Senior Manager, Accounting and Financial Advisory Services

Baker Tilly; Chicago (IL); On-site; USD 180,000 - 340,000; Full time

Job summary

Baker Tilly in Chicago seeks a Senior Manager for CFO Accounting Advisory to lead engagements, drive client value, and shape project outcomes with strong leadership and financial acumen.

You will supervise teams, review analyses, and pursue opportunities to expand services while maintaining high client satisfaction and profitability. This role emphasizes collaboration with partners and cross-functional groups.

Qualifications

• Eight or more years in a large accounting firm in audit, financial advisory or transaction services.
• Five or more years of supervisory experience mentoring staff.
• Strong analytical and quantitative skills with data-driven insights.
• CPA certification and relevant bachelor's degree.
• Ability to manage multiple priorities and meet tight deadlines.
• Excellent verbal and written communication; client-facing experience.

Responsibilities

• Oversee engagements and ensure client satisfaction at senior levels.
• Coordinate internal/external deadlines to meet delivery expectations.
• Lead cross-functional teams and manage project budgets.
• Identify opportunities for expanding firm services with clients.
• Present analyses to management and participate in executive briefings.
• Develop and maintain relationships with colleagues across service lines.
• Mentor managers and staff, promoting professional development.

Skills

Leadership

Strategic thinking

Communication

Project management

Financial analysis

Client relationship management

Education

Bachelor's degree in accounting, finance or related

CPA

Tools

Excel

Financial modeling

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.

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.

Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees.

Job Description

Baker Tilly is currently searching for a Senior Manager to join our CFO Accounting Advisory practice. As a Senior Manager in CFO Accounting Advisory, you will provide strong leadership, communication, project management, and team building skills to your teams to solve a particular business problem or improve a particular process, generally related to the finance or accounting functions of the client’s organization. You will collaborate with managers and partners within the group as you review work product and participate actively in client meetings and planning efforts. You will work with Financial Advisory Partners and others, as well as independently, to identify and pursue business development initiatives and to win specific engagement opportunities through scoping and budgeting engagement needs.

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

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.

Benefits

• Baker Tilly offers a comprehensive compensation and benefits package to eligible employees.

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

A member of our People Solutions team will follow up with you to discuss your specific needs.