Baker Tilly US

Financial Planning and Analysis

• Work closely with client executives and management teams to understand their businesses and assist in identifying and managing regulatory compliance risks within their business processes and systems
• Directly assist clients in notably being compliant with new or update in financial institution regulations
• Implement new or updated regulatory requirements, and translate regulatory requirements to ensure financial institution compliance
• Continually stay up-to-date on all existing compliance regulations
• Develop and maintain a broad knowledge and awareness of the financial institution industry and regulatory changes and identify potential impacts to compliance audit programs
• Support our internal audit practice as Subject Matter Expert on regulatory and compliance topics
• Provide strategic business advice to clients by assisting in the implementation of new regulatory requirements
• Assist with managing client engagement teams, along with 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
• Enjoy friendships, social activities and team outings that encourage a work-life balance

Senior Consultant – SOX, FDICIA

Affiliate Manager

• Manage scheduling for assigned leaders; for queue-based work, schedule meetings based on ticket requests and internal SLAs.
• Coordinate travel, lodging, itineraries, and expense reports; more prevalent in geo/principal support than queue-based models
• For geo support: reserve rooms, manage catering, AV, visitor access, and onsite setup. For queue support: schedule virtual meetings and ensure materials circulation.
• Prepare routine correspondence, update documents, maintain distribution lists, and support drafting/formatting.
• Coordinate production of internal/external deliverables including copying, collating, assembly, scanning, and distribution across teams (applies heavily in geo support).
• Manage ticketing platforms (FIFO) as applicable, SharePoint/Teams folders, knowledge assets, and data entry; support SLAs and process adherence.
• Perform other duties as required and assigned.

Administrative Business Partner

Business Development Rep

• Generate and manage a client facing pipeline- lead//own/participate in client pursuits (i.e. client discovery, proposal (pursuit) strategy, proposal development).
• Represent the firm’s full suite of services across the Asset Management ecosystem, including investment managers, funds, and financial intermediaries.
• Demonstrate an understanding of emerging financial technologies and digital platforms (e.g., data analytics, automation, AI, blockchain) and their application within Asset Management to enhance client solutions and drive growth.
• Develop a strong understanding of fund structures, investment strategies, and the end-to-end investment lifecycle to effectively align firm services with client needs.
• Co-Develop a sales plan for the assigned territory and report weekly on progress against that plan to senior management.
• Demonstrated ability to craft clear, concise, and compelling value propositions for services and solutions, tailored for both internal alignment and external positioning.
• Lead the deployment of sales techniques and strategies to integrate services and resources across all lines of services and geographies.
• Maintain deep knowledge of core service offerings and effectively position their application within target markets to influence decision-makers.
• Create, sustain, and grow relationships with new and existing clients through regular, open communication; ensure performance standards and client satisfaction are consistently met, and proactively communicate and troubleshoot issues as they arise.
• Monitor and communicate emerging trends in financial technology, digital transformation, and data-driven investing to identify new business opportunities.

Business Development Director – Asset Management

Software Engineer

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Temporary Senior Manager – Integration Developer

