Risk Advisory Principal - Lead & Grow a Dynamic Practice

Baker Tilly US; San Jose (CA); On-site; USD 180,000 - 260,000; Full time

Job summary

Baker Tilly is seeking a Risk Advisory Services Principal in the United States to lead a diverse practice, drive client engagements, and develop risk-based strategies across industries. The role emphasizes leadership, client service, and revenue growth, with a strong focus on governance, IT risk, and internal controls.

The ideal candidate has extensive experience in risk advisory and internal audit, with supervisory capabilities and a proven track record in building client relationships and

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 the 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 in order to stay current regarding applicable strategies, see the "big picture" as well as the details, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of projects.
• Ability to travel as needed for client engagements

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 by increasingly complex work, are presented with timely and thoughtful feedback and are positively recognized for their efforts.
• Oversee the profitability of the practice to include effective utilization of personnel, appropriate rates for services provided, 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
• Be responsible for significant new business development, including identifying, sourcing, pursuing, and winning risk advisory opportunities
• Produce comprehensive executive summaries and final reports for delivery to the client, documenting and reviewing engagement work papers in accordance with industry-accepted internal audit methodologies
• Act as a valued business advisor, build relationships and communicate effectively with the client to provide superior client service
• Lead professional and effective presentations to internal and external audiences

Education

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

CPA, CIA or equivalent designation(s)

Job description

Baker Tilly is seeking a Risk Advisory Services Principal in the United States to lead a diverse practice, drive client engagements, and develop risk-based strategies across industries. The role emphasizes leadership, client service, and revenue growth, with a strong focus on governance, IT risk, and internal controls.

The ideal candidate has extensive experience in risk advisory and internal audit, with supervisory capabilities and a proven track record in building client relationships and