Baker Tilly US

Business Development Rep

• 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.
• Utilize a broad array of sales techniques and approaches to identify healthcare IT consulting opportunities within his/her assigned territory consistent with Baker Tilly’s core competencies.
• Approaches may include, but are not limited to, cold-calling, client visits, client entertainment, email campaigns, attendance as conferences/tradeshows and speaking engagements.
• Has broad latitude for determining approaches that are effective in his/her territory.
• 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.
• Advise senior management on trends/shifts in healthcare IT (i.e. products, tools, pricing, federal requirements) that may impact company’s future direction or consulting offerings.
• 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.

Business Development Director

Manager

• Oversee all project activities and deliverables with customers, team members and Sage Intacct resources to ensure successful project completion
• Support and guide consultants in translating clients’ business requirements into solutions by supporting the analysis, planning, implementation, and evaluation of projects
• Drive continuous delivery process improvement and efficiency while establishing high standards for quality, increasing productivity and mitigating risk.
• Directly lead select projects based upon complexity and business need
• Gain and maintain a comprehensive understanding of all Sage Intacct modules
• Documentation for all project-related activities to include meeting minutes, requirements documentation, etc.
• Project closure and transition of customers from implementation to customer support
• Customer-focused webinars and functional knowledge transfer sessions according to methodology standards
• Develop and maintain positive relationships with key client stakeholders to ensure client satisfaction
• Serve as an escalation point for clients for issues related to consultant delivery
• Assist with managing client engagement staffing, billings/collections, and ensure client profitability targets are met
• Work with the Professional Services Leadership Team on practice development including updating and maintaining implementation methodology, expanding reach within BT
• Utilize your entrepreneurial skills to network and build strong relationships internally and externally with clients and the community

Experienced Manager, Sage Intacct Implementations

Payroll

• Ensure client payroll information is accurate within their specific payroll system and resolve any discrepancies
• Review and/or process payrolls in a timely manner to meet client deadlines
• Prepare reports of employee earnings, taxes, deductions, and employer’s contribution for social security and unemployment
• Establish strong and trusted client relationships by effectively consulting with clients on all payroll related matters
• Maintain confidence of employee data by keeping all information confidential
• Provide technical software support to clients
• Identify and accurately capture out of scope work
• Identify new opportunities to expand services to clients
• Manage new client implementation projects
• Train clients on payroll processes as necessary
• Be a resource to new hires and/or less experienced staff

Senior Specialist, Payroll

• Ensure client payroll information is accurate within their specific payroll system and resolve any discrepancies
• Review and/or process payrolls in a timely manner to meet client deadlines to include updating employee records, calculating/paying bonuses or severance, reviewing accuracy of federal and state income related tax calculations, and reconciling payroll deposits, tax withholdings, wage garnishments, etc.
• Prepare reports of employee earnings, taxes, deductions, and employer’s contribution for social security and unemployment
• Establish strong and trusted client relationships by effectively consulting with clients on all payroll related matters
• Maintain confidence of employee data by keeping all information confidential
• Accurately convey detailed information in both written and verbal format
• Provide technical software support to clients
• Identify and accurately capture out of scope work
• Identify new opportunities to expand services to clients
• Be an additional resource to the implementation team when needed
• Interview clients to gain understanding of payroll needs
• Manage new client implementation projects, ensuring timely completion and client satisfaction
• Train clients on payroll processes as necessary
• Be a resource to new hires and/or less experienced staff as it relates to clients, software, payroll, and/or processes
• Provide honest feedback to new hires/less experienced staff in a timely manner
• Help build team capabilities and knowledge by sharing insights and lessons learned
• Research and maintain product knowledge on ADP software platforms
• Maintain current knowledge of local, state, and federal practices and laws

Senior Payroll Specialist

Consultant

• Work directly with clients analyzing client issues and developing solutions.
• Review work, train and coach staff consultants.
• Assist with strengthening existing client relationships and develop new business opportunities by participating in sales meetings and working on proposals.
• Interact directly with Partners and leadership on client and engagement management.

Senior Consultant – GovCon Technology, Deltek Costpoint Experience

• Lead mid- to high-complexity initiatives or workstreams including planning and progressing project activities, contributing subject-matter expertise in solutioning, and “connecting the dots” to drive integration, executing independently in alignment with Strategic Execution Lead (SEL), Firmwide Operations and service line leadership.
• Develop and lead execution of organizational change management engagement and equipping plans within service line, collaborating with leaders to build sponsorship, align with firm-wide and service line goals, and drive adoption through communications and engagement adapted to need.
• Serve as a proxy for the SEL in representing and contributing subject-matter expertise for the service line and/or operations in firmwide initiatives.
• Liaison and support continuous improvement of practice management processes and tools in partnership with appropriate functional leads; scope may include areas, such as financial management, resource management, operational reporting, policies and procedures, quality and control processes execution, business development pipeline management, learning and workforce management.
• Engage with service line leaders and other key stakeholders to lead discussions and prepare analyses and recommendations on business topics related to practice performance, issues and risk management, technologies and automation, and operational improvement.
• Troubleshoot and resolve complex operational escalations impacting the service line leadership and/or team
• Support SEL and service line leadership in creating and executing communications, including preparing content, agendas, presentations, and documentation for executives and practice audiences.
• Provide detailed, data-driven analyses of operational performance and processes needed to explain and drive operational initiatives and priorities within and across the service line.

