Risk Advisory Services Managing Director at Baker Tilly | CA, US | Rezi

Risk Advisory Services Managing Director at Baker Tilly

Risk Advisory Services Managing Director

Baker Tilly · CA, US

1 months ago

Risk Advisory Services Managing Director

Baker Tilly · CA, US

2 months ago
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About the Role

Baker Tilly's Risk Advisory practice helps public sector clients assess risks, develop strategies, and achieve goals through deep industry knowledge in risk, governance, internal audit, compliance, IT, and cybersecurity. This role offers upward career trajectory, flexibility, and meaningful relationships within a fast-growing firm.

Responsibilities

  • Provide leadership, management, and strategic direction focused on client service, associate development, and financial success.
  • Translate firm vision and strategy into actionable business plans with clear objectives and progress monitoring.
  • Collaborate with marketing to develop sales and marketing plans, pursue service expansion, and secure new clients.
  • Coordinate firm resources to ensure optimal product and service delivery.
  • Ensure team members receive meaningful training, development, challenging work, timely feedback, and positive recognition.
  • Oversee practice profitability, including personnel utilization, appropriate rates, and timely fee collection.
  • Work closely with client executives to understand businesses and manage financial and operational risks.
  • Develop in-depth client and industry knowledge through direct interaction and engagement work.
  • Provide strategic business advice, assisting in implementing new processes and controls to address key risks.
  • Assess, manage, and optimize business risk across operational audit, ERM, and SOX compliance.
  • Review client processes and controls against industry frameworks, identifying gaps and communicating recommendations.
  • Drive significant new business development, sourcing, pursuing, and winning risk advisory opportunities.
  • Produce comprehensive executive summaries and final reports, documenting and reviewing engagement work papers.
  • Act as a valued business advisor, building relationships and communicating effectively for superior client service.
  • Lead professional and effective presentations to internal and external audiences.

Requirements

  • Bachelor’s Degree in Accounting, Accounting Information Systems, or related program.
  • CPA or CIA designation(s) required.
  • Ten (10)+ years of experience with risk advisory, internal/external audit, business process reengineering, and/or internal controls.
  • Internal audit experience in technology, real estate, life sciences, financial services, or health systems preferred.
  • Five (5)+ years of supervisory experience, mentoring, and counseling associates.
  • Successful track record of building and growing a Risk Advisory practice, including team, client base, and revenue management.
  • Proven track record of new business development.
  • Ability to lead and supervise others.
  • Ability to provide exceptional client service.
  • Commitment to continuous learning to stay current with strategies.
  • Ability to see the "big picture" as well as the details.
  • Appropriate ethical knowledge and commitment.
  • Sense of urgency and commitment to quality and timely project completion.
  • Ability to travel as needed for client engagements.

Skills

  • Risk advisory
  • Internal audit
  • External audit
  • Business process reengineering
  • Internal controls
  • Technology
  • Real estate
  • Life sciences
  • Financial services
  • Health systems
  • Supervisory
  • Mentoring
  • Counseling
  • Team building
  • Client relationship management
  • Revenue management
  • New business development
  • Leadership
  • Client service
  • Continuous learning
  • Strategic thinking
  • Ethical conduct
  • Project management
  • Compliance
  • Enterprise risk management (ERM)
  • Data analytics
  • Governance
  • IT
  • Cybersecurity best practices

Location

  • New York
  • London
  • San Francisco
  • Los Angeles
  • Chicago
  • Boston

Work Type

  • Remote
  • Hybrid
  • Onsite

Experience Level

  • Managing Director
  • Ten (10)+ year(s) experience
  • Five (5)+ year(s) of supervisory experience

Education Level

  • Bachelor’s Degree in Accounting, Accounting Information Systems, or related program
  • CPA or CIA designation(s)

Salary/Compensations

  • $201,810 to $382,600

About the Company

  • Baker Tilly is a leading advisory, tax and assurance firm providing clients with a coast-to-coast and global advantage.
  • Services are provided through an alternative practice structure in accordance with AICPA Code of Professional Conduct and applicable laws, regulations, and professional standards.
  • Baker Tilly US, LLP is a licensed independent CPA firm providing attest services.
  • Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services.
  • Baker Tilly is an independent member of Baker Tilly International, a worldwide network with 141 territories, 43,000 professionals, and combined worldwide revenue of $5.2 billion.
  • Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.

Equal Opportunity

  • Baker Tilly is an equal opportunity/affirmative action employer.
  • All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.