Finance Senior Manager

2 days ago


Chicago IL United States Baker Tilly Full time
Finance Senior Manager - M&A Lead

Apply locations USA IL Chicago 205 N Michigan Ave time type Full time posted on Posted 30+ Days Ago job requisition id JR100479

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.

Job Description: Responsibilities:
  • Serves as a key member of the Baker Tilly combination and integration team (M&A) as the Finance leader. Responsible for leading the Finance integration due diligence, planning, and onboarding activities. Manages planning and execution of Firm M&A project deliverables by directing, facilitating, influencing, deciding, and coordinating project-related activities, data, and resources. Lead complex organizational change initiatives, influence stakeholders, use problem-solving techniques to remove barriers and resolve conflict, and demonstrate the agility/adaptability to be effective in a fast-paced, changing business environment. 50%

  • Works with merger candidate firms to collect and analyze Finance-related information, identify issues and potential risks, and create alignment opportunities, translating this information into fact-based and well-reasoned insights and recommendations. Must be a creative problem solver. 25%

  • Identifies opportunities for improvement in the combination or M&A project delivery process and implements the process improvements. Collaborates with support teams through a consistent feedback loop to drive continuous improvement. 15%

  • Works with the Firm and Finance leadership / steering committee teams to shape M&A project objectives and timeline based on business needs, ensuring they are aligned with the overall firm strategies.

Qualifications
  • 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, leadership, or M &A capacity within a fast-paced, highly competitive, and dynamic environment, professional services highly preferred.

  • Project management experience required; experience leading merger activities or managing enterprise-wide projects / initiatives.

  • 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 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.

  • Strong stakeholder management and service-orientation.

  • 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.

  • Must be open to travel, and