Senior Manager - Financial Advisory Services (OCFO Advisory)

Baker Tilly•Miami, FL

About The Position

Baker Tilly is hiring a Senior Manager for its Financial Advisory Services (OCFO Advisory) team. The role leads client engagements, oversees delivery and client relationships, contributes to business development, and supports the development and retention of staff. The Senior Manager is expected to manage complex and demanding engagements, deliver quality services, meet client deadlines, and pursue profitability, billing, and collection objectives while managing risk. The position also involves applying financial and industry expertise, supporting firm programs, and presenting analyses to senior client stakeholders. Baker Tilly is an advisory, tax, and assurance firm operating through an alternative practice structure. The firm is an independent member of Baker Tilly International. Work location requirements should be discussed with a Baker Tilly talent acquisition professional. The stated pay range is $113,300 to $262,300. Actual compensation depends on relevant factors such as skills, experience, qualifications, certifications, work arrangements, and geographic location. 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 with client personnel at all levels and across industries.
Ability to interact comfortably with senior 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 delivery expectations.
Interact with senior levels of client organizations and identify opportunities to apply firm services.
Build understanding of other disciplines and help generate client interest in the firm’s services.
Gain client use of a wide range of firm services.
Set and achieve engagement profitability, billing, and collection objectives while appropriately utilizing staff and attending to risk.
Manage a heavy workload that includes complex and demanding clients.
Deliver quality services in routine and complex situations, including those requiring innovation, 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 colleagues across offices, service lines, and engagement or project teams.
Identify recommendations and additional firm services that could benefit clients.
Play a major role in implementing technical, industry, or functional programs and serve as a recognized firm expert.
Lead by example to positively affect employee morale.
Help attract, retain, and develop staff and managers; mentor other managers and senior staff.
Attain leadership positions in designated business or professional organizations to support new business opportunities.
Support preparation for and participate in executive briefings, board meetings, and investor presentations.