Baker Tilly US

Account Manager

• Join Baker Tilly as a Tax Manager with our PE Partnerships group!
• This is a great opportunity to grow your career as a valued advisor delivering tax and business advisory services and tax compliance to private equity clients.
• You will work side-by-side with firm leadership to serve clients and build the business, having a direct impact on the firm’s success.
• Additionally, you will be a coach to a group of talented staff, utilizing your experience to help develop their technical and professional skills.
• Be a trusted member of the team providing various tax, accounting and advisory services to PE clients.
• Oversee and provide services pertaining to accounting, bookkeeping and prepared or compiled financials.
• Review and analyze accounting records and/or reporting with clients, provide analysis and consultation, and communicate with client to discuss accounting and business matters.
• Deliver best-in-class customer service to clients at all times, with an emphasis on being responsive, timely, professional, and accurate.
• Lead and plan client engagements, and continuously evaluate processes and procedures within the client services and implementation functions with emphasis on implementing efficiencies and identification of internal control issues.
• Provide recommendations for business and process improvements based upon knowledge gained relative to the client’s operations, processes, and business objectives.
• Manage and build client relationships, act as liaison to address and resolve client issues, and assist team leaders in researching and providing additional services to client.
• Effectively delegate and oversee the work efforts by setting goals, providing resources, removing obstacles, and scheduling deadlines to meet client expectations for delivery.
• Maintain current knowledge of local, state, and federal tax practices and laws.
• Assist with managing client engagement staffing, billings/collections, and ensure client profitability targets are met.
• Utilize your entrepreneurial skills to network and build strong relationships internally and externally with clients and the community.
• Invest in your professional development individually and through participation in firm wide learning and development programs.
• Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals.

Tax Manager – Partnerships, PE Portfolio

Security Engineer

• Work closely with client executives and management teams to understand their businesses and assist in identifying and managing financial and operational risks within their business systems to ensure technology risks are managed
• Develop in-depth knowledge of clients’ businesses and industries by having direct client interaction while working on multiple aspects of an engagement
• Think independently and strategically about your clients’ business, systems and risks providing recommendations for business and process improvements based upon knowledge gained relative to the client’s operations, processes and business objectives
• Provide strategic business advice to clients by assisting in the implementation of new processes and controls that address key risks
• Assess, manage and optimize information technology risk across a wide range of areas, IT general controls, financial account and auditing, IT strategy and governance, IT regulatory and compliance requirements and business continuity
• Review clients' processes and controls against industry frameworks, identifying gaps in design and execution, and communicating issues and recommendations to clients
• Assist in the development of audit programs and the execution of internal audits and IT control assessments in the areas of: IT strategy and governance IT operations, business process, key reports (IPE), automated controls ITGC and application controls Regulatory and compliance requirements, specifically Sarbanes Oxley
• Assist in drafting comprehensive executive summaries and final reports for delivery to the client, documenting and reviewing engagement work papers in accordance with industry-accepted internal audit methodologies
• Act as a valued business advisor, build relationships and communicate effectively with the client to provide superior client service
• Continue to develop your knowledge and experience working with a variety of technology environments, platforms, applications and tools/utilities
• Demonstrate the desire to continually grow, learn and develop skills and knowledge through external and internal education, training and cross-training opportunities to maximize personal contribution to the organizational goals and ongoing career development
• Utilize your entrepreneurial skills to network and build strong relationships internally and externally with clients
• Enjoy friendships, social activities and team outings that encourage a work-life balance

