Risk Advisory Services Principal

Baker Tilly Advisory Group, LP; El Segundo (CA); On-site; USD 180,000 - 300,000; Full time

Job summary

Baker Tilly Advisory Group, LP, is seeking a senior risk advisory leader in El Segundo, CA. You will drive client service excellence, strategic direction and profitable growth across risk advisory engagements for diverse industries.

Lead a team, develop business plans, build client relationships and pursue new opportunities while ensuring rigorous internal controls, ERM and SOX compliance. Expect travel as needed for client engagements.

Qualifications

• Bachelor's degree in Accounting, Accounting Information Systems or related field.
• CPA, CIA or equivalent designation required.
• 12+ years in risk advisory, internal/external audit, or related areas; tech/real estate/healthcare preferred.
• 7+ years supervisory experience with mentoring and coaching.
• Track record building and growing a Risk Advisory practice.
• Proven new business development capability and client relationship skills.
• Willingness to travel as needed for client engagements.

Responsibilities

• Provide leadership, management and strategic direction with focus on client service and growth.
• Translate firm vision into actionable business plans and objectives.
• Partner with marketing to develop sales plans and pursue new clients and proposals.
• Coordinate firm resources to deliver best products and services to clients.
• Ensure training, development, feedback and recognition for team members.
• Oversee profitability including utilization and fee realization.
• Collaborate with client executives to identify and manage risks including technology risks.
• Develop deep knowledge of clients’ businesses through direct engagement.
• Provide strategic advisory on process improvements and risk controls.
• Manage enterprise risk, ERM and SOX compliance across engagements.
• Review client processes against frameworks; communicate gaps and recommendations.
• Lead new business development and win risk advisory opportunities.
• Produce executive summaries and final reports per audit standards.
• Act as trusted advisor and present to internal/external stakeholders.
• Lead professional presentations to diverse audiences.

Skills

Leadership

Client service

Risk management

Strategic planning

Business development

Team building

Project management

Education

Bachelor's degree in Accounting, AIS, or related

CPA, CIA or equivalent designation

Job description

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.

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.

Job Description

What you’ll do:

• 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

• Strong candidates are recognized industry experts with well-rounded experience working with risk services, specifically:
• 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