Vice President leading M&A and capital raising transactions at KeyBanc Capital Markets. Managing client relationships and supporting business development efforts in investment banking.
About the role
- Join Baker Tilly as a Manager in Financial Advisory Services focusing on enhancing finance functions. Contribute to client satisfaction and improve financial reporting processes.
Responsibilities
- Actively participate in projects focused on financial services
- Supervise, develop and train staff on engagements
- Interact directly with senior managers and partners
- Strengthen existing client relationships and developing new business opportunities
- Communicate with business owners and other sophisticated parties to ensure delivery of exceptional client service
- Invest in professional development through training sessions and networking events
- Assist with recruiting activities
- Contribute to firm’s efforts to attract, retain, and develop staff
Requirements
- 6+ 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
- Skills with Power BI and/or Tableau is a plus
- Current US GAAP and/or IFRS advisory knowledge and application
- 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
Benefits
- Equal opportunity employer
- Professional development opportunities
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