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Manager, Accounting and Financial Advisory Services

Baker Tilly•Frisco, TX
•$124,910 - $236,800•Hybrid

About The Position

Baker Tilly is seeking a Manager to join its CFO Accounting Advisory practice, specifically the Financial Accounting Advisory team. The practice helps CFOs, Controllers, and Finance Directors improve financial reporting processes so that finance can add value to business operations. Services support finance executives through technical analysis and process improvement. The team works with clients ranging from emerging growth businesses to publicly traded companies across industries including technology, business services, manufacturing and distribution, energy, real estate, hospitality, retail, and private equity. Its practitioners draw on varied professional backgrounds to provide practical, hands-on support that helps finance organizations focus on improving and growing their businesses. The Manager participates in client engagements, supervises and develops staff, works directly with senior managers and partners, supports client relationships and business development, and contributes to recruiting and professional development. The role requires travel of approximately 25% and work in a hybrid environment. The stated compensation range is $124,910 to $236,800; actual compensation depends on factors including skills, experience, qualifications, and geographic location.

Requirements

  • At least 6 years of experience at a large accounting firm in audit or a financial advisory service line.
  • Bachelor’s degree in accounting, finance, or a related field.
  • Certified Public Accountant (CPA) or Certified Management Accountant (CMA).
  • Knowledge of current GAAP advisory practices and their application.
  • Ability to use appropriate tools, applications, and accounting and finance concepts to facilitate analysis.
  • Experience with middle-market financial software such as QuickBooks, NetSuite, or Intacct, including functionality, workflows, automated controls, data consolidation, reporting, analytics, and related business requirements.
  • High motivation, initiative, and a positive attitude.
  • Excellent organizational skills and demonstrated ability to multitask and manage multiple priorities.
  • Advanced financial modeling and Excel skills, with experience conducting complex quantitative and qualitative financial analysis and generating 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-level client personnel, including supporting the preparation of and participating in executive briefings.
  • Ability to travel approximately 25% and work in a hybrid environment.

Nice To Haves

  • Skills with Power BI and/or Tableau.

Responsibilities

  • Participate in projects involving GAAP advisory, business analytics and decision support, financial accounting advisory services, transaction support, and program or project management.
  • Supervise, develop, and train staff on engagements, while actively contributing hands-on to project work.
  • Interact with senior managers and partners on client and engagement management matters.
  • Strengthen existing client relationships and develop new business opportunities through outstanding client service.
  • Communicate with business owners, executive management, investors, lenders, and other sophisticated parties to deliver exceptional client service.
  • Invest in professional development through internal and external training sessions and networking events.
  • Assist with recruiting, including campus recruiting, referring experienced candidates, and participating in the Employee Referral Bonus Program.
  • Demonstrate strong teamwork, a positive attitude, and high ethical standards.

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