Baker Tilly
Managing Director, Client Accounting Services - Private Equity Fund Services
Baker Tilly, New York, New York, United States, 10001
Managing Director, Private Equity Fund Services
Are you interested in joining one of the fastest growing consulting and accounting firms in the country? Would you like the ability to join a highly dynamic team focused on providing exceptional client service in the areas of accounting and advisory? If yes, consider joining Baker Tilly (BT) as a Managing Director on our Private Equity Fund Services team! The PEFS Managing Director is a leadership role that is responsible for the growth, management, and strategic development of Baker Tilly's fund administration platform. This position is also responsible for the development of team members and oversight of key client relationships with an emphasis on ensuring exceptional client service. Having a mastery of complex private equity fund accounting skills is required, as well as an ability to juggle many client relationships. The PEFS Managing Director will have direct management and oversight of their team's senior managers, managers, seniors, and associates. Additionally, the PEFS Managing Director will have a large focus on sales and building out a book of business. Having strong soft skills is required, as the PEFS Managing Director will be pivoting often from managing team members, to interfacing with clients, to trouble-shooting technical accounting issues, to pitching new business development with prospects. This position will serve as a resource to other team members and will provide guidance, coaching, training, and additional support as needed. Duties of this position include: Translate firm vision and strategy into an actionable business plan, including specific objectives and key milestones that can be tracked and ultimately accomplished. Develop new business through execution of go-to-market strategy, collaboration with internal firm leaders, regular interaction with business developers, and engagement in demand generation events. Oversee key client relationships and serve as an escalation point for both internal team members and client contacts. Play an active role in providing valuable guidance and business recommendations to clients. Ensure client service excellence through review of traditional fund administration deliverables (i.e., quarterly financial statements, partner capital statements, distribution and capital call process, etc.). Be a subject matter expert and thought leader. Have a deep understanding of sophisticated fund structures, waterfall calculations, fund rebalances, and other complex fee calculations. Support the growth and development of team members through real-time feedback, proactive coaching and intentional training. Invest in your individual development by participating in educational opportunities while staying connected with current industry and market-related events. Utilize soft skills to network and build strong relationships, both internally and externally, with the goal of acquiring new business and establishing referral sources. Provide daily leadership across the team and the organization. Qualifications: Bachelor's degree in Business, Accounting, or Finance CPA and/or MBA preferred Public Accounting experience a plus Twelve (12) plus years of progressively responsible experience in professional accounting functions 10+ years' supervisory experience in the following: performance management (including coaching, staff management, performance review delivery etc.), training, talent acquisition, and retention. Experience in forecasting and budgeting during an accelerated growth period. Proficient in Microsoft Office Suite with knowledge of Investran or other private equity accounting software is considered a plus. Ability to multitask, time management, attention to detail, planning and problem-solving skills required. Ability to communicate and interact professionally and effectively through written and oral communication with current and potential clients. Ability to work in a fast-paced environment and handle/manage multiple team and individual priorities and deadlines. The compensation range for this role is $215,950 to $467,880. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.
Are you interested in joining one of the fastest growing consulting and accounting firms in the country? Would you like the ability to join a highly dynamic team focused on providing exceptional client service in the areas of accounting and advisory? If yes, consider joining Baker Tilly (BT) as a Managing Director on our Private Equity Fund Services team! The PEFS Managing Director is a leadership role that is responsible for the growth, management, and strategic development of Baker Tilly's fund administration platform. This position is also responsible for the development of team members and oversight of key client relationships with an emphasis on ensuring exceptional client service. Having a mastery of complex private equity fund accounting skills is required, as well as an ability to juggle many client relationships. The PEFS Managing Director will have direct management and oversight of their team's senior managers, managers, seniors, and associates. Additionally, the PEFS Managing Director will have a large focus on sales and building out a book of business. Having strong soft skills is required, as the PEFS Managing Director will be pivoting often from managing team members, to interfacing with clients, to trouble-shooting technical accounting issues, to pitching new business development with prospects. This position will serve as a resource to other team members and will provide guidance, coaching, training, and additional support as needed. Duties of this position include: Translate firm vision and strategy into an actionable business plan, including specific objectives and key milestones that can be tracked and ultimately accomplished. Develop new business through execution of go-to-market strategy, collaboration with internal firm leaders, regular interaction with business developers, and engagement in demand generation events. Oversee key client relationships and serve as an escalation point for both internal team members and client contacts. Play an active role in providing valuable guidance and business recommendations to clients. Ensure client service excellence through review of traditional fund administration deliverables (i.e., quarterly financial statements, partner capital statements, distribution and capital call process, etc.). Be a subject matter expert and thought leader. Have a deep understanding of sophisticated fund structures, waterfall calculations, fund rebalances, and other complex fee calculations. Support the growth and development of team members through real-time feedback, proactive coaching and intentional training. Invest in your individual development by participating in educational opportunities while staying connected with current industry and market-related events. Utilize soft skills to network and build strong relationships, both internally and externally, with the goal of acquiring new business and establishing referral sources. Provide daily leadership across the team and the organization. Qualifications: Bachelor's degree in Business, Accounting, or Finance CPA and/or MBA preferred Public Accounting experience a plus Twelve (12) plus years of progressively responsible experience in professional accounting functions 10+ years' supervisory experience in the following: performance management (including coaching, staff management, performance review delivery etc.), training, talent acquisition, and retention. Experience in forecasting and budgeting during an accelerated growth period. Proficient in Microsoft Office Suite with knowledge of Investran or other private equity accounting software is considered a plus. Ability to multitask, time management, attention to detail, planning and problem-solving skills required. Ability to communicate and interact professionally and effectively through written and oral communication with current and potential clients. Ability to work in a fast-paced environment and handle/manage multiple team and individual priorities and deadlines. The compensation range for this role is $215,950 to $467,880. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.