Growth-Driven Risk Advisory Principal

Baker Tilly US; Santa Monica (CA); On-site; USD 180,000 - 240,000; Full time

Job summary

Baker Tilly is seeking a Risk Advisory Principal in Santa Monica to lead engagements at the intersection of risk, governance, and IT controls. You will guide teams, develop strategies, and drive client service excellence.

You will build client relationships, pursue new opportunities, and mentor professionals while ensuring quality and timely delivery. This role requires extensive experience in risk advisory, internal/external audit, and SOX, with CPA/CIA and leadership skills.

Qualifications

• Bachelor’s Degree in Accounting, Accounting Information Systems, or related program
• CPA, CIA or equivalent designation(s) required
• Twelve (12)+ year(s) experience with risk advisory, internal/external audit, business process reengineering, and/or internal controls, with internal audit experience in technology, real estate, life sciences, financial services or healthcare preferred
• Seven (7)+ year(s) of supervisory experience, mentoring and counseling associates
• Successful track record of building and growing a Risk Advisory practice, including building a team, a client base and managing revenue
• Proven track record of new business development
• Ability to lead and supervise others, provide exceptional client service, demonstrate commitment to continuous learning

Responsibilities

• Provide leadership, management and strategic direction with a focus on providing an exceptional client service experience.
• Translate firm vision and strategy into an actionable business plan, provide specific objectives to be accomplished and monitor progress.
• Team with marketing to develop sales and marketing plans, investigate and pursue areas for expansion of services within existing client base while also pursuing new clients, actively participate in proposals.
• Coordinate firm resources to ensure the best products and services are provided to clients.
• Ensure your team members are provided with meaningful training and development opportunities, are appropriately challenged, and receive timely feedback.
• Oversee the profitability of the practice to include effective utilization of personnel and timely collection of fees.
• Work closely with client executives and management teams to understand their businesses and assist in identifying and managing financial and operational risks.
• Develop in-depth knowledge of clients’ businesses and industries by direct client interaction on multiple aspects of engagements.
• Think independently and strategically about clients’ business, systems and risks, and provide recommendations for improvements.
• Provide strategic business advice to clients by assisting in the implementation of new processes and controls addressing key risks.
• Assess, manage and optimize business risk across areas including operational audit, ERM and SOX compliance.
• Review clients’ processes and controls against industry frameworks, identify gaps in design and execution, and communicate issues and recommendations.
• Be responsible for significant new business development, including identifying, sourcing, pursuing, and winning opportunities.
• Produce executive summaries and final reports for delivery to clients, documenting work papers in accordance with internal audit methodologies.
• Act as a valued business advisor, build relationships and communicate effectively with clients for superior service.
• Lead professional and effective presentations to internal and external audiences.

Skills

Leadership

Business development

Client service

Strategic thinking

Communication

Education

Bachelor’s Degree in Accounting/Accounting Information Systems or related program

CPA or CIA or equivalent designation

Job description

Baker Tilly is seeking a Risk Advisory Principal in Santa Monica to lead engagements at the intersection of risk, governance, and IT controls. You will guide teams, develop strategies, and drive client service excellence.

You will build client relationships, pursue new opportunities, and mentor professionals while ensuring quality and timely delivery. This role requires extensive experience in risk advisory, internal/external audit, and SOX, with CPA/CIA and leadership skills.