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About the Role
As a Senior Manager in CFO 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, and actively participate in client meetings and planning. You will also identify and pursue business development initiatives and win engagements by scoping and budgeting needs.
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
- Look for opportunities, recommendations, and additional firm services that could benefit clients
- Play a major role in the implementation of technical/industry/functional programs
- Lead by example to positively impact employee morale
- Contribute to the firm’s efforts to attract, retain, and develop staff and managers
- 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
- Intermediate modeling and excel skills
- Experience conducting complex quantitative and qualitative financial analysis
- 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
- 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
- Ability to support the preparation of and participate in executive briefings, board meetings, and investor presentations
Skills
- Leadership
- Communication
- Project management
- Team building
- Client satisfaction
- Client interaction
- Deadline management
- Profitability management
- Billing
- Collections
- Risk management
- Innovation
- Consulting
- Business development
- Client relationship management
- Mentoring
- Staff development
- Organizational skills
- Multitasking
- Financial analysis
- Data-driven insights
- Autonomous work
- Teamwork
- Executive briefing
- Board meeting participation
- Investor presentation
Location
- Remote
- Hybrid
- Onsite
Work Type
- Full-time
Experience Level
- Senior Manager
- 8+ years experience
- 5+ years supervisory experience
Education Level
- Bachelor's degree in accounting, finance or related
- Certified public accountant (CPA) preferred
Salary/Compensations
- $179,850 to $340,970
About the Company
- Baker Tilly is a leading advisory, tax and assurance firm providing clients with a genuine coast-to-coast and global advantage.
- 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.
- Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services.
- 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.