• Generate and manage a client facing pipeline- lead//own/participate in client pursuits (i.e. client discovery, proposal (pursuit) strategy, proposal development).
• Represent the firm and it’s entire suite of services serving the Real Estate ecosystem.
• Co-Develop a sales plan for the assigned territory and report weekly on progress against that plan to senior management.
• Demonstrated ability to craft clear, concise, and compelling value propositions for services and solutions, tailored for both internal alignment and external positioning.
• Lead the deployment of sales techniques and strategies to integrate services and resources across all lines of services and geographies.
• Maintain deep knowledge of core service offerings and effectively position their application within target markets to influence decision-makers.
• Create, sustain, and grow relationships with new and existing clients through regular, open communication; ensure performance standards and client satisfaction are consistently met, and proactively communicate and troubleshoot issues as they arise.
• Account Ownership; Strategic Account Management.
• Support the deployment and drive the use of industry-specific systems, technology development, and lead overall sales strategy for the industry.
• Innovate and grow the real estate industry practice through collaboration, teaming, and differentiation.
• Have conversational knowledge of other major service offerings outside of your team(s) with intersection into your target market(s); to leverage Firm strategy of providing or enhancing value for an integrated-reinforcing marketplace.
• Maintain strict compliance with CRM (Salesforce) requirements by consistently documenting opportunity notes and all related activities, and keeping an accurate, up-to-date pipeline of qualified opportunities in accordance with firm protocols.
• Attain closed business deal ($) goals associated with both new accounts and existing client accounts (as appropriate), to ensure a profitable return to Firm each fiscal year.
• Perform regular, aggressive and prompt follow up on all Firm-generated leads assigned from campaigns, or ad hoc requests from practice leadership.
• Collaborate with other Firm Industry, Service & Geography BD leaders and practice leaders for an integrated Go-to-Market (GTM) approach.
• Perform account planning and key account research to optimize BD efforts and account penetration.
• Make primary out-reach efforts, coordinated with marketing personnel on campaigns including prospect calls, emails and other mechanisms to secure appointments with COI individuals.
• Coach, develop and lead sales professionals (as well as industry resources) within the industry(s), and support other sales professionals with service or geographic alignment.
• Demonstrate strong problem-solving, critical thinking, and thought leadership skills.

Business Development Director – Real Estate

Manager

• Analyze and interpret client’s financial data and identify and assess clients' cross-border intercompany transactions
• Review transfers of tangible goods, services and intellectual property transactions
• Manage functional analysis interviews
• Perform documentation, planning, dispute resolution and advance pricing agreements
• Lead multiple transfer pricing engagements ensuring the delivery of quality tax planning and consulting projects for our diverse clients
• Build on technical competence by keeping up-to-date on trends, developments and technical authorities and apply them to complex situations
• Collaborate and build relationships with Baker Tilly member firms around the world
• Provide transfer pricing technical guidance to tax professionals firm-wide
• 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
• 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

Senior Manager, Transfer Pricing

• Lead efforts to achieve client satisfaction through engagement oversight and interaction with client executives and engagement sponsors
• Be accessible and anticipate client needs, questions, and issues
• Schedule internal and external deadlines to meet client expectations for delivery
• Interact at the highest levels of client organizations
• Resourceful at gaining exposure to client activities offering potential for application of firm services
• Display broad understanding of activities and interests of other disciplines and play pivotal role in gaining client interest
• Establish record of gaining client use of wide range of firm services
• Set and achieve challenging profitability, billing, and collection objectives consistent with circumstances of the engagement, proper utilization of staff, and attention to risk
• Handle heavy load, including complex/demanding clients
• Achieve high visibility for delivery of quality services in both routine and complex situations requiring innovation while being sought out as consulting resource
• Understand firm’s strategy, practice areas, and service offerings and participate in proposals and presentations leading to new engagements
• Create opportunities to gain new clients
• 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 client
• Play major role in implementation of technical/industry/functional programs while being acknowledged as an expert in the firm
• Lead by example to positively impact employee morale
• Contribute to firm’s efforts to attract, retain, and develop staff and managers and act as mentor for other managers and senior staff
• Attains positions of leadership in designated business/professional organizations providing advantageous new business opportunities

Senior Manager, CFO Advisory – Financial Services

• 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.

Manager, CFO Advisory – Financial Services

People Operations

• Serves as trusted advisor and communications partner to the Chief People Officer and People Solutions leadership team.
• Develops communication strategies that advance the people strategy, culture, and team member experience.
• Anticipates communication risks and opportunities, while driving change.
• Provides counsel on messaging, timing, tone, and channels.
• Supports executive positioning for People Solutions leadership, including talking points, presentations, and town hall content.
• Translates complex policies and programs into clear, understandable employee messaging.

