Senior Manager, Financial Advisory – Client Impact & Growth

Baker Tilly International; Miami (FL); On-site; USD 113,000 - 262,000; Full time

Job summary

Baker Tilly seeks a Senior Manager for Financial Advisory Services (OCFO Advisory) to lead engagements in the US Gulf region, with a focus on Florida offices. The role centers on client satisfaction, engagement oversight, and high-level executive interaction to drive results.

Responsibilities include managing complex engagements, mentoring staff, pursuing new opportunities, and delivering cross-service solutions while maintaining profitability and strong client relationships across

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.
• Experience with Aerospace and Defense and Government Contract clients.
• Relevant bachelor’s degree in accounting, finance or related; CPA.
• Intermediate modeling and Excel skills; ability to generate data-driven insights.
• Excellent verbal and written communication; ability to lead and drive initiatives.
• Ability to work autonomously, meet tight deadlines in a fast-paced environment.

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
• Establish record of gaining client use of wide range of firm services
• Set and achieve profitability, billing, and collection objectives
• Lead by example to positively impact employee morale
• Develop and maintain relationships with colleagues across service lines

Skills

Leadership

Client management

Financial analysis

Communication skills

Time management

Mentoring

Business development

Education

Bachelor's degree in accounting or finance

CPA

Tools

Excel

Job description

Baker Tilly seeks a Senior Manager for Financial Advisory Services (OCFO Advisory) to lead engagements in the US Gulf region, with a focus on Florida offices. The role centers on client satisfaction, engagement oversight, and high-level executive interaction to drive results.

Responsibilities include managing complex engagements, mentoring staff, pursuing new opportunities, and delivering cross-service solutions while maintaining profitability and strong client relationships across