Senior Manager, Practice Management – Assurance

Analyst

• Gain hands-on experience within the real-estate advisory industry
• Performing in-depth market and financial research regarding real estate transactions, supply, demand, pricing, and investment parameters
• Assist with valuation analysis on a wide range of public and private real estate entities within various industries using accepted and relevant approaches and theory
• Assist in preparing and presenting the results of our analysis in a clear and concise manner
• Experience, through on-the-job training and real, meaningful work engagements, how your academic experience translates to the professional environment
• Learn directly from experienced Staff, Seniors, Managers and Partners with specialized experience and technical knowledge within the real estate industry
• Learn and grow from direct on-the-job coaching and mentoring along with participating in firm wide learning and development programs
• Utilize your entrepreneurial skills to network and build strong relationships internally and externally with clients
• Build friendships and strong work relationships while gaining valuable experience

Real Estate Advisory Analyst – Valuations

• 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
• 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 Manager, Deltek Costpoint

• Oversee tax-planning responsibilities for clients, review complex tax research on a wide range of tax issues related to business transactions for a variety of entities and their affiliates.
• Oversee the delivery of a full range of international tax services and advise U.S. and foreign multinational companies on the tax implications of their international operations as well as coordinating U.S. tax laws with foreign tax laws to develop an optimal worldwide tax strategy and develop tax planning strategies to minimize U.S. and foreign income taxes
• Consult with clients on tax-efficient structuring of international transactions, effective use of tax treaties, planning related to offshore investments activities and repatriation programs to minimize US and foreign income taxes of our US-based multinational clients, minimizing worldwide tax burdens on business transactions and operations, and making effective foreign investments
• Research and consult on various tax matters, respond to IRS and other tax authority inquiries when requested, make recommendations to the client for consideration
• Actively participate in business development efforts to include working collaboratively with other partners and marketing professionals to target and build relationships with client prospects
• Manage, supervise, train and lead the staff through counsel, guidance and coaching. Evaluate performance and work efforts; participate in performance review process.

International Tax Director

Events

• Proactively develop and implement strategic marketing plans in alignment with the overall firm-wide marketing plan and respective industry, service line, or local office business plans.
• Develop and implement strategic marketing plans for assigned teams
• Define and develop marketing, communication, and brand building strategies and tactics to execute the plans
• Manage and implement a wide range of marketing activities such as digital initiatives, webinars, social media, events and sponsorships to support the strategic marketing plans.
• Collaborate closely with team members to: Align objectives and strategies with Strategy 2.0 including firm footholds and industry/service growth plans
• Gather and maintain relevant client lists, industry information, competitor insights, etc.
• Develop and share ideas and best practices
• Share industry insights and knowledge
• Effectively leverage firm marketing resources, planning tools and marketing automation
• Innovate, share, and implement best practices
• Research industry issues, developments, and trends
• Collaborate closely with Marketing Strategy colleagues to: Track and report marketing return on investment and marketing return on objectives of initiatives (i.e. consistently review PowerBI Dashboards, SalesForce.com, etc.)
• Determine the most effective industry-focused content and thought leadership materials, such as white papers, articles/alerts, case studies, and client testimonials​
• Manage staff, as assigned
• Provide direction and guidance to assigned staff in the performance of their roles, establishing work priorities and in achieving stated goals​
• Maintain and expand knowledge base in area of expertise
• Participate in professional organizations, independent study, etc.
• Integrate new knowledge, skills, and best practices into daily work and share with colleagues as appropriate
• Become acknowledged and sought out by others due to extensive, in-depth knowledge and expertise of the assigned industry/service lines​
• Perform other responsibilities as assigned
• Participate in marketing taskforces and special projects

Marketing Manager, Events – Temporary

• Contribute to process improvement and business transformation projects for Baker Tilly’s healthcare clients with a focus on health systems and hospitals
• Collaborate with clients and internal teams through discovery sessions and interviews to identify, understand and translate business needs, processes and challenges into effective process documentation and requirements
• Analyze healthcare data sets to support client initiatives such as claim remittance, EHR, clinical workflow improvement and patient accounting data
• Analyze and interpret healthcare transactional data (e.g., claim, payment, adjustment, and denial information) to identify issues, anomalies, or process breakdowns
• Define key processes and capabilities to develop deliverables such as process maps, capability definitions, and reporting inventories
• Own solution components from requirements through implementation
• Manage project workstreams, build workplans, and track project financials
• Manage third-party vendor relationships on behalf of clients and project needs
• Construct status reports and project communications
• Participate in various phases of system implementations or optimizations which may include: Design definition, System and acceptance testing and validation activities, Data mapping, migration and integration efforts, Support for defect tracking, assessment and categorization, Post go-live support assessment, and categorization

Business Development Director

Experienced Manager, Sage Intacct Implementations

Senior Specialist, Payroll

Senior Specialist, Payroll

Senior Payroll Specialist

Senior Consultant – GovCon Technology, Deltek Costpoint Experience

Senior Manager, Practice Management – Assurance

Real Estate Advisory Analyst – Valuations

GovCon Technology Manager, Deltek Costpoint

International Tax Director

Marketing Manager, Events – Temporary

Senior Consultant, Provider Tech