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Baker Tilly · 2 months ago

Manager, Advisory - Financial Services

USA NY New York City 66 Hudson Blvd E

Full-time

Onsite

Mid, Senior Level

$125K/yr - $237K/yr

6+ years exp

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage. They are seeking a Manager for their Financial Advisory Services team to help improve financial reporting processes and deliver exceptional client service in the financial services industry.

AccountingConsulting

H1B Sponsor Likely

Responsibilities

Actively participate in projects focused on the following service offerings in financial services:

US GAAP Advisory

Business Analytics and Decision Support

Financial Accounting Advisory Services

Transaction Support

Finance transformation

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 while also expanding our footprints across other functional areas at clients

Communicate with business owners, executive management, investors, lenders and other sophisticated parties to ensure delivery of exceptional client service

Be accessible and anticipate client needs, questions, and issues

Invest in professional development through active participation in training sessions and networking events both internally and externally

Assist with recruiting activities to include campus recruiting along with referring experienced individuals to the firm and participating in the firm's Employee Referral Bonus Program

Contribute to firm’s efforts to attract, retain, and develop staff and seniors and act as mentor for other senior & staff

Demonstrate excellent team skills, positive attitude and high ethical standards

Lead by example to positively impact employee morale to help build and maintain our inclusive culture

Set and achieve challenging profitability, billing, and collection objectives consistent with circumstances of the engagement, proper utilization of staff, and attention to risk management

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 or add value to our clients

Qualification

US GAAP AdvisoryFinancial Accounting AdvisoryFinancial AnalysisCertified Public Accountant (CPA)Business AnalyticsPower BIExcel ModelingClient Relationship ManagementTeam LeadershipCommunication SkillsOrganizational Skills

Required

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

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 US GAAP and/or IFRS 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

Company

Baker Tilly

Glassdoor3.8

At Baker Tilly, we care about you and the impact you make. That’s why we’re fully committed to your journey, wherever your ambitions take you.

Founded in 1987

London, England, GBR

10001+ employees

https://www.bakertilly.global/

H1B Sponsorship

Baker Tilly has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (7)

2024 (19)

2023 (23)

2022 (25)

2021 (19)