Senior Manager, Accounting and Financial Advisory Services

Baker Tilly International; Chicago (IL); Hybrid; USD 180,000 - 341,000; Full time

Job summary

BakerTilly International, a leading advisory, tax, and assurance firm, is actively seeking a Senior Manager for its CFO Accounting Advisory practice in Chicago. You will provide strong leadership, communication, project management, and team-building skills to guide engagements and drive client outcomes.

Collaborate with Financial Advisory Partners and other groups, review work products, and actively participate in client meetings and planning.

Qualifications

• 8+ years’ experience in a large accounting firm in audit, financial advisory or transaction services
• 5+ years’ supervisory experience
• Bachelor’s degree in accounting/finance or related field
• CPA certification required
• Demonstrated leadership, initiative and positive attitude
• Strong organizational skills with ability to multitask
• Advanced financial analysis and data-driven insights ability
• Ability to work autonomously and meet tight deadlines
• Excellent verbal and written communication skills
• Ability to engage with senior client personnel and participate in executive briefings

Responsibilities

• Lead client engagement oversight and ensure client satisfaction
• Be proactive in anticipating client needs and issues
• Schedule internal and external deadlines to meet delivery expectations
• Interact with senior levels of client organizations
• Develop business opportunities and win engagements through scoping and budgeting
• Build and maintain relationships across office and engagement teams
• Aim for profitability, proper staffing and risk management
• Lead by example to improve staff morale and development
• Participate in proposals and presentations for new engagements
• Contribute to attracting and developing staff and firm leadership

Skills

Leadership

Communication

Project management

Mentoring

Analytical thinking

Education

Bachelor’s degree in accounting/finance

CPA

Tools

Excel

Job description

Company Overview

BakerTillyisaleadingadvisory,taxandassurancefirm,providingclientswithagenuinecoast-to-coastandglobaladvantageinmajorregionsoftheU.S.andinmanyoftheworld’sleadingfinancialcenters–NewYork,London,SanFrancisco,LosAngeles,ChicagoandBoston.BakerTillyAdvisoryGroup,LPandBakerTillyUS,LLP(BakerTilly)provideprofessionalservicesthroughanalternativepracticestructureinaccordancewiththeAICPACodeofProfessionalConductandapplicablelaws,regulationsandprofessionalstandards.BakerTillyUS,LLPisalicensedindependentCPAfirmthatprovidesattestservicestoitsclients.BakerTillyAdvisoryGroup,LPanditssubsidiaryentitiesprovidetaxandbusinessadvisoryservicestotheirclients.BakerTillyAdvisoryGroup,LPanditssubsidiaryentitiesarenotlicensedCPAfirms.BakerTillyAdvisoryGroup,LPandBakerTillyUS,LLP,tradingasBakerTilly,areindependentmembersofBakerTillyInternational,aworldwidenetworkofindependentaccountingandbusinessadvisoryfirmsin141territories,with43,000professionalsandacombinedworldwiderevenueof$5.2billion.

Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your BakerTillytalentacquisitionprofessional to understand the requirements for an opportunity you are exploring.

BakerTillyisanequalopportunity/affirmativeactionemployer.Allqualifiedapplicantswillreceiveconsiderationforemploymentwithoutregardtorace,color,religion,sex,nationalorigin,disabilityorprotectedveteranstatus,genderidentity,sexualorientation,oranyotherlegallyprotectedbasis,inaccordancewithapplicablefederal,stateorlocallaw.

AnyunsolicitedresumessubmittedthroughourwebsiteortoBakerTillyAdvisoryGroup,LP,employeee-mailaccountsareconsideredpropertyofBakerTillyAdvisoryGroup,LP,andarenotsubjecttopaymentofagencyfees.Inordertobeanauthorizedrecruitmentagency (“searchfirm”)forBakerTillyAdvisoryGroup,LP,theremustbeaformalwrittenagreementinplaceandtheagencymustbeinvited,byBakerTilly'sTalentAttractionteam,tosubmitcandidatesforreviewviaourapplicanttrackingsystem.