Communications Relationship Director – People Solutions

Risk

• 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 processes and systems.
• Develop in-depth knowledge of clients’ businesses and industries by having direct client interaction while working on multiple aspects of an engagement
• Perform detailed materiality analysis, scoping, risk assessment, and other engagement planning and management tasks required to guide engagement team execution.
• 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 business risk across a wide range of areas, including operational audit and SOX compliance
• Review clients' processes and controls against industry frameworks, identifying gaps in design and execution, and communicating issues and recommendations to clients
• Draft 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
• 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
• Enjoy friendships, social activities and team outings that encourage a work-life balance
• Actively participates in professional organizations, client functions, events, and lunches & conducts presentations and seminars.

Internal Audit & Risk Advisory Manager

• Assess compliance with quality standards of the PCAOB, AICPA, and IAASB
• Manage workflows, facilitate documentation updates, and participate in ongoing risk assessments
• Oversee documentation for the Firm’s Assurance SQM
• Consult and educate with process owners to facilitate understanding of quality objectives
• Enhance and execute a model to evaluate monitoring and remediation activities
• Assist in identifying, tracking, and reporting on quality findings and improvements

Senior Manager – Quality Management

Analyst

• Be a trusted member of the Epic Practice team with responsibilities including:
• Demonstrate significant knowledge of Epic implementations, upgrades, and optimizations including:
• Understand functionality and methodology that support successful Epic projects.
• Plan, design/build, test, implement and support the needs of Epic EHR.
• Participates on cross-functional teams as required to ensure integration and alignment of build, process design, and configuration of workflows.
• Lead / facilitate requirements gathering and workflow analysis.
• Lead or provide support during testing, training, and implementation of applications.
• Identify issues with workflows and build, and develop solutions to remediate.
• Provide support to business operations or clinical end-users.
• Provide mentorship, training and guidance to IT members at the client site.
• Serve as subject matter expert in the assigned applications.
• Provide counsel on best practices to client teams.
• Maintain current knowledge of any updates and improvements to relevant technology Epic applications and maintain required Epic certifications with NVTs and CEEs.
• Ability to keep tasks on schedule.

Temporary Application Analyst

• Understand key industry service offerings, and the ability to confidently communicate their applications in/to/for the technology ecosystem (i.e. Software & SaaS, AI, AgTech, FinTech & CleanTech, etc.) to a varied group of stakeholders.
• Possess a deep understanding of how technology and venture capital markets intersect and function, including the technology lifecycle and the flow of capital from investors to startups, the stages of funding (seed, early-stage, growth), and the various players involved (venture capitalists, angel investors, corporate venture arms, etc.).
• Build, maintain and grow relationships with professionals in the technology and venture capital ecosystem - including entrepreneurs, fellow investors, tech. incubators and industry experts who can provide valuable insights and opportunities.
• Track and analyze emerging technology trends and innovations to identify potential opportunities within the industry.
• Serve as Value Architect™ and enable/facilitate Value Architect™ behaviors-activities
• Generate a client facing pipeline & manage/lead/participate in client pursuits (i.e., client discovery, presentations, proposal (pursuit) strategy, proposal development).
• Develop a sales plan for the assigned territory and report weekly on progress against that plan to senior management.
• Identify and leverage support needed to fully understand client needs, represent Baker Tilly, and close deals – i.e., technical support for calls, recruiting support, executive support, marketing support.
• Maintain and grow relationships with existing clients by maintaining regular and open communications.
• Ensure standards of performance are being met by assigned consultants, and satisfaction level of client. Troubleshoot issues should they arise.
• Utilize support of Business Development Manager to achieve sales goals.
• Provide direction and mentorship to assigned Business Development Manager in support of the Director's sales plan/initiatives/campaigns.
• Negotiate service agreements and statements of work with clients.
• Maintain strict compliance with CRM (Salesforce) requirements by consistently documenting opportunity notes and all related activities, and keeping an accurate, up-to-date pipeline of qualified opportunities in accordance with firm protocols.
• Salesforce is a record of the team’s level of activity and successes, and is routinely reviewed by senior management.
• As the company grows, the potential exists for territories to be realigned. Your input into Salesforce is the foundation upon which any successor will begin.
• Provide weekly sales updates to senior management.
• Be a good steward of Baker Tilly financial resources when planning sales trips and entertaining clients (i.e., booking more than one client visit for a trip, obtaining competitive rates for travel by planning in advance).
• Ensure client satisfaction on each and every engagement.
• Maintain knowledge of Baker Tilly’s core competencies, consultants and project history to appropriately represent Baker Tilly in communications with clients/prospective clients.
• To represent Baker Tilly in sales meetings/conferences/tradeshows/user group meetings.

