Senior Manager, Accounting and Financial Advisory Services

Baker Tilly Advisory Group, LP; San Francisco (CA); On-site; USD 180,000 - 341,000; Full time

Job summary

Baker Tilly Advisory Group, LP is seeking a Senior Manager for the CFO Accounting Advisory practice in a growth-focused role. You will lead engagements, manage client relationships, and coordinate cross-functional teams to solve finance and accounting challenges.

The role emphasizes senior client interaction, budgeting, and business development initiatives to win new engagements while mentoring staff and maintaining high-quality service.

Qualifications

• Eight or more years in a large accounting firm in audit, financial advisory or transaction services.
• Five or more years of supervisory experience with mentoring and counseling staff.
• CPA certification and strong technical/analytic skills.
• Ability to multi-task, manage budgets, and lead engagements.

Responsibilities

• Lead engagement oversight and client interaction to ensure satisfaction.
• Develop proposals, scope engagements, and pursue new opportunities.
• Mentor managers and staff; drive team morale and performance.
• Manage profitability, billing, and risk across engagements.

Skills

Leadership

Communication

Project management

Team building

Client management

Financial analysis

Excel skills

Education

Bachelor's degree in accounting, finance or related

CPA

Job description

OverviewBaker 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. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.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 sponsorsBe accessible and anticipate client needs, questions, and issuesSchedule internal and external deadlines to meet client expectations for deliveryInteract at the highest levels of client organizationsResourceful at gaining exposure to client activities offering potential for application of firm servicesDisplay broad understanding of activities and interests of other disciplines and play pivotal role in gaining client interestEstablish record of gaining client use of wide range of firm servicesSet and achieve challenging profitability, billing, and collection objectives consistent with circumstances of the engagement, proper utilization of staff, and attention to riskHandle heavy load, including complex/demanding clientsAchieve high visibility for delivery of quality services in both routine and complex situations requiring innovation while being sought out as consulting resourceUnderstand firm’s strategy, practice areas, and service offerings and participate in proposals and presentations leading to new engagementsCreate opportunities to gain new clientsDevelop and maintain relationships with colleagues in the office, other service lines, and engagement/project teamsRegularly look for opportunities, recommendations, and additional firm services that could benefit clientPlay major role in implementation of technical/industry/functional programs while being acknowledged as an expert in the firmLead by example to positively impact employee moraleContribute to firm’s efforts to attract, retain, and develop staff and managers and act as mentor for other managers and senior staffAttains positions of leadership in designated business/professional organizations providing advantageous new business opportunitiesQualificationsEight (8+) years' experience in a large accounting firm in audit, financial advisory or transaction service linesFive (5)+ years’ of supervisory experience, mentoring and counseling associatesRelevant bachelor’s degree in accounting, finance or relatedCertified public accountant (CPA)High motivation, initiative and positive attitudeExcellent organizational skills with a demonstrated ability to multitask and handle multiple priorities appropriatelyIntermediate modeling and excel skills, experience conducting complex quantitativeand qualitative financial analysis and ability to generate data-driven insightsAbility to work autonomously, to meet tight deadlines, and to thrive in a fast pacedenvironment with shifting prioritiesExcellent verbal and written communication, experience presenting analyses tomanagement and ability to lead and drive initiativesAbility to work effectively and thrive in a team environment with all levels of client personnel in various industriesAbility to comfortably interact with senior level client personnel, including supporting the preparation of and participating in executive briefings, board meetings, and investor presentationsThe 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. Baker Tilly offers a comprehensive compensation and benefits package to eligible employees.