IT Audit, Cybersecurity & Risk Consultant – SOC Focus

Manager

• Complete most engagements with minimum to no supervision.
• Will be responsible for directing staff, instructing them in work to be performed, reviewing their completed work and directing any necessary revisions or actions.
• Conduct and perform forensic financial analyses, build models, maintain documents produced in insurance and some litigation, summarize depositions, assist in report writing, and perform quality control procedures on schedules and reports.
• Make decisions on all but the most unusual or complex matters.
• Discuss and outline problems/ issues with a Senior Manager, Director or Partner and then act on the preferred advice.
• Determines engagement timelines, in conjunction with the engagement lead, and instructs assistants in time management methods allowing them to efficiently and effectively accomplish the Firm’s objectives.
• Assume responsibility for all project phases related to the investigation of fraud, forensic accounting, or malfeasance.
• Manage day-to-day project activities; establish appropriate leverage on project teams and assign/manage project responsibilities to team members.
• Develop and maintain excellent client relationships.
• Participate in Firm business development efforts, including the development of presentations, proposals and qualifications packages.
• Represents Firm at business and community functions in order to maintain current, acquire new and expand existing client relationships.
• Carry out the quantification of claims on behalf of Insurers, Loss Adjusters, Lawyers and others.
• Analyze data and financial / non-financial information and apply a forensic approach to the work.
• Prepare clear, concise reports which can be understood by non-accountants.
• Be flexible and responsive to client needs, in particular being available for meetings at times and places stipulated by the client.
• Contribute to the general management of the Consulting Practice and develop and implement a personal plan which sets goals for professional and practice development.
• Organizes the appropriate resources to ensure timely delivery of a high quality Baker Tilly work product within budget or obtains additional increases as needed.
• Has a comprehensive understanding of the work at hand to effectively and efficiently provide detailed explanations to the supervising Partner and client, including recommending solutions to any issues that need to be addressed.

Forensics Litigation & Valuation Services Manager

Director

• Assume responsibility for all project phases and work directly with clients in accomplishing project objectives.
• Demonstrate significant expertise with SDLC for a project/program management office to support technical project managers.
• Employ technical and functional skills around the evaluation and implementation of packaged software solutions.
• Develop and execute methodologies and solutions specific to the government contracting industry.
• Assist in identification of new business opportunities. Such activities include development of new methodologies and tools, participation in proposal opportunities, market research, and other internal initiatives when possible.
• Deliver exceptional client service in all client interactions and projects.
• Communicate effectively, both internally and to clients, including those at an executive level.
• Manage day-to-day project activities; establish appropriate leverage on project teams and assign/manage project responsibilities to team members.
• Provide coaching, mentoring and performance counseling to consultants, clients and project team members.
• Contribute to the general management of the Consulting Practice and develop and implement a personal plan which sets goals for professional and practice development.

GovCon Technology Director, Deltek Costpoint Experience

Robotics

• Analyze current-state processes for enlisted performance evaluation workflows (e.g., EVALs/FITREPs)
• Identify inefficiencies, gaps, and opportunities for automation
• Document as-is and to-be process flows, including decision points and exception handling
• Collaborate with Navy stakeholders to validate process understanding and requirements
• Gather and document functional and non-functional requirements for RPA and IDP solutions
• Translate business processes into clear automation logic and rule definitions
• Develop user stories, process maps, and acceptance criteria
• Ensure traceability between requirements, business rules, and implemented automations
• Work with developers to define requirements for data extraction from evaluation documents using IDP tools
• Help establish data normalization standards across extracted fields
• Validate extracted data against expected formats and business context
• Define and document business rules to verify completeness and correctness of enlisted evaluation documents
• Support implementation of rule-based validation (e.g., required fields, formatting, scoring consistency)
• Assist in identifying edge cases and exception scenarios
• Develop and execute UAT test cases focused on evaluation document processing
• Validate that automation outputs meet Navy business standards
• Support defect tracking, triage, and resolution
• Act as liaison between Navy personnel SMEs and automation developers
• Facilitate workshops, working sessions, and demos
• Communicate progress, risks, and requirements clearly to both technical and non-technical audiences

RPA Project Analyst

• Collaborate with the RPA Business Analyst to conduct and document business process reviews
• Assist Business Analyst with creation of the Process Definition Document (PDD)
• Collaborate with the RPA Solution Architect to build the to-be process architecture
• Build RPA using PDD and architecture requirements
• Conduct unit and integration testing to ensure PDD/architecture requirements are met
• Collaborate with the RPA Business Analyst to create the Test Plan/Test Report
• Conduct User Acceptance Testing (UAT) with the client
• Document automation process and architecture in a ‘Run Book’
• Monitor automation performance and provide bug fixes during Hypercare

