Consultant

• Act as an extension of the client’s human resources department to administer all aspects of the leave of absence and accommodation process for their employees.
• Complete all administrative tasks related to leave of absence and accommodation management utilizing a date-driven leave of absence system.
• Execute new leave requests, complete reminder phone calls, emails, and return to work communication.
• Determine eligibility for federal leave of absence and accommodation regulations (FMLA, ADA, etc.), state leave regulations, and other client-specific leave policies.
• Maintain accurate records in the system for each leave of absence and accommodation case.
• Communicate with employees about their eligibility for leave and wage replacement options.
• Generate and send all required leave notices and paperwork within the designated timeframe.
• Work closely with the employee to assist with timely return of required paperwork.
• Review medical certifications and other documentation to determine if employee qualifies for leave.
• Generate and send designation notices to employees within the appropriate time frame.
• Provide frequent updates to clients regarding an employee’s leave request, status, and return to work dates.
• Act in an advisory role for reasonable accommodations under ADA and process approvals per the client’s direction.
• Help clients navigate complicated leave of absence cases and regulations.
• Generate weekly and ad-hoc reports for clients and employees.

• Provide business consulting, implementation, and support service activities focused on Microsoft ERP solutions related third party products.
• Address business problems by gathering information, analyzing, prioritizing, and evaluating options.
• Train and support users of Microsoft Dynamics ERP solutions and related tools.
• Build and maintain strong, loyal client relationships, managing implementations and guiding other consultants.
• Mentor and train other consultants on best practices, project methodology, and professional services.

Senior ERP Consultant

• Serve as a go-to resource for Financial Representatives and their clients on securities transactions
• Assess client financial needs, risk tolerance, and suitability
• Build credibility and develop lasting client relationships through ongoing assessment
• Manage the transition and ongoing servicing of advisory and retirement accounts
• Mentor and train Securities Specialists and new Trading Services team members
• Contribute to trading desk projects and maintain compliance with regulations

Fixed Income Trader Consultant

• Manage end-to-end trade workflows in Aladdin, proactively resolving issues, validating cash and positions, and reducing operational risk through targeted Excel/SQL checks.
• Apply strong understanding of the full trade lifecycle and downstream dependencies to ensure accurate execution and minimize exceptions.
• Utilize Aladdin Front Office tools—including OMS, pre-trade compliance checks, live blotters, exposure dashboards, and analytics—to manage orders and monitor real-time positions.
• Leverage Aladdin post-trade views such as allocation status, confirmation/matching queues, and settlement ladders to anticipate operational issues.
• Identify and escalate operational risks early, communicating effectively with Trading, Post-Trade Operations, and external counterparties.

Front Office Consultant

• Coordinate and deliver analytical support to various assignments
• Focus on enhancing operational effectiveness, employee experience, and workforce enablement
• Collaborate with business leaders, CAO stakeholders, and cross-functional teams
• Research, analyze, implement, and monitor products, services, and internal programs
• Translate data and research findings into actionable insights
• Support effective execution and decision-making
• Offer expertise and leadership throughout development, implementation, and post-implementation review of major initiatives
• Interface with internal and external resources to ensure projects are completed successfully and on schedule

Workforce Optimization Consultant

• Administers mid-level-risk to large-level-risk transactions for clients with the goal of minimizing losses and optimizing resolutions
• Gathers financial data, prepares analysis and develops workout strategy and alternatives for a portfolio
• Reviews relevant documents and transaction deal structure
• Negotiates workout options with customers to reduce risks and losses
• Works with internal and external business partners and borrowers to better secure collateral coverage
• Adheres to established policies, procedures and regulations
• Evaluates an asset or the customer's cash flow, balance sheet, long-term business plans and other relevant financial information
• Works with internal and external business partners on negotiations and documentation to mitigate risk
• May mentor peers

Commercial Asset Consultant

• Collaborate with clients to test Fabric’s performance compared to on-premise systems and build robust data solutions
• Build and maintain Microsoft Fabric data pipelines supporting REST APIs, SQL Server sources, and file-based ingestion processes
• Develop and orchestrate Spark notebooks within Microsoft Fabric
• Implement Bronze, Silver, and Gold lakehouse patterns within OneLake environments
• Develop ingestion processes that accommodate schema drift and evolving source systems
• Build, test, and optimize ETL/ELT processes for performance, scalability, and maintainability
• Support the implementation of Direct Lake semantic model solutions and downstream analytics requirements
• Participate in Azure DevOps CI/CD processes, including Dev/Test/Prod promotion workflows
• Support metadata, lineage, and governance integrations within the broader data platform
• Collaborate closely with client engineers through paired development and knowledge-sharing activities
• Apply data engineering best practices related to testing, monitoring, documentation, and operational support

