Manager, CFO Advisory - Financial Services in San Francisco

Manager, Financial Advisory Services

Our purpose is to help build a financial services industry for middle market (company with revenue btw $200 million to $5 billion) in which middle market financial institutions are trusted and flourish, and the global economy is healthy, growing and secure. If you have a passion for rallying together to solve complex challenges, then join our dynamic growing team. We help clients with transactions life cycle (IPO, SPAC, merger, divesture), implement new accounting (US GAAP or IFRS) or regulatory rules, implement or remediate internal controls and transform or digitize their finance functions as well as implement ESG, etc...

The opportunity:

Our Financial Advisory Services (FAS) team is growing exponentially and as a Manager you'll play a key role in that growth to help us achieve our vision 2030. Strategy 2030 will navigate us toward our objective of becoming the leading middle market advisory firm, growing to $5 billion and continuing to ascent in the profession. Working across all key financial service sectors, you'll develop your career by communicating creative, strategic goals both internally and externally.

It's all about listening to and understanding our middle market clients to give them a truly exceptional client experience in a field where there really are no off-the-shelf recommendations.

Baker Tilly is currently searching for a Manager to join our FAS practice. Our practice helps CFOs, Controllers, and Finance Directors improve the financial reporting processes to ensure that finance adds value to business operations. The FAS practice enables finance executives to achieve significant and sustainable performance through technical analysis and process improvement services. Our clients range from emerging growth companies to publicly traded companies across financial service sectors.

Baker Tilly's FAS team is comprised of practitioners across the country. Our goal is to solve problems or make improvements that will free the finance organization up so that they can focus on growing and improving their overall business. This practice area has professionals with multi-disciplines and experiences that are drawn upon to assist our clients with very practical and hands-on support.

We have senior team members that have served as Chief Financial Officers, Controllers, financial statement auditors, and financial analysts that are all highly credentialed. It is a high performing team that enjoys learning from one another and serving our clients.

Your responsibilities:

• Actively participate in projects focused on the following service offerings in financial services:
• US GAAP Advisory
• Business Analytics and Decision Support
• Financial Accounting Advisory Services
• Transaction Support
• Finance transformation
• Program/Project Management
• Supervise, develop and train staff on engagements. Participate actively in the team's work on a project (i.e. "roll up your sleeves" and work with the team)
• Interact directly with senior managers and partners on matters related to client and engagement management
• Strengthen existing client relationships and developing new business opportunities by providing outstanding client service while also expanding our footprints across other functional areas at clients.
• Communicate with business owners, executive management, investors, lenders and other sophisticated parties to ensure delivery of exceptional client service
• Be accessible and anticipate client needs, questions, and issues
• Invest in professional development through active participation in training sessions and networking events both internally and externally
• Assist with recruiting activities to include campus recruiting along with referring experienced individuals to the firm and participating in the firm's Employee Referral Bonus Program
• Contribute to firm's efforts to attract, retain, and develop staff and seniors and act as mentor for other senior & staff
• Demonstrate excellent team skills, positive attitude and high ethical standards
• Lead by example to positively impact employee morale to help build and maintain our inclusive culture
• Set and achieve challenging profitability, billing, and collection objectives consistent with circumstances of the engagement, proper utilization of staff, and attention to risk management
• 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 or add value to our clients

Successful candidates will have:

• 5+ years' experience in a large accounting firm in audit, financial advisory service line in financial services industry
• Bachelor's degree in accounting, finance or related
• Certified public accountant (CPA), or CMA preferred
• Knowledge and ability to use appropriate tools, applications, and accounting and finance concepts to facilitate analysis. Skills with Power BI and/ or Tableau is a plus.
• Current US GAAP and/or IFRS advisory…