RPA Architect – Manager

• Work closely with client executives and management teams to understand their businesses and assist in identifying and managing financial and operational risks within their business systems to ensure technology risks are managed:
• Develop in-depth knowledge of clients’ businesses and industries by having direct client interaction while working on multiple aspects of an engagement
• Think independently and strategically about your clients’ business, systems and risks providing recommendations for business and process improvements based upon knowledge gained relative to the client’s operations, processes and business objectives
• Provide strategic business assurance to clients by assisting in the implementation of new processes and controls that address key risks
• Assess, manage and optimize information technology risk across a wide range of areas, including cybersecurity, IT strategy and governance, IT regulatory and compliance requirements, and business continuity
• Review clients' processes and controls against industry frameworks, identifying gaps in design and execution, and communicating issues and recommendations to clients
• Assist in the development of audit programs and the execution of internal audits and IT control assessments in the areas of:
• IT strategy and governance
• IT operations, business continuity and disaster recovery
• Cybersecurity
• Third party risk
• ITGC and application controls
• SOC reporting
• Regulatory and compliance requirements
• Assist in drafting comprehensive executive summaries and final reports for delivery to the client, documenting and reviewing engagement work papers in accordance with industry-accepted internal audit methodologies
• Act as a valued business advisor, build relationships and communicate effectively with the client to provide superior client service
• Facilitate professional and effective presentations to internal and external audiences
• Continue to develop your knowledge and experience working with a variety of technology environments, platforms, applications and tools/utilities
• Demonstrate the desire to continually grow, learn and develop skills and knowledge through external and internal education, training and cross-training opportunities to maximize personal contribution to the organizational goals and ongoing career development
• Utilize your entrepreneurial skills to network and build strong relationships internally and externally with clients
• Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals
• Enjoy friendships, social activities and team outings that encourage a work-life balance

Senior IT Audit, Cybersecurity & Risk Advisory

• Manage and execute resource management process for assigned population
• Facilitate scheduling of resources to appropriate client assignments based on timing, travel, levels, skills, and other necessary requirements
• Drive scheduling process to prepare for future deadlines; balance capacity with open needs and proposing solutions to maximize utilization and drive profitability
• Use scheduling tools to forecast hours, track utilization, and monitor overall headcount
• Facilitate meetings with Managers and Partners on a weekly basis, providing updates as needed
• Ensure staff profiles and schedules are accurately maintained in the scheduling database; making necessary changes on a recurring basis
• Generate and analyze resource management reports, including availability reports, billable hour forecasts and actual vs scheduled variance data
• Monitor chargeable hours, overtime, and travel to ensure work is fairly distributed
• Drive consistency by implementing resource management processes and teaming with personnel to ensure compliance
• Build relationships with client serving personnel at all levels through effective communications and a high degree of professionalism
• Gain understanding of the skills, experiences, and career goals of professional staff to ensure optimal client assignments alignments
• Proactively communicate with Managers, Partners and industry leaders to ensure population is effectively utilized
• Facilitate the resolution of conflicting assignments and flag availability of staff to ensure engagements are staffed appropriately
• Field scheduling questions, tailoring responses based as needed; elevating to Manager of Resource Management when necessary
• Collaborate across Firm functions and within internal team
• Liaise with resource managers across other business units for effective and efficient allocation of resources
• Support strategic resource management projects and initiatives throughout the year
• Coordinate with the human resource and recruiting teams on the hiring and on-boarding of campus and experienced hire talent, including intern programs
• Participation in semi-annual and annual performance calibration meetings for professional staff

Deployment Manager

Consultant

• Utilize application expertise, business knowledge, and technical skills to successfully support design, build, test, and deploy corporate/enterprise performance management (CPM/EPM) solutions to Baker Tilly clients.
• Support client workshops to gather requirements and build client design documentation for OneStream applications and solutions.
• Assist in the design of a comprehensive infrastructure framework within the OneStream financial application for clients based on requirements documentation.
• Engage in OneStream solution quality and testing, including unit testing, integration testing, regression testing, and user acceptance testing.
• Build, test & deploy reports, cube views, dashboards, templates and forms to meet client requirements.
• Work with our clients to develop a roadmap that encompasses an overall solution vision and effectively communicate initiatives across the entire project team.
• Identify new areas within the client’s business and forecasting processes where planning software can be better utilized to drive business results and increase the accuracy and efficiency of their budgets and forecasts.

