Senior Manager, CFO Advisory – Financial Services

🕒 April 29

🏢🏡 San Francisco – Hybrid

💵 $179.8k - $341k / year

⏰ Full Time

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

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Baker Tilly US

WebsiteLinkedInAll Job Openings

5001 - 10000 employees

💸 Finance

🏢 Enterprise

Finance • Consulting • Enterprise

Baker Tilly US is a professional services firm offering accounting, assurance, tax, and business advisory services. The company provides a wide range of services, including cybersecurity, artificial intelligence consulting, ESG and sustainability advisory, and risk advisory. Baker Tilly serves numerous industries such as construction, energy, healthcare, higher education, and real estate by offering industry-specific insights and solutions. It is also part of the Baker Tilly International network, the 10th largest accountancy and advisory network globally.

📋 Description

• 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

🎯 Requirements

• 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 • 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