Manager, Accounting and Financial Advisory Services

Baker Tilly Advisory Group, LP; Washington (District of Columbia); Ibrido; USD 111.000 - 219.000; Tempo pieno

Descrizione del lavoro

Baker Tilly Advisory Group, LP in Washington, DC is seeking a senior professional to lead GAAP advisory and analytical projects. You will interact with senior leaders, manage engagements, and train staff while growing client relationships and identifying new opportunities.

The role requires 6+ years in a large accounting firm with CPA or CMA, and familiarity with Power BI/Tableau. A hybrid work arrangement is available, with travel up to 25% as needed.

Competenze

• 6+ years of experience in a large accounting firm in audit or financial advisory.
• Bachelor’s degree in accounting, finance or related field; CPA or CMA preferred.
• Proficiency with GAAP concepts and financial analysis.
• Experience with Power BI and Tableau is a plus.
• Exposure to QuickBooks, NetSuite, and Intacct workflows.

Mansioni

• Participate in GAAP advisory engagements and client analytics projects.
• Interact with senior managers and partners on engagement management.
• Develop and train staff on engagements and project delivery.
• Strengthen client relationships and identify new opportunities.
• Support recruiting and campus outreach activities.

Conoscenze

Analytical skills

Advanced Excel

Strong communication

Team collaboration

Time management

Problem solving

Formazione

Bachelor's degree in accounting, finance or related

CPA

CMA

Strumenti

Power BI

Tableau

QuickBooks

NetSuite

Intacct

Descrizione del lavoro

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. Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. If you have a special request or need that requires accommodations to fully participate in interviewing or onboarding, please submit your request using the “Contact Us” feature on our Careers page. A member of our People Solutions team will follow up with you to discuss your specific needs.

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 $ 111,240 to $218,590. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.

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.