Baker Tilly

Senior Consultant, Accounting and Finance Advisory Services

Baker Tilly$86K — $164K *
Legal & Accounting
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 2+ years of experience in a large accounting firm in audit or financial advisory services.
  • Bachelor's degree in accounting, finance, or related field.
  • Certified Public Accountant (CPA) certification preferred.
  • Proficiency in financial tools and concepts; knowledge of Power BI or Tableau is a plus.
  • Familiarity with Middle Market applications like QuickBooks or NetSuite.
  • Strong motivation, initiative, and a positive attitude.
  • Excellent organizational skills to handle multiple priorities.

Responsibilities

  • Participate in projects focused on finance performance improvement and business analytics.
  • Work directly with team members on various client engagements, contributing hands-on support.
  • Enhance client relationships through exceptional service and communication.
  • Collaborate with executive stakeholders to ensure the delivery of project objectives.
  • Engage in professional growth through training and networking opportunities.
  • Contribute to recruitment activities, including campus outreach and referrals.
  • Demonstrate high ethical standards and teamwork in all interactions.

Benefits

  • Hybrid work environment with some travel required (approx. 25%).
  • Employee Referral Bonus Program for recruiting contributions.
  • Opportunity for professional development through training.
  • Access to a collaborative and high-performing team.
  • Wide range of client exposure across various industries.
Full Job Description
Overview

Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.

Job Description:


We are currently searching for aSenior Consultantto join our Financial Advisory Services practice within the CFO Advisory team. Our practicehelps 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 team27s work on a project (i.e. 22roll up your sleeves22 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 firm27s Employee Referral Bonus Program

  • Demonstrate excellent team skills, positive attitude and high ethical standards


Successful candidates will have:

  • Two (2) plus years27 experience in a large accounting firm in audit, financial advisory service line

  • Bachelor27s 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.

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