JobDescription

BakerTillyiscurrentlysearchingforaSeniorManagertojoinourCFOAccountingAdvisorypractice.AsaSeniorManagerinCFOAccountingAdvisory,youwillprovidestrongleadership,communication,projectmanagement,andteambuildingskillstoyourteamstosolveaparticularbusinessproblemorimproveaparticularprocess,generallyrelatedtothefinanceoraccountingfunctionsoftheclient’sorganization.Youwillcollaboratewithmanagersandpartnerswithinthegroupasyoureviewworkproductandparticipateactivelyinclientmeetingsandplanningefforts.YouwillworkwithFinancialAdvisoryPartnersandothers,aswellasindependently,toidentifyandpursuebusinessdevelopmentinitiativesandtowinspecificengagementopportunitiesthroughscopingandbudgetingengagementneeds.

Responsibilities

• Lead efforts to achieve client satisfaction through engagement oversight and interaction with client executives and engagement sponsors
• Be accessible and anticipate client needs, questions, and issues
• Schedule internal and external deadlines to meet client expectations for delivery
• Interact at the highest levels of client organizations
• Resourceful at gaining exposure to client activities offering potential for application of firm services
• Display broad understanding of activities and interests of other disciplines and play pivotal role in gaining client interest
• Establish record of gaining client use of wide range of firm services
• Set and achieve challenging profitability, billing, and collection objectives consistent with circumstances of the engagement, proper utilization of staff, and attention to risk
• Handle heavy load, including complex/demanding clients
• Achieve high visibility for delivery of quality services in both routine and complex situations requiring innovation while being sought out as consulting resource
• Understand firm’s strategy, practice areas, and service offerings and participate in proposals and presentations leading to new engagements
• Create opportunities to gain new clients
• Develop and maintain relationships with colleagues in the office, other service lines, and engagement/project teams
• Regularly look for opportunities, recommendations, and additional firm services that could benefit client
• Play major role in implementation of technical/industry/functional programs while being acknowledged as an expert in the firm
• Lead by example to positively impact employee morale
• Contribute to firm’s efforts to attract, retain, and develop staff and managers and act as mentor for other managers and senior staff
• Attains positions of leadership in designated business/professional organizations providing advantageous new business opportunities

Qualifications

• Eight (8+) years’ experience in a large accounting firm in audit, financial advisory or transaction service lines
• Five (5)+ years’ of supervisory experience, mentoring and counseling associates
• Relevant bachelor’s degree in accounting, finance or related
• Certified public accountant (CPA)
• High motivation, initiative and positive attitude
• Excellent organizational skills with a demonstrated ability to multitask and handle multiple priorities appropriately
• Intermediate modeling and excel skills, experience conducting complex quantitative and qualitative financial analysis and ability to generate data-driven insights
• Ability to work autonomously, to meet tight deadlines, and to thrive in a fast paced environment with shifting priorities
• Excellent verbal and written communication, experience presenting analyses to management and ability to lead and drive initiatives
• Ability to work effectively and thrive in a team environment with all levels of client personnel in various industries
• Ability to comfortably interact with senior level client personnel, including supporting the preparation of and participating in executive briefings, board meetings, and investor presentations

Pay&Benefits

The pay rate range for this job position is $179,850 to $340,970. Actual compensation is influenced by a variety of relevant factors including but not limited to applicant’s skills, prior experience, qualifications, degrees, professional certifications, work arrangements and geographic location.

BakerTillyoffersacomprehensivecompensationandbenefitspackagetoeligibleemployees.

Accommodations

If you have a special request or need that requires accommodations to fully participate in interviewing or onboarding, please submit your request using the “ContactUs” feature on our Careers page.AmemberofourPeopleSolutionsteamwillfollowupwithyoutodiscussyourspecificneeds.