Senior Consultant, CFO Advisory - Financial Services

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Our Purpose:

Our purpose is to help build a financial services industry for middle market (company with revenue btw $200 million to $5 billion) in which middle market financial institutions are trusted and flourish, and the global economy is healthy, growing and secure.  If you have a passion for rallying together to solve complex challenges, then join our dynamic growing team.  We help client with transactions life cycle (IPO, SPAC, merger, divesture), implement new accounting (US GAAP or IFRS) or regulatory rules, implement or remediate internal controls and transform or digitize their finance functions as well as implement ESG, etc...  Sounds interesting?  If this is you, please reach out to us to discuss further your interest and qualifications.

The opportunity: 

Our Financial Advisory Services (FAS) team is growing exponentially and as a Manager you’ll play a key role in that growth to help us achieve our vision 2030. Strategy 2030 will navigate us toward our objective of becoming the leading middle market advisory firm, growing to $5 billion and continuing to ascent in the profession.  Working across all key financial service sectors, you’ll develop your career by communicating creative, strategic goals both internally and externally. It’s all about listening to and understanding our middle market clients to give them a truly exceptional client experience in a field where there really are no off-the-shelf recommendations.  

Baker Tilly is currently searching for a Senior Consultant to join our FAS practice. Our practice helps CFOs, Controllers, and Finance Directors improve the financial reporting processes to ensure that finance adds value to business operations.  The FAS 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 across financial service sectors. Baker Tilly's FAS 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 responsibilities:

• Support projects focused on the following service offerings in financial services

• US GAAP Advisory

• Business Analytics and Decision Support

• Financial Accounting Advisory Services

• Transaction Support

• Finance transformation

• Program/Project Management

• Support business owners, executive management, investors, lenders and other sophisticated parties to ensure delivery of exceptional client service

• Be accessible and anticipate client needs, questions, and issues

• Invest in professional development through active participation in training sessions and networking events both internally and externally

• Provide support 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

• Contribute to firm’s efforts to attract, retain, and develop staff and seniors and act as mentor for other senior & staff

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

• Lead by example to positively impact employee morale to help build and maintain our inclusive culture

• Develop and maintain relationships with colleagues in the office, other service lines, and engagement/project teams

• Regularly look for opportunities, recommendations, and additional firm services that could benefit or add value to our clients

Successful candidates will have:

• 3+ years' experience in a large accounting firm in audit, financial advisory service line in financial services industry

• Bachelor’s degree in accounting, finance or related

• Certified public accountant (CPA), or CMA 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.

• Current US GAAP and/or IFRS advisory knowledge and application

• 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

• High motivation, initiative and positive attitude

• Strong organizational skills with a demonstrated ability to multitask and handle multiple priorities appropriately

• Advanced 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, experience presenting analyses to management and ability to lead and drive initiatives

• Ability to work effectively and thrive in a team environment with all levels of client personnel in various industries

• Ability to comfortably interact with senior level client personnel, including supporting the preparation of and participating in executive briefings

What we look for: 

We’re interested in versatile people with the ability to take on new responsibilities and listen to clients to get things done. We’re not just looking for technical accounting experience but broader controllership and operational experience including finance transformation — we’re after genuinely interesting people with the ability to build relationships, negotiate and think in unique and creative news ways. If you’re a confident leader with a curious mind and the ability to solve complex issues, this role is for you.