Risk Advisory Services Principal

Baker Tilly US; Alpharetta (GA); On-site; USD 180,000 - 240,000; Full time

Job summary

Baker Tilly US is seeking a Risk Advisory Services Principal in Alpharetta, GA. The role leads client service delivery, strategy, and growth for the risk advisory practice.

You will translate vision into business plans, supervise teams, and drive new business while maintaining high ethical and professional standards. The position requires extensive experience in risk advisory/audit, strong leadership, and a track record of developing client relationships.

Qualifications

• 12+ years of experience with risk advisory, internal/external audit, business process reengineering, and/or internal controls, with internal audit experience in healthcare/Life Sciences/Technology preferred
• 7+ years of supervisory experience, mentoring and counseling associates
• CPA, CIA, or equivalent designation(s) required
• Proven track record of building a Risk Advisory practice and new business development
• Ability to travel as needed for client engagements
• Bachelor’s Degree in Accounting, Accounting Information Systems, or related program

Responsibilities

• Provide leadership, management and strategic direction with a focus on exceptional client service and growth
• Translate firm vision into actionable business plans and monitor progress
• Coordinate resources and develop sales/marketing plans; pursue expansion with existing and new clients
• Ensure training and development opportunities for team members and monitor performance
• Oversee profitability, utilization, and timely collection of fees
• Understand clients’ business and risks; provide strategic business advice and process improvements
• Lead presentations to internal and external audiences

Skills

Leadership

Client service

Strategic thinking

Business development

People management

Education

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

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.

Job Description

Risk Advisory Services Principal.

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

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 healthcare, Life Sciences or Technology 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

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.