Manager, Accounting and Financial Advisory Services

Baker Tilly US; San Francisco (CA); Hybrid; USD 124,910 - 236,800; Full time

Job summary

Baker Tilly is seeking an experienced Manager to join our CFO Accounting Advisory practice, focusing on GAAP advisory and financial reporting improvements for a diverse client base. The role supports the CFO Advisory team with hands-on analysis, project leadership, and process improvement initiatives.

You will supervise teams, interact with senior management and partners, and help expand our practice by delivering data-driven insights and outstanding client service in a hybrid, travel-enabled

Qualifications

• 6+ years of experience in a large accounting firm in audit or financial advisory service line.
• Bachelor’s degree in accounting, finance or related
• CPA or CMA certification
• Knowledge of GAAP advisory and financial analysis
• Experience with Power BI and Tableau
• Experience with ERP systems like QuickBooks, NetSuite, Intacct and data analytics
• Strong communication, multitasking and leadership abilities
• Ability to travel approx. 25% and work in a hybrid environment

Responsibilities

• Participate in GAAP Advisory, Business Analytics, Financial Accounting Advisory Services, Transaction Support, and Program/Project Management.
• Supervise, develop and train staff on engagements and contribute hands-on on projects.
• Interact with senior managers and partners on client engagements and engagement management.
• Strengthen client relationships and pursue new business opportunities with outstanding service.
• Communicate with executives, investors, lenders and others to ensure delivery of exceptional service.
• Assist with recruiting and participate in Employee Referral Bonus Program.
• Demonstrate teamwork, positive attitude and high ethical standards

Skills

Analytical thinking

Communication skills

Team leadership

Time management

Education

Bachelor’s degree in accounting, finance or related

CPA or CMA

Tools

Power BI

Tableau

QuickBooks

NetSuite

Intacct

Job description

Overview

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers – New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.

Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.

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

Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.

Job Description

We are currently searching for a Manager to join our CFO Accounting Advisory practice, specifically within our Financial Accounting 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:
  • GAAP Advisory
  • Business Analytics and Decision Support
  • Financial Accounting Advisory Services
  • Transaction Support
  • Program/Project Management
• Supervise, develop and train staff on engagements. Participate actively in the team’s work on a project (i.e. "roll up your sleeves" and work with the team)
• Interact directly with senior managers and partners on matters related to client and engagement management
• Strengthen existing client relationships and developing new business opportunities 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

• 6+ years' experience in a large accounting firm in audit, financial advisory service line
• Bachelor’s degree in accounting, finance or related
• Certified public accountant (CPA), or CMA
• 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 GAAP 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
• Excellent 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
• Ability to Travel (apx 25%) and work in a hybrid work environment

The compensation range for this role is $124,910 to $236,800. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.