Lead Consultant, OneStream

OneStream Lead Consultant

Solutions Engineer

• Utilize application expertise, business knowledge, and technical skills to successfully lead the discovery, requirements, design, build, test, and deployment of OneStream solutions to Baker Tilly clients.
• Lead client workshops to gather requirements and build client design documentation for OneStream applications and solutions.
• Design a comprehensive infrastructure framework within the OneStream financial application for clients based on requirements documentation, considering scalability, performance, security, and compliance requirements.
• Develop and demonstrate OneStream proof of concepts as required for new approaches to optimize performance.
• Guide the development and deployment of technical solutions and facilitate OneStream solution and architecture reviews, garnering cross-division solution alignment.
• Oversee OneStream solution quality and testing, including unit testing, integration testing, regression testing, and user acceptance testing.
• Work with clients to develop a roadmap that encompasses an overall solution vision and effectively communicate initiatives across the entire project team.
• Identify new areas within the client’s financial close and planning processes where OneStream can be better utilized to drive business results and increase accuracy and efficiency.
• Support the development and maturity of the Finance OneStream Center of Excellence (COE) technical governance framework, including the definition of standards, policies, principles, and procedures that guide our OneStream decisions and maximize the value of the technology and our integrations.
• Collaborate with clients to design and develop best-in-class business intelligence, analytics, and reporting solutions.
• Interact directly with Baker Tilly and client leadership on OneStream client and engagement management.
• Remain current with advancements in OneStream’s core platform, new marketplace solutions, and AI capabilities.
• Unleash and amplify talent of junior staff by supporting the development of training programs, leading training sessions, and coaching team members.

OneStream Solution Architect

• Lead a team of Baker Tilly and client resources through definition and delivery of transformation projects, with a focus on the auto dealership industry and the implementation of the Tekion Dealer Management Systes (DMS)
• Proactively identify and develop complementary value-added services for automotive dealerships, including process improvement initiatives and broader digital transformation opportunities that enhance operational efficiency and customer experience.
• Develop, manage, and measure effectiveness of project approach and plans aligned to critical phases of implementation (analyze, design, build, test, deploy) and/or long-term roadmaps which describe delivering large-scale solutions via a series of projects
• Lead the delivery of product training to dealer staff across departments (sales, service, parts, accounting)
• Elicit and define requirements using multiple methods such as interviews, document analysis, workshops, surveys, site visits, etc.
• Manage and implement multiple projects through delegation, coordination, communication, and organization.
• Coordinate deployment of projects included staffing resources, deadlines, and end user expectations
• Ensure that all projects are properly documented, which includes a business case, business requirements, and implementation plan, maintaining document requirements for project managers and business owners
• Manage third party vendor relationships to resource specific development needs
• Act as the liaison among the executive committee members, stakeholders, and development team including identification and mitigation of project risks and issues
• Support the development of the Enterprise Transformation practice from go-to-market activities to delivery methodology standards and team development
• Provide functional expertise based on your specific skills and background
• Utilize your entrepreneurial skills to network and build strong relationships internally and externally with clients and the community
• Invest in your professional development individually and through participation in firm wide learning and development programs
• Support the growth and development of team members and clients through the Baker Tilly Value Architect model, helping associates meet their professional goals
• Enjoy friendships, social activities and team outings that encourage a work-life balance

Engagement Lead – Tekion Implementation

Accounting Manager

• Handle accounting matters for various commercial/retail/hospitality assets
• Prepare and deliver monthly financial reporting package for each assigned property
• Maintain accounting records for ownership entities holding real estate assets
• Monitor compliance of certain ownership, debt and other agreements
• Prepare annualized income and expense projections each month to assist Property Management and client in cash flow management
• Prepare and analyze periodic excess net cash flow distribution calculations
• Prepare journal entries related to significant transactions such as acquisitions, dispositions, and financings
• Prepare data to support the annual financial statement audit and preparation of tax returns
• Assist in preparation and review of annual budget
• Work alongside Property Management to prepare tenant reconciliation settlements
• Input and setup all new leases and lease renewals in property management software
• Learn and grow from direct on the job coaching and mentoring
• Support the growth and development of team members through the Baker Tilly Care and Teach philosophy