Risk Advisory Services Principal

Baker Tilly; Houston (TX); On-site; USD 180,000 - 240,000; Full time

Job summary

Baker Tilly in Houston is seeking a Risk Advisory Services Principal to lead our national practice within the growing advisory group. You will provide strategic direction, mentor teams, and manage client relationships while driving growth.

The role requires 12+ years in risk advisory or audit with leadership experience; CPA or CIA is preferred. Travel may be required as client engagements demand.

Qualifications

• Bachelor’s degree in accounting or related field is required.
• CPA or CIA designation is required.
• 12+ years of risk advisory/audit experience with leadership roles.
• Experience in energy, technology, real estate, or healthcare industries preferred.
• 7+ years of supervisory experience.

Responsibilities

• Provide leadership, management and strategic direction with a focus on client service.
• Work with client executives to identify and manage financial and operational risks.
• Develop new risk advisory opportunities and win new business.
• Produce executive summaries and reports documenting engagement work papers.
• Act as a valued advisor, building relationships and delivering superior service.
• Lead presentations to internal and external audiences.

Skills

Leadership

Business development

Client relationship management

Strategic thinking

Education

Bachelor’s Degree in Accounting

CPA or CIA 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.

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. Visitbakertilly.comor join the conversation onLinkedIn,FacebookandInstagram.

Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.

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:

External Posting Description

Responsibilities

Are you interested in joining one of the fastest growing public accounting firms?

Are you interested in being part of a National Practice in a premier Risk Services Practice?

If yes, consider joining Baker Tilly (BT) as a Risk Advisory Services Principal. Our Risk Advisory practice provides a full spectrum of services to help our clients assess their risks, develop strategies to compete in an ever-changing business environment, and achieve their goals and objectives. All of this is accomplished through deep industry knowledge of risk, governance, internal audit, compliance, IT, and cybersecurity best practices.

As one of the fastest growing firms in the nation, BT has the ability to provide you with an amazing ownership experience working with some of the most entrepreneurial principals in our field. If you are invigorated by these exciting challenges, then this could be the right opportunity for you!

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
• 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:
• 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 communicateeffectively 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 energy, technology, real estate, 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