Home
/
Accounting and Finance
/
Manager, Accounting and Financial Advisory
Manager, Accounting and Financial Advisory-April 2024
Milwaukee
Apr 21, 2025
About Manager, Accounting and Financial Advisory

  Overview

  Baker Tilly US, LLP (Baker Tilly) is a leading advisory CPA 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 and Chicago. Baker Tilly is an independent member of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 145 territories, with 41,000 professionals and a combined worldwide revenue of $4.7 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.

  Any unsolicited resumes submitted through our website or to Baker Tilly US, LLP, employee e-mail accounts are considered property of Baker Tilly US, LLP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency (\"search firm\") for Baker Tilly US, LLP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.

  Responsibilities

  We are currently searching for a Manager to join our Transaction and Financial Advisory practice, specifically within our CFO 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. We serve a wide variety of industries including technology, business services, manufacturing/ distribution, energy, real estate, hospitality and retail, and private equity to name a few. Baker Tilly's CFO Advisory Services team is comprised of practitioners across the country. Our goal is to solve problems or make improvements that will free the finance organization up so that they can focus on growing and improving their overall business. This practice area has professionals with multi-disciplines and experiences that are drawn upon to assist our clients with very practical and hands-on support. We have senior team members that have served as Chief Financial Officers, Controllers, financial statement auditors, and financial analysts that are all highly credentialed. 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 SupportFinancial Accounting Advisory Services Transaction SupportProgram/Project ManagementSupervise, 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 managementStrengthen existing client relationships and developing new business opportunities by providing outstanding client serviceCommunicate with business owners, executive management, investors, lenders and other sophisticated parties to ensure delivery of exceptional client serviceInvest in professional development through active participation in training sessions and networking events both internally and externallyAssist with recruiting activities to include campus recruiting along with referring experienced individuals to the firm and participating in the firm's Employee Referral Bonus ProgramDemonstrate excellent team skills, positive attitude and high ethical standards

  Qualifications

  Successful candidates will have:

  6+ years' experience in a large accounting firm in audit, financial advisory service lineRelevant bachelor's degree in accounting, finance or relatedCertified public accountant (CPA), or CMAKnowledge 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 applicationExposure 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 requirementsHigh motivation, initiative and positive attitudeExcellent organizational skills with a demonstrated ability to multitask and handle multiple priorities appropriatelyAdvanced modeling and excel skills, experience conducting complex quantitative and qualitative financial analysis and ability to generate data-driven insightsAbility to work autonomously, to meet tight deadlines, and to thrive in a fast paced environment with shifting prioritiesExcellent verbal and written communication, experience presenting analyses to management and ability to lead and drive initiativesAbility to work effectively and thrive in a team environment with all levels of client personnel in various industriesAbility to comfortably interact with senior level client personnel, including supporting the preparation of and participating in executive briefings

  Additional Information

  For California, Colorado, New York and Washington: The compensation range for this role is $113,640 to $240,850. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.

  #LI-KH1

Comments
Welcome to zdrecruit comments! Please keep conversations courteous and on-topic. To fosterproductive and respectful conversations, you may see comments from our Community Managers.
Sign up to post
Sort by
Show More Comments
SIMILAR JOBS
(Senior) IT Consultant - Principal Investors and Private Equity | BCG Platinion
More so than ever, technology is driving business growth and must therefore be a top consideration in M&A decision making. Assessing technological capabilities in the due diligence phase requires
Technical Product Manager - RTP Risk Advanced Analytics
Company Description Visa is a world leader in digital payments, facilitating more than 215 billion payments transactions between consumers, merchants, financial institutions and government entities a
RSG Risk Assessment Analyst
RSG RISK ASSESSMENT ANALYST WHAT IS THE OPPORTUNITY? Reporting to the SVP of Risk Strategy & Governance (RSG), this position, in the Second Line of Defense (2LOD), will be responsible for support
TikTok Shop - Seller Onboarding Governance Program Manager Graduate - 2024 Start (MBA)
Responsibilities TikTok is the leading destination for short-form mobile video. Our mission is to inspire creativity and bring joy. TikTok has global offices including Los Angeles, New York, London,
Research Associate - Financial Institutions
WHAT YOU'LL DO As a Research Associate within BCG's Data and Research Service (DRS) function, you will form an integral part of our America DRS team. Through the delivery of secondary research, you w
Sr. Director, US Benefits
Company Description Visa is a world leader in digital payments, facilitating more than 215 billion payments transactions between consumers, merchants, financial institutions and government entities a
Fiscal Officer V - Accounting Director
Job Description Department of Conservation and Recreation manages state parks and oversees more than 450,000 acres throughout Massachusetts. It protects, promotes, and enhances the state's natural, c
Local Asset Manager - London
Responsibilities TikTok is the leading destination for short-form mobile video. Our mission is to inspire creativity and bring joy. TikTok has global offices including Los Angeles, New York, London,
Crisis and Resilience Regional Manager, Risk and Resiliency
Minimum qualifications: Bachelor's degree in Crisis Management, Risk Management, Emergency Management, related field, or equivalent practical experience. 5 years of experience in setting up a (enterp
Finance Business Lead Boundary Apps
Job Description The Integrated Device Manufacturing 2.0 (IDM 2.0) Intel Acceleration Office (IAO) is a new team responsible for creating the internal foundry model within Intel that will power the ne
Copyright 2023-2025 - www.zdrecruit.com All Rights Reserved