Risk Advisory Principal: Strategy, Growth & Client Impact

Baker Tilly Advisory Group, LP; Stockton (CA); On-site; USD 190,000 - 280,000; Full time

Job summary

Baker Tilly Advisory Group, LP in the United States is seeking a Risk Advisory Services Principal to provide leadership and strategic direction across a national practice, leveraging deep industry knowledge in risk, governance, internal audit, IT and cybersecurity.

You will oversee client engagements, develop business plans, supervise teams, and drive new business development while ensuring profitability and client satisfaction.

Qualifications

• Bachelor's Degree in Accounting, Accounting Information Systems, or related program.
• CPA, CIA or equivalent designation(s) required.
• 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
• 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, an environment where associates can learn and grow and financial success obtained through growth and sound fiscal decision making
• 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 within their business systems to ensure technology risks are managed
• Develop in-depth knowledge of clients' businesses and industries by having direct client interaction while working on multiple aspects of an engagement
• Think independently and strategically about your clients' business, systems and risks providing recommendations for business and process improvements based upon knowledge gained relative to the client's operations, processes and business objectives
• Provide strategic business advice to clients by assisting in the implementation of new processes and controls that address key risks
• Assess, manage and optimize business risk across a wide range of areas, including operational audit, enterprise risk management (ERM) and SOX compliance
• Review clients' processes and controls against industry frameworks, identifying gaps in design and execution, and communicating issues and recommendations to clients
• 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

Skills

Leadership

Business development

Client service

Strategic thinking

Risk advisory

Education

Bachelor's degree in Accounting/Accounting Information Systems

CPA

CIA

Job description

Baker Tilly Advisory Group, LP in the United States is seeking a Risk Advisory Services Principal to provide leadership and strategic direction across a national practice, leveraging deep industry knowledge in risk, governance, internal audit, IT and cybersecurity.

You will oversee client engagements, develop business plans, supervise teams, and drive new business development while ensuring profitability and client satisfaction.