Financial Services Representative engaging clients in a fast - paced Banking Centre. Providing tailored financial solutions while building meaningful relationships with clients.
About the role
- Manager role in CFO Accounting Advisory practice at Baker Tilly, improving financial reporting processes. Engage with finance executives across various industries for performance enhancement.
Responsibilities
- Actively participate in projects focused on the following service offerings: GAAP Advisory, Business Analytics and Decision Support, Financial Accounting Advisory Services, Transaction Support, 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
- Communicate with business owners, executive management, investors, lenders and other sophisticated parties to ensure delivery of exceptional client service
- Assist with recruiting activities to include campus recruiting along with referring experienced individuals to the firm.
Requirements
- 6+ years' experience in a large accounting firm in audit, financial advisory service line
- Bachelor’s degree in accounting, finance or related
- Certified public accountant (CPA), or CMA
- 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 GAAP advisory knowledge and application
- Exposure to Middle Market financial suite of applications, such as QuickBooks, NetSuite, IntAcct, etc., their functionality, workflows, automated controls, and associated facilitation of data consolidation, reporting, and robust analytics and their relationship to addressing myriad business requirements
- High motivation, initiative and positive attitude
- Excellent organizational skills with a demonstrated ability to multitask and handle multiple priorities appropriately
- Advanced 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
- Ability to Travel (apx 25%) and work in a hybrid work environment
Benefits
- Professional development through active participation in training sessions and networking events both internally and externally
- Employee Referral Bonus Program
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