Senior Financial Advisory Leader — Client Impact & Strategy

Baker Tilly Advisory Group, LP; West Palm Beach (FL); On-site; USD 113,000 - 262,000; Full time

Job summary

Baker Tilly Advisory Group, LP in the United States invites an experienced professional to lead complex engagements within audit, financial advisory or transaction services. You will supervise teams, manage client interactions with senior executives, and drive profitable engagement delivery.

The role requires 8+ years in a top firm, a CPA and strong Excel/financial modeling skills, with leadership across multiple projects and industries within a fast-paced environment.

Qualifications

• Eight or more years of experience in a large accounting firm in audit, financial advisory or transaction services.
• Five or more years of supervisory experience mentoring and counseling staff.
• Experience with Aerospace & Defense and Government Contract clients.
• Bachelor's degree in accounting or finance.
• Certified Public Accountant (CPA).
• Strong motivation, initiative and positive attitude.
• Excellent organizational skills with multitasking ability.
• Advanced Excel and financial modeling skills.

Responsibilities

• Lead engagement oversight and client executive interactions.
• Drive on-time delivery and meet client expectations.
• Develop and present proposals leading to new engagements.
• Mentor managers and staff; foster teamwork.
• Aim for profitability, proper staffing and risk management.
• Build and maintain relationships with colleagues across lines.

Skills

Client relationship management

Leadership

Project oversight

Business analytics

Communication

Education

Bachelor's degree in accounting or finance

CPA

Tools

Advanced Excel

Financial modeling

Job description

Baker Tilly Advisory Group, LP in the United States invites an experienced professional to lead complex engagements within audit, financial advisory or transaction services. You will supervise teams, manage client interactions with senior executives, and drive profitable engagement delivery.

The role requires 8+ years in a top firm, a CPA and strong Excel/financial modeling skills, with leadership across multiple projects and industries within a fast-paced environment.