Senior Azure Data Consultant

• Provide a variety of services including energy and infrastructure advisory and project development support
• Participate in our Development Advisory team
• Provide economic development and capital planning support
• Work with potential clients such as Tribes and Tribal Organizations, municipalities, non-profits, and other for-profit entities
• Support Baker Tilly’s services tied to the Inflation Reduction Act
• Gain hands-on experience in energy and community development advisory
• Experience on-the-job training through real work engagements
• Learn directly from experienced managers and partners with specialized experience and technical knowledge

IRA Advisory Consultant

• Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to provide the best possible counsel while adapting a digital first mindset.
• Strong client relationships are based on trust, assessing and attending to customers’ banking needs, obtaining and processing customer and account information, demonstrating and educating clients on available deposit and loan products and services, and recommending solutions based on each customer’s unique goals and needs.
• Builds and fosters relationships with clients through proactive outreach and follow up, asking questions and learning about their financial needs, and banking channel preferences.
• Identifies solutions for new and existing clients based on their needs by effectively engaging and communicating with clients.
• Maintains a working knowledge of consumer and business banking products and services including digital products and services.
• Provides a consistent optimal client experience, including greeting clients and processing basic transactions.
• Develops collaborative partnerships with branch team members and partners to best serve clients.
• Opens new consumer and business accounts, completes service requests and submits credit applications.
• Proactively educates clients on emerging and self-service digital products and services to assist with meeting their financial needs.
• Leverages available resources and technologies to optimize the client experience and serve our clients with operational excellence and accuracy.

Client Relationship Consultant – Banker

• Provide strategic guidance and communication in support of Brevant® Seeds initiatives, including those defined within the Owner's Manual
• Develop processes and influence organizational behavior in areas such as recruitment alignment and business execution
• Influence seller behavior related to segmentation, business planning, and account blueprints
• Serve as the subject matter expert on market insights, identifying opportunities for growth and competitive advantage
• Deliver competitive intelligence to inform strategic and tactical decisions across the business
• Lead strategic account engagement through face-to-face market insight sharing and joint planning
• Act as the primary external resource for market insights and sales training with retail partners
• Promote consistent standards of business quality and professional development across the team
• Analyze and present GPOS and related data sets to internal and external audiences
• Translate data into clear, actionable recommendations that support sound business decisions
• Equip account managers with the data and insights required to enhance effectiveness and efficiency
• Bridge market intelligence, account strategy, and field execution

Strategic Business Consultant

• Responsible for the acquisition, expansion and retention of new Payment business, including Merchant, Treasury Management and Card products.
• Contact existing and prospective clients to provide consultative advice on the business cash conversion cycle, working capital management and internal processes to develop Payment business.
• Manage relationships with existing clients to ensure proper servicing and structure of accounts and to expand existing business.
• Conduct receivables and payables business operating cycle analyses for identified client and prospective client relationships.
• Provide consultative and insightful feedback to clients.
• Provide product/service recommendations to create process efficiencies and provide other business flow benefits to the client or prospect.
• Leverage available resources and technologies to optimize the client experience and serve clients with operational excellence and accuracy.
• Meet or exceed assigned sales and revenue goals and retention objectives.
• Build relationships in the community and engage with local organizations.

Treasury Management Payments Consultant

• Collaborate with HR partners for assigned client areas to ensure compensation solutions meet client needs.
• Equip HR partners and managers with required knowledge and tools to serve their client’s needs.
• Consult with HR partners and managers to provide technical advice in the interpretation of compensation policies and procedures.
• Make recommendations regarding compensation policy direction.
• Provide leadership over a broad range of administrative activities associated with various compensation processes.
• Conduct job design, analysis, and evaluations of non-represented jobs, represented jobs, and supervisory jobs in assigned areas to determine job level and relative job worth.
• Market benchmark and pricing of jobs.
• Where applicable, lead annual sales incentive plan design/re-design process for assigned client areas.
• Lead various compensation projects and processes, as assigned.

Compensation Consultant

• Lead functional projects or represent the team on corporate initiatives
• Create, maintain, and improve business process documentation and tools.
• Coordinate change management for affected staff/partners, providing training and support.
• Develops working relationships with members of the management team in successful attainment of business unit goals and objectives.
• Assemble and lead cross functional teams as needed to accomplish assigned project or business objective.
• Identifies, creates and implements tools and processes that support product and service.
• Research, analyze and collaborate with cross functional partners in recommending business capabilities and solutions
• Provide support and input into product development/enhancements based upon marketplace acceptance, marketplace need, emerging directions and competitive environment.
• Assists in the management of profit and loss for a product/program or for a component of large/complex product/program.
• Execute product/program level strategy.

