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 worlds 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.
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.
Responsibilities:
As a Director in CFO 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 clients 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 Business Advisory Services Principals 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 firms 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 firms 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:
Must be authorized to work in the United States without future sponsorship
Bachelors degree in Accounting or Finance
Masters degree in Accounting or Finance preferred, not required
Active CPA license
Minimum of 8 years experience with a combination of public accounting audit, corporate financial accounting, and/or finance process consulting
Financial modeling, financial planning and analysis experience
Proven leadership, communication, project management, and team building skills
Regularly looks for opportunities, recommendations, and additional firm services that could benefit client
Experience managing large or simultaneous client engagements or internal projects
Excellent written and verbal communication skills (public speaking skills a plus) with a demonstrated ability to develop and maintain outstanding client relationships
Strong interpersonal, analytical, and problem-solving ability
Proficient knowledge of Microsoft Excel (pivot tables, sumif, vlookup, parsing data strings, graphs, etc.) and other Microsoft Office tools
Must be highly organized and capable of managing multiple tasks in a complex, dynamic environment
Expert understanding, comprehension, and ability to articulate various business processes
Inspire trust and confidence of the partner group and staff
Ability to travel
Additional Information:
#LI-CB2
#J-18808-Ljbffr