Director, CFO Advisory Services

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 client’s 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 Partners 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 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 Must be authorized to work in the United States without future sponsorship Bachelor’s degree in Accounting or Finance Master’s 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 < 25% annually
LI-SB1 Overview Baker Tilly US, LLP (Baker Tilly) is a leading advisory CPA 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 and Chicago. Baker Tilly is an independent member of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 148 territories, with 38,000 professionals and a combined worldwide revenue of $4.3 billion.   Many of Baker Tilly’s roles have the opportunity to work remotely. Please discuss with your 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.