Senior Manager - Financial Advisory Services (OCFO Advisory)

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

Job summary

Baker Tilly is seeking an experienced Engagement Lead within our Advisory practice in the United States. You will oversee client engagements, manage senior stakeholders, and drive delivery of complex advisory and financial services.

The role requires 8+ years in a large firm, CPA certification, and strong leadership and communication skills to guide multiple projects while maintaining profitability and client satisfaction.

Qualifications

• Eight or more years in a large accounting firm in audit, financial advisory or transaction services.
• CPA certification required.
• Strong leadership and client management abilities.
• Excellent communication and analytical skills.
• Proficient in financial modeling and Excel.

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
• Develop and maintain relationships with colleagues in the office, other service lines, and engagement/project teams
• Lead by example to positively impact employee morale

Skills

Client management

Leadership

Communication

Analytical skills

Time management

Business development

Education

Bachelor’s degree in accounting or finance

CPA

Tools

Excel

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.

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. 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

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
• Experience with Aerospace and Defense and Government Contract clients
• 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 range for this position is $113,300 to $262,300. This range represents a good‑faith and reasonable estimate of the compensation the firm expects to pay for this position at the time of posting. Actual compensation will depend on a variety of relevant factors, including an applicant’s skills, experience, qualifications, professional certifications, work arrangements, geographic location, and other business and organizational needs. It is not typical for an individual to be hired at or near the top of the range, and compensation decisions depend on the facts and circumstances of each case. Baker Tilly offers a compensation and benefits package to eligible employees.