Baker Tilly US
Manager, Accounting and Finance Advisory Services
Baker Tilly US, Houston, Texas, United States, 77246
Manager, Accounting and Finance Advisory Services
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 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 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.
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.
Job Description We are currently searching for a Manager to join our CFO Accounting Advisory practice, specifically within our Financial Accounting Advisory team. Our practice helps CFOs, Controllers, and Finance Directors improve the financial reporting processes to ensure that finance adds value to business operations. The CFO Advisory practice enables finance executives to achieve significant and sustainable performance through technical analysis and process improvement services. Our clients range from emerging growth companies to publicly traded companies across diverse industries including technology, business services, manufacturing/distribution, energy, real estate, hospitality, retail and private equity. Baker Tilly’s CFO Advisory Services team is comprised of practitioners across the country. Our goal is to solve problems or make improvements that free the finance organization so they can focus on growing and improving their overall business. It is a high performing team that enjoys learning from one another and serving our clients.
Your Immediate Responsibilities Will Be To
Actively participate in projects focused on the following service offerings:
GAAP Advisory
Business Analytics and Decision Support
Financial Accounting Advisory Services
Transaction Support
Program/Project Management
Supervise, develop and train staff on engagements. Participate actively in the team’s work on a project (i.e. “roll up your sleeves” and work with the team)
Interact directly with senior managers and partners on matters related to client and engagement management
Strengthen existing client relationships and develop new business opportunities by providing outstanding client service
Communicate with business owners, executive management, investors, lenders and other sophisticated parties to ensure delivery of exceptional client service
Invest in professional development through active participation in training sessions and networking events both internally and externally
Assist with recruiting activities to include campus recruiting along with referring experienced individuals to the firm and participating in the firm’s Employee Referral Bonus Program
Demonstrate excellent team skills, positive attitude and high ethical standards
Successful Candidates Will Have
6+ years’ experience in a large accounting firm in audit, financial advisory service line
Bachelor’s degree in accounting, finance or related
Certified public accountant (CPA), or CMA
Knowledge and ability to use appropriate tools, applications, and accounting and finance concepts to facilitate analysis. Skills with Power BI and/or Tableau is a plus.
Current GAAP advisory knowledge and application
Exposure to Middle‑Market financial suite of applications, such as QuickBooks, NetSuite, IntAcct, etc., their functionality, workflows, automated controls, and associated facilitation of data consolidation, reporting, and robust analytics and their relationship to addressing myriad business requirements
High motivation, initiative and positive attitude
Excellent organizational skills with a demonstrated ability to multitask and handle multiple priorities appropriately
Advanced 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
Ability to travel (≈ 25 %) and work in a hybrid work environment
The compensation range for this role is $124,910 to $236,800. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.
Seniority Level
Mid‑Senior level
Employment Type
Full‑time
Job Function
Accounting/Auditing and Finance
Industries
Accounting
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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.
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.
Job Description We are currently searching for a Manager to join our CFO Accounting Advisory practice, specifically within our Financial Accounting Advisory team. Our practice helps CFOs, Controllers, and Finance Directors improve the financial reporting processes to ensure that finance adds value to business operations. The CFO Advisory practice enables finance executives to achieve significant and sustainable performance through technical analysis and process improvement services. Our clients range from emerging growth companies to publicly traded companies across diverse industries including technology, business services, manufacturing/distribution, energy, real estate, hospitality, retail and private equity. Baker Tilly’s CFO Advisory Services team is comprised of practitioners across the country. Our goal is to solve problems or make improvements that free the finance organization so they can focus on growing and improving their overall business. It is a high performing team that enjoys learning from one another and serving our clients.
Your Immediate Responsibilities Will Be To
Actively participate in projects focused on the following service offerings:
GAAP Advisory
Business Analytics and Decision Support
Financial Accounting Advisory Services
Transaction Support
Program/Project Management
Supervise, develop and train staff on engagements. Participate actively in the team’s work on a project (i.e. “roll up your sleeves” and work with the team)
Interact directly with senior managers and partners on matters related to client and engagement management
Strengthen existing client relationships and develop new business opportunities by providing outstanding client service
Communicate with business owners, executive management, investors, lenders and other sophisticated parties to ensure delivery of exceptional client service
Invest in professional development through active participation in training sessions and networking events both internally and externally
Assist with recruiting activities to include campus recruiting along with referring experienced individuals to the firm and participating in the firm’s Employee Referral Bonus Program
Demonstrate excellent team skills, positive attitude and high ethical standards
Successful Candidates Will Have
6+ years’ experience in a large accounting firm in audit, financial advisory service line
Bachelor’s degree in accounting, finance or related
Certified public accountant (CPA), or CMA
Knowledge and ability to use appropriate tools, applications, and accounting and finance concepts to facilitate analysis. Skills with Power BI and/or Tableau is a plus.
Current GAAP advisory knowledge and application
Exposure to Middle‑Market financial suite of applications, such as QuickBooks, NetSuite, IntAcct, etc., their functionality, workflows, automated controls, and associated facilitation of data consolidation, reporting, and robust analytics and their relationship to addressing myriad business requirements
High motivation, initiative and positive attitude
Excellent organizational skills with a demonstrated ability to multitask and handle multiple priorities appropriately
Advanced 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
Ability to travel (≈ 25 %) and work in a hybrid work environment
The compensation range for this role is $124,910 to $236,800. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.
Seniority Level
Mid‑Senior level
Employment Type
Full‑time
Job Function
Accounting/Auditing and Finance
Industries
Accounting
#J-18808-Ljbffr