2+ years of experience in a large accounting firm in audit or financial advisory services.
Bachelor's degree in accounting, finance, or a related field.
CPA certification preferred.
Familiarity with financial tools like Power BI or Tableau is a plus.
Experience with Middle Market financial applications such as QuickBooks or NetSuite is advantageous.
Strong organizational skills with the ability to multitask effectively.
Excellent verbal and written communication skills.
Responsibilities
Participate in projects focused on finance performance improvement and business analytics.
Engage directly with team members to contribute to project work.
Build and maintain strong client relationships through exceptional service.
Communicate effectively with business owners and executive management.
Invest in professional development through training and networking.
Assist in recruiting efforts, including campus recruiting and referrals.
Demonstrate teamwork, a positive attitude, and high ethical standards.
Benefits
Opportunity for professional development and training.
Participation in networking events.
Employee Referral Bonus Program.
Hybrid work environment with travel opportunities (approx. 25%).
Access to a high-performing team with diverse expertise.
Full Job Description
Job Description: We are currently searching for a Senior Consultant to join our Financial Advisory Services practice within the 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:
Finance Performance Improvement
Business Analytics and Decision Support
Financial Accounting Advisory Services
Transaction Support
Program/Project Management
Participate actively in the team's work on a project (i.e. "roll up your sleeves" and work with the team)
Interact directly with managers and partners on matters related to client and engagement management
Strengthen existing client relationships 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:
Two (2) plus years' experience in a large accounting firm in audit, financial advisory service line
Bachelor's degree in accounting, finance or related field
Certified Public Accountant (CPA) certification preferred
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.
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 is a plus.
High motivation, initiative and positive attitude
Excellent organizational skills with a demonstrated ability to multitask and handle multiple priorities appropriately
Intermediate 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
Ability to work effectively and thrive in a team environment
Ability to Travel (apx 25%) and work in a hybrid work environment
The compensation range for this role is $86,660 to $164,300. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.
