Risk Advisory Services Managing Director

Baker Tilly US; Bethel (CT); On-site; USD 201,810 - 382,600; Full time

Job summary

Baker Tilly US is seeking a seasoned leader for risk advisory services, based in Bethel, Connecticut. The ideal candidate will possess a Bachelor’s Degree in Accounting along with a CPA certification and extensive experience in risk advisory and audit services. Responsibilities include overseeing client service, managing financial risks, and driving business development.

The compensation for this role ranges from $201,810 to $382,600, influenced by experience and qualifications. Baker Tilly celebrates diversity and is an equal opportunity employer.

Qualifications

• Bachelor's Degree in Accounting, Accounting Information Systems, or a related program.
• CPA, CIA, or equivalent designation(s) required.
• Ten (10)+ years of experience in risk advisory, audit, and internal controls.
• Five (5)+ years of supervisory experience.
• Successful track record in business development.
• Ability to travel for client engagements.

Responsibilities

• Provide leadership and strategic direction for client service.
• Work with client management to manage risks and provide business advice.
• Lead business development efforts to grow the Advisory practice.
• Produce executive summaries and reports for clients.
• Build client relationships and lead effective presentations.

Skills

Risk advisory

Business process reengineering

Financial management

Client service

Team leadership

New business development

Education

Bachelor’s Degree in Accounting or related program

CPA or equivalent designation

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.

Responsibilities

• Provide leadership, management and strategic direction with a focus on an exceptional client service experience and financial success
  • Translate firm vision and strategy into an actionable business plan, set objectives and monitor progress
  • Team with marketing to develop sales and marketing plans, pursue expansion within existing client base and new clients, and actively participate in proposals
  • Coordinate firm resources to deliver the best products and services to clients
  • Ensure team members receive meaningful training, challenging work, timely feedback and positive recognition
  • Oversee profitability, including personnel utilization, appropriate service rates and timely fee collection
• Work closely with client executives and management teams to understand their businesses and manage financial and operational risks
  • Develop in‑depth knowledge of clients’ businesses and industries through direct interaction across multiple engagement aspects
  • Think independently and strategically to recommend business and process improvements based on client objectives
  • Provide strategic business advice by supporting implementation of new processes and controls addressing key risks
  • Assess, manage and optimize business risk across operational audit, enterprise risk management (ERM) and SOX compliance
  • Review clients' processes and controls against industry frameworks, identify gaps and communicate recommendations
• 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 clients, documenting engagement work papers per industry‑accepted internal audit methodologies
• Act as a valued business advisor, build relationships, and communicate effectively to provide superior client service
• Lead professional and effective presentations to internal and external audiences

Qualifications

• Bachelor’s Degree in Accounting, Accounting Information Systems, or a related program
• CPA, CIA, or equivalent designation(s) required
• Ten (10)+ years of experience in risk advisory, audit, business process reengineering and/or internal controls; internal audit experience in Life Sciences preferred
• Five (5)+ years of supervisory experience mentoring and counseling associates
• Successful track record of building and growing a Risk Advisory practice, including team, client base and revenue management
• Proven track record of new business development
• Ability to lead and supervise others, deliver exceptional client service, and demonstrate commitment to continuous learning, ethical knowledge and urgency for quality and timely project completion
• Ability to travel as needed for client engagements

Compensation

The compensation range for this role is $201,810 to $382,600. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.

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.