Senior Manager, Accounting and Financial Advisory Services at Baker Tilly | CA, US | Rezi

Senior Manager, Accounting and Financial Advisory Services at Baker Tilly

Senior Manager, Accounting and Financial Advisory Services

Baker Tilly · CA, US

1 weeks ago

Senior Manager, Accounting and Financial Advisory Services

Baker Tilly · CA, US

10 days ago
Resume preview

Impress employers and recruiters.
Choose from hundreds of resume examples.

Target Resume Now

About the Role

As a Senior Manager in CFO Accounting Advisory, you will provide strong leadership, communication, project management, and team building skills to solve business problems or improve processes related to a client's finance or accounting functions. You will collaborate with managers and partners, review work product, and actively participate in client meetings and planning. You will also identify and pursue business development initiatives and win engagement opportunities.

Responsibilities

  • Lead efforts to achieve client satisfaction through engagement oversight and interaction with client executives and engagement sponsors.
  • Be accessible and anticipate client needs, questions, and issues.
  • Schedule internal and external deadlines to meet client expectations for delivery.
  • Interact at the highest levels of client organizations.
  • Gain exposure to client activities offering potential for application of firm services.
  • Display broad understanding of activities and interests of other disciplines and play a pivotal role in gaining client interest.
  • Establish a record of gaining client use of a wide range of firm services.
  • Set and achieve challenging profitability, billing, and collection objectives.
  • Handle a heavy workload, including complex/demanding clients.
  • Achieve high visibility for delivery of quality services in both routine and complex situations requiring innovation.
  • Understand the firm’s strategy, practice areas, and service offerings and participate in proposals and presentations leading to new engagements.
  • Create opportunities to gain new clients.
  • Develop and maintain relationships with colleagues in the office, other service lines, and engagement/project teams.
  • Regularly look for opportunities, recommendations, and additional firm services that could benefit the client.
  • Play a major role in the implementation of technical/industry/functional programs while being acknowledged as an expert in the firm.
  • Lead by example to positively impact employee morale.
  • Contribute to the firm’s efforts to attract, retain, and develop staff and managers and act as a mentor for other managers and senior staff.
  • Attain positions of leadership in designated business/professional organizations providing advantageous new business opportunities.

Requirements

  • Eight (8+) years' experience in a large accounting firm in audit, financial advisory or transaction service lines.
  • Five (5)+ years’ of supervisory experience, mentoring and counseling associates.
  • High motivation, initiative and positive attitude.
  • Excellent organizational skills with a demonstrated ability to multitask and handle multiple priorities appropriately.
  • Intermediate modeling and excel skills, experience conducting complex quantitative and qualitative financial analysis and ability to generate data-driven insights.
  • Ability to work autonomously, to meet tight deadlines, and to thrive in a fast-paced environment with shifting priorities.
  • Excellent verbal and written communication, experience presenting analyses to management and ability to lead and drive initiatives.
  • Ability to work effectively and thrive in a team environment with all levels of client personnel in various industries.
  • Ability to comfortably interact with senior level client personnel, including supporting the preparation of and participating in executive briefings, board meetings, and investor presentations.

Skills

  • Leadership
  • Communication
  • Project management
  • Team building
  • Financial analysis
  • Modeling
  • Excel
  • Quantitative analysis
  • Qualitative analysis
  • Data-driven insights
  • Verbal communication
  • Written communication
  • Presentation skills

Location

  • Remote
  • Hybrid
  • Onsite

Work Type

  • Full-time

Experience Level

  • Senior Manager
  • 8+ years experience
  • 5+ years supervisory experience

Education Level

  • Relevant bachelor’s degree in accounting, finance or related
  • Certified public accountant (CPA)

Salary/Compensations

  • $179,850 to $340,970

Benefits

  • Comprehensive compensation and benefits package

About the Company

  • Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers.
  • Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure.
  • Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients.
  • Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients.
  • Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.
  • Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a 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.