Job Description:

Overview



Baker Tilly is a leading advisory, tax and assurance 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, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.


Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.


Please discuss the work location status with your Baker Tilly 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.


Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.




Job Description:




Responsibilities



Working within the internal Finance team, the Finance Manager is responsible for working within the Partner Services team in support of various financial processes involving the Partner group of Baker Tilly. The position involves complex data analysis, modeling and project management initiatives, and ensures processes are executed appropriately, accurately, and timely. Responsibilities include the management and monitoring of detailed calculations for payments to Partners of the firm, assist in matters related to Partnership compensation, draws and capital funding, partner retirement analyses, merger due diligence, providing reports to firm management as needed, and liaising between other functional groups in the firm including Risk/Legal, Payroll, Financial Reporting, People Solutions, etc. The Finance Manager understands and advocates for continuous improvement, and embraces change management with specific processes and tools, all in support of a growing and dynamic organization.


Primary Duties and Responsibilities:


Manage and oversee functions within the Partner Services team.

• Maintain high level of accuracy and integrity of data to achieve deadlines.
  
  


• Manage and execute the completion of data analyses and modeling.
  
  


• Utilize high level of Excel technical knowledge to create and oversee reporting and/or complex modeling.
  
  


• Combine and analyze data from different systems.
  
  


• Use current data and assumptions to forecast and model future transactional activity.
  
  


• Support the execution of M&A activity, and assist in the review of associated legal documents.
  
  

Assist with the calculation, monitoring and reporting of payments made to Partners.

• Oversee functional responsibilities within the team and provide guidance as needed.
  
  


• Utilize high level of Excel technical knowledge to review and report on partner activity.
  
  

Support the creation / production of annual Partner compensation and draw statements.

• Gain in-depth understanding of Partner compensation, draw and capital policies to ensure accurate completion of individual Partner communications.
  
  


• Manage and assist with the preparation, review and reconcile data, applicable language in documents, and summary reports.
  
  


• Report preliminary trends, summary statistics, and other modeling / assumptions to executives and Senior Leadership Team at BT.
  
  

Assist with Partner capital funding processes and payments.

• Serve as a resource for Partner questions surrounding firm capital requirements.
  
  


• Oversee Partner loan funding of capital requirements.
  
  


• Manage the necessary reporting and/or tracking to ensure capital requirements are met pursuant to established guidelines and deadlines.
  
  

Work efficiently with other team members (within Finance team and with other functional groups in the firm) to provide support to the Partners.

• Collaborate with team members in support of firm initiatives and/or working group objectives.
  
  


• Critically evaluate information from multiple sources, decompose high-level information into details, and elevate critical items to immediate supervisor.
  
  


• Communicates efficiently (verbally and in writing) with all stakeholders involved.
  
  


• Provides recommendations for operational improvement to immediate supervisor, supported by sound analytical evidence. Actively participate in the implementation of approved changes.
  
  

Qualifications

• Bachelor's degree required.
  
  


• Minimum of 5-8 years accounting and/or financial experience.
  
  


• High level of Excel technical knowledge, skills, and experience.
  
  


• High level of accuracy and attention to detail, as well as ability to follow directions and procedures required.
  
  


• Ability to work independently in a fast-paced, time sensitive environment with frequent interruptions.
  
  


• Demonstrated problem solving, organizational, interpersonal and project management skills.
  
  


• A sense of urgency and a commitment to quality and timely completion of projects.
  
  


• Strong verbal and written communication skills.
  
  


• Strong management skills including collaboration, assertiveness, diplomacy, respect for differing opinions, creative thinking, and drive.
  
  


• Ability to provide exceptional client service, demonstrate commitment to continuous learning, maintain confidentiality, and display appropriate ethical knowledge.
  
  

The compensation range for this role is $105,960 to $190,740. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location. Apply Now