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Senior Compliance Manager, Development Advisory
Senior Compliance Manager, Development Advisory-April 2024
Milwaukee
Apr 21, 2025
About Senior Compliance Manager, Development 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

  Come join Baker Tilly's Development & Community Advisory (DCA) team as a Senior Manager! You will be a part of our DCA Development Advisory team where you will provide a variety of services including, but not limited to, 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 for-profit entities. You will be an integral part of leading Baker Tilly's services tied to the Inflation Reduction Act ("IRA") of 2022.

  As one of the fastest growing firms in the nation, Baker Tilly has the ability to offer you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development.

  You will enjoy this role if:

  You enjoy helping private and public organizations meet their financial and community goals. You desire to offer services that are tied to the Inflation Reduction Act ("IRA") of 2022. You crave a leadership opportunity with a firm that continues to achieve tremendous growthYou want to be part of firm is invested in your success by providing the resources and support to continually sharpen your technical skills and build your career now, for tomorrow

  What you will do:

  Build, support and deliver IRA service offerings.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 direct on the job coaching and mentoring along with participating in firm wide learning and development programs.Utilize your entrepreneurial skills to network and build strong relationships.Enjoy friendships, social activities and team outings that encourage a work-life balance.Occasionally travel post-COVID, mostly same-day travel within the state.Serve on 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 polices, and organizational design. Perform tests of effectiveness of controls and compliance with laws/regulations/policies.Interview clients to better understand processes and to recommend improvements.Support project staff in day-to-day service delivery. Assist in development of articles, sales proposals and presentations for new business development and client purposes.

  Qualifications

  Successful candidates will meet the following requirements:

  A Bachelor's degree within business, finance, accounting, supply chain, engineering, or public administration, MBA/MPA desirable but not a requirementA minimum of five (5) plus years of progressive related consulting experience, including at least one (1) year serving as a project managerDemonstrated management, analytical, organization, interpersonal, project management, communication skills, and highly developed Microsoft Suite skills (Word, Excel) requiredExperience building financial models incorporating income statements and cash flows to support business decisions Experience with core financial processes (e.g. monthly close, financial reporting) Experience with developing reporting or data analytics Ability to provide exceptional client service, demonstrate commitment to continuous learning in order to stay current regarding applicable strategies, see the \"big picture\" as well as the details, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of duties

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