Finance Manager
Baker Tilly Advisory Group, LP

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.

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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:


Working within the internal Baker Tilly Finance team, the Finance Manager will play a key role in identifying, developing, and leading Finance process improvement initiatives to enhance and maintain operational procedures, systems, and policies. This role will act as Subject Matter Expert representing Finance in projects or initiatives sponsored by other divisions and will be responsible for translating complex business needs to technical solutions, and vice-versa, with current systems, projects, and initiatives in mind.

The Finance Manager will plan and manage various Finance operational activities and project deliverables by directing, facilitating, influencing and coordinating project-related activities, data, and resources. This role will be responsible for the management, administration, decision making, and execution of various Finance operational tasks. This role will also address queries and concerns from other functional teams, as well as merger candidate firms, regarding key Finance activities, providing clarity and guidance as needed.

This position requires a proven ability to lead complex organizational change initiatives, influence stakeholders, use problem-solving techniques to remove barriers and resolve conflict, communicate effectively and work collaboratively with cross-functional teams, escalate issues and risks to the appropriate stakeholders, and demonstrate the agility/adaptability to be effective in a fast-paced, changing business environment.

This position ensures processes and activities are executed appropriately, accurately, and timely. 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:

Finance Initiatives and Analysis

• Evaluate, test and recommend new opportunities for enhancing Finance software and processes. Improve systems by studying current practices and designing modifications. Recommend controls by identifying problems and writing improved procedures.
• Lead sessions to elicit and validate functional and technical requirements using interviews, document analysis, requirement workshops, surveys, site visits, business process description, use cases, scenarios, and workflow analysis. Critically evaluate information gathered from multiple sources, reconcile conflicts, decompose high-level information into details, abstract up from low-level information to a general understanding and distinguish user requests from underlying needs.
• Collaborate to define requirements and acceptance criteria for implementation.
• Perform reviews and analyses of current processes using operational metrics and reports.
• Oversee and support the selection and implementation of Finance related software.
• Support testing efforts and remediation activities.
  

• Determine operational objectives by studying business functions and gathering intelligence from firm leadership about needs and future growth.
• Understand and communicate the financial and operational impact of changes.
• Provide recommendations for operational improvement to senior management supported by analytics. Actively participate in the implementation of approved changes.
• Works with the Firm and Finance leadership / steering committee teams to shape Finance project objectives and timeline based on business needs, ensuring they are aligned with the overall firm strategies.
• Identifies opportunities for improvement in the Finance operations or project delivery process, and implements the process improvements.
• Collaborates with support teams through a consistent feedback loop to drive continuous improvement.

• Bachelor's degree in business, finance, accounting, operations, or related field; or an equivalent combination of education and experience.
• Five (5) to eight (8) years of experience in finance, accounting, operations, or leadership within a fast-paced, highly competitive, and dynamic environment, professional services highly preferred.
• Excellent analytical skills, including the ability to identify problems, research and analyze issues from multiple perspectives, reach sound conclusions while demonstrating logical reasoning, and make appropriate decisions and recommendations.
• High attention to detail with the ability to see the big picture and understand how people, processes and technology in an organization interact.
• Project management experience required; experience leading merger activities or managing enterprise-wide projects / initiatives preferred.
• Consultative skills; the ability to influence without authority, confidently, effectively, and collaboratively. Excellent organizational and follow-through skills; able to prioritize and manage many simultaneous tasks and priorities. Proficiency in planning, effective requirements gathering, and documenting and understanding business processes and procedures. Business skills and aptitudes necessary to accurately manage project budget, and monitor expenses.
• Demonstrated ability to collaborate and have impact and influence across multiple functional areas (e.g., People Solutions, Finance, Enterprise Technology, Operations, Marketing, Legal & Risk, etc.); Experience fostering strong working relationships with C-level executive team members and senior leaders.
• Articulate, professional demeanor with strong self-confidence and executive presence. Demonstrated organizational and interpersonal skills.
• Excellent verbal, non-verbal, and written communication skills, including the ability to listen; deliver effective group presentations; communicate persuasively with a variety of audiences and individuals at all levels of the organization; facilitate groups to achieve objectives, including resolution of conflict within groups or among individuals.
• Excellent analytical, problem solving, and critical thinking skills that include knowing when to escalate decisions and issues. Ability to work independently in a fast-paced, time sensitive environment.
• Ability to develop and maintain effective, collaborative relationships with internal and external stakeholders, as well as cross-functional and remote teams. Must be accountable, open, candid and transparent as the situation dictates. Ability to quickly learn new information and systems, and to adapt to new situations by altering approach and methods. Strong ability to communicate, motivate, and organize projects among a broad spectrum of people.
• Strong leadership 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.
• A sense of urgency and a commitment to quality and timely completion of projects.
• MS Office Suite (Excel, Word, PowerPoint, Project) technical knowledge, skills, and experience.
• Workday experience nice to have