplines and help generate client interest in a broad range of firm services.
  • Set and achieve engagement profitability, billing, and collection objectives while appropriately utilizing staff and managing risk.
  • Manage a heavy workload, including complex and demanding clients.
  • Deliver quality services in routine and complex situations, including situations requiring innovation, and act 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 and regularly identify recommendations and additional firm services that could benefit clients.
  • Develop and maintain relationships with colleagues across offices, service lines, and engagement or project teams.
  • Play a major role in implementing technical, industry, and functional programs and be recognized as an expert in the firm.
  • Lead by example and positively influence employee morale.
  • Help attract, retain, and develop staff and managers; mentor managers and senior staff.
  • Attain leadership positions in designated business or professional organizations that provide advantageous business opportunities.
  • Support preparation for and participate in executive briefings, board meetings, and investor presentations.

Benefits

  • Baker Tilly offers a compensation and benefits package to eligible employees; specific benefits are not listed.
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