Business Development Director

Implementation Specialist

• Support end-to-end payroll system implementations for new clients across the ADP Workforce Now (WFN) autopay platform
• Configure WFN based on client requirements, including earnings, deductions, tax settings, and employee data
• Partner with the Project Manager to execute implementation plans, timelines, and deliverables
• Gather and document client payroll requirements, processes, and data needs
• Perform data mapping, data validation, and support data migration activities
• Develop and write calculations to deliver to the ADP team for upload on the mainframe
• Execute system testing, including payroll parallel testing, and resolve discrepancies
• Identify and troubleshoot setup issues, escalating complex challenges to ADP as needed and ensuring quick and accurate resolution
• Support integration setup with third-party systems as applicable to each client (e.g., benefits, timekeeping, general ledger)
• Assist in developing and delivering client training on payroll system functionality and processes
• Ensure accuracy and completeness of system configuration prior to client go-live
• Support the transition of clients from implementation to ongoing service teams

Payroll Implementation Specialist – WFN

• Understand key industry service offerings and confidently communicate their application across the Life Sciences ecosystem (i.e. biopharma, medical devices, diagnostics, digital health) to a diverse group of stakeholders.
• Possess a strong understanding of how Life Sciences and investment landscape intersect, including the product development lifecycle (R&D through commercialization), regulatory pathways, funding stages (seed, clinical, growth), and key stakeholders (venture capital, private equity, strategic partners, research institutions)
• Build, maintain and grow relationships within the Life Sciences ecosystem, including executives, researchers, investors, incubators and accelerators, and industry experts who provide insights and drive opportunities.
• Monitor and analyze emerging trends, scientific advancements, and innovations in Life Sciences to identify and develop new business opportunities within the sector.
• Serve as Value Architect™ and enable/facilitate Value Architect™ behaviors-activities.
• Generate a client facing pipeline & manage/lead/participate in client pursuits (i.e., client discovery, presentations, proposal (pursuit) strategy, proposal development).
• Develop a sales plan for the assigned territory and report weekly on progress against that plan to senior management.
• Identify and leverage support needed to fully understand client needs, represent Baker Tilly, and close deals – i.e., technical support for calls, recruiting support, executive support, marketing support.
• Maintain and grow relationships with existing clients by maintaining regular and open communications.
• Ensure standards of performance are being met by assigned consultants, and satisfaction level of client.
• Troubleshoot issues should they arise.
• Utilize support of Business Development Manager to achieve sales goals.
• Provide direction and mentorship to assigned Business Development Manager in support of the Director's sales plan/initiatives/campaigns.
• Negotiate service agreements and statements of work with clients.
• Maintain strict compliance with CRM (Salesforce) requirements by consistently documenting opportunity notes and all related activities, and keeping an accurate, up-to-date pipeline of qualified opportunities in accordance with firm protocols.
• Provide weekly sales updates to senior management.
• Be a good steward of Baker Tilly financial resources when planning sales trips and entertaining clients (i.e., booking more than one client visit for a trip, obtaining competitive rates for travel by planning in advance).
• Ensure client satisfaction on each and every engagement.
• Maintain knowledge of Baker Tilly’s core competencies, consultants and project history to appropriately represent Baker Tilly in communications with clients/prospective clients.
• To represent Baker Tilly in sales meetings/conferences/tradeshows/user group meetings.