Commercial P&C Product Support Consultant

• Provide comprehensive compensation consulting services and develop, implement, and/or administer compensation programs
• Provide subject matter expertise and serve as a market expert regarding specific client market compensation issues
• Conduct job evaluations; analyze job responsibilities, activities, duties, requirements, and organizational structure and recommend internal job placement in the appropriate level, title, and FLSA classification
• Conduct market pricing, peer group selection, survey analyses, interpreting salary data, financial modeling, and special research projects
• Analyze data to determine the appropriate salary level and job title for existing and proposed positions
• Identify complex job matching and data issues and proactively consult with clients and key associates to determine the appropriate course of action
• Assist with more complex report and proposal writing related to describing and summarizing project objectives, methodologies, analysis and results, and proof for accuracy

• Remote troubleshooting for clients: Diagnose and resolve client issues across AV, networking, control, lighting, and surveillance platforms using remote management tools
• Remote support for Daisy techs: Provide expert support for our internal Daisy Technicians when they are in the field
• Case creation and management: Open a case in Dynamics for every material interaction and either resolve and close, or assign to a branch with full context
• Client engagement: Build trust on every call
• Work order and booking: When a truck roll is required, create the work order, schedule the booking against branch capacity, and confirm details with the client
• Payment collection: Collect payment from clients over the phone using Daisy payment links
• DaisyCare / membership enrollment: Sign clients up for ongoing support programs
• Lead handling: Pre-qualify leads against the documented lead-management process and assign them to the appropriate branch sales contact
• Documentation: Capture clear, accurate notes for every case so the next person picking it up loses no context
• Continuous improvement: Surface gaps in processes, systems and training; help refine call-center processes as the function scales

Tech Support Consultant

• Calculates renewal rates for large complex cases based on thorough analysis of experience, location, demographics, etc.
• Determines and provides guidance to medical underwriters concerning the risk selection of applicants applying for individual health coverage
• Coordinates with other departments to ensure accuracy and consistency of overall account reporting
• Proposes rates for prospective business utilizing a combination of other carrier experience, demographic data and manual rates
• Performs post-sale reviews
• Prepares or supervises preparation of annual settlements, ERISA reports, rate projections, or benefit change increments and decrements
• Surveys existing product portfolios by market, monitors sales results, trends and needs, recommends product portfolio changes
• Assists in establishing rating and administrative procedures
• Participates in major multi-functional teams as underwriting representative
• Assists in the technical development of underwriting associates, which may include monitoring reports and work flow to provide recommendations on productivity and efficiency improvements
• Updates and monitors departmental processes and procedures in compliance with system, regulatory and business requirements

Group Underwriter 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.

OneStream Lead Consultant

Lead Consultant, OneStream

• Learn and analyze how systems and processes function across different information technology domains
• Support structured assessments and audits, including Information Systems Capabilities Assessments (ISCA) and Encounter Data Validation (EDV), document findings with clarity and precision
• Analyze, validate, and troubleshoot encounter data across multiple systems to ensure accuracy, completeness, and regulatory compliance
• Contribute to client deliverables, presentations, and project documentation, taking on increasing ownership over time
• Manage the quality and timeliness of client deliverables, communicating regularly and effectively with project teams
• Collaborate with cross-functional teams to understand how regulatory requirements translate into system and data processes
• Engage and collaborate with stakeholders, including Medicaid leadership, providers, and beneficiaries, to gather feedback and inform program recommendations
• Become a trusted contributor on project teams by delivering accurate, timely, and insightful analysis
• Continuously build expertise in healthcare systems, data structures, and regulatory requirements
• Ask intellectually curious questions to drive data-driven projects and structured assessments
• Document observations, findings, and recommendations for improvement as needed

Government Consultant – Systems and Encounters Specialist

• Provide technical support during strategic pre-sales engagements
• Be an expert in digital engineering
• Lead and contribute to client meetings and pre-sales workshops
• Deliver consulting microservices to global clients
• Communicate with the product team
• Create technical documentation
• Support integrations with complementary tools

See all jobs on JobTailor

Consultant

Senior ERP Consultant

Fixed Income Trader Consultant

Front Office Consultant

Workforce Optimization Consultant

Commercial Asset Consultant

Senior Azure Data Consultant

IRA Advisory Consultant

Client Relationship Consultant – Banker

Strategic Business Consultant

Treasury Management Payments Consultant

Compensation Consultant

Commercial P&C Product Support Consultant

Compensation Consultant

Tech Support Consultant

Group Underwriter Consultant

OneStream Lead Consultant

Lead Consultant, OneStream

Government Consultant – Systems and Encounters Specialist

Digital Twin Technical Consultant