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 a related field
  • CPA certification preferred
  • Proficiency with tools like Power BI and Tableau
  • Familiarity with Middle Market financial applications such as QuickBooks or NetSuite
  • Strong organizational skills with the ability to multitask and manage multiple priorities
  • Intermediate Excel skills with experience in quantitative and qualitative financial analysis

Responsibilities

  • Engage in projects focused on finance performance improvement and business analytics
  • Contribute directly to team efforts and deliver hands-on support
  • Collaborate with managers and partners on client engagement management
  • Enhance existing client relationships through exceptional service
  • Communicate effectively with business leaders and stakeholders
  • Participate in professional development and networking opportunities
  • Assist in recruiting efforts, including campus recruitment and employee referral programs

Benefits

  • Professional development opportunities including training sessions
  • Networking events to build industry connections
  • Employee Referral Bonus Program incentives
  • Flexible hybrid work environment
  • Opportunity to work with a diverse range of clients and industries
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.

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