Baker Tilly US
Senior Manager, Financial Advisory - IRA Advisory
Baker Tilly US, Frisco, Texas, United States, 75034
Overview
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 – New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. 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 is an independent member of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories.
Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. 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.
What You Will Do
Build, support and deliver IRA service offerings as part of Baker Tilly’s Development Advisory (DA) team.
Assist on management consulting projects for private and public sector organizations through financial management reporting, budget preparation and analysis, capital project planning, comprehensive financial planning and related client services.
Learn and grow from on‑the‑job coaching and mentoring along with firm‑wide learning and development programs.
Utilize entrepreneurial skills to network and build strong client relationships.
Support client projects and assist in management of client relationships; document and analyze processes, internal controls, and workflow to identify opportunities for improvement.
Perform research into best practices, operational policies, and organizational design; perform tests of effectiveness of controls and compliance with laws, regulations and policies.
Interview clients to understand processes and recommend improvements; assist in development of articles, sales proposals and presentations for new business development and client purposes.
Occasionally travel post‑COVID, mostly same‑day travel within the state.
Responsibilities
Lead energy and infrastructure advisory and project development support, economic development and capital planning support, and federal grant advisory with potential clients such as Tribes and Tribal Organizations, municipalities, non-profits, and other entities.
Be integral to leading Baker Tilly’s services tied to the Inflation Reduction Act (IRA) of 2022.
Qualifications
Bachelor’s degree in business, finance, accounting, supply chain, engineering, or public administration; MBA/MPA desirable but not required.
Five or more years of progressive related consulting experience, including at least one year serving as a project manager.
Strong management, analytical, organizational, interpersonal, project management and communication skills; highly developed Microsoft Suite skills (Word, Excel).
Experience building financial models with income statements and cash flows; experience with core financial processes (monthly close, financial reporting).
Experience developing reporting or data analytics.
Seniority level Mid-Senior level
Employment type Full-time
Job function Finance and Sales
Industries Accounting
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Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. 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.
What You Will Do
Build, support and deliver IRA service offerings as part of Baker Tilly’s Development Advisory (DA) team.
Assist on management consulting projects for private and public sector organizations through financial management reporting, budget preparation and analysis, capital project planning, comprehensive financial planning and related client services.
Learn and grow from on‑the‑job coaching and mentoring along with firm‑wide learning and development programs.
Utilize entrepreneurial skills to network and build strong client relationships.
Support client projects and assist in management of client relationships; document and analyze processes, internal controls, and workflow to identify opportunities for improvement.
Perform research into best practices, operational policies, and organizational design; perform tests of effectiveness of controls and compliance with laws, regulations and policies.
Interview clients to understand processes and recommend improvements; assist in development of articles, sales proposals and presentations for new business development and client purposes.
Occasionally travel post‑COVID, mostly same‑day travel within the state.
Responsibilities
Lead energy and infrastructure advisory and project development support, economic development and capital planning support, and federal grant advisory with potential clients such as Tribes and Tribal Organizations, municipalities, non-profits, and other entities.
Be integral to leading Baker Tilly’s services tied to the Inflation Reduction Act (IRA) of 2022.
Qualifications
Bachelor’s degree in business, finance, accounting, supply chain, engineering, or public administration; MBA/MPA desirable but not required.
Five or more years of progressive related consulting experience, including at least one year serving as a project manager.
Strong management, analytical, organizational, interpersonal, project management and communication skills; highly developed Microsoft Suite skills (Word, Excel).
Experience building financial models with income statements and cash flows; experience with core financial processes (monthly close, financial reporting).
Experience developing reporting or data analytics.
Seniority level Mid-Senior level
Employment type Full-time
Job function Finance and Sales
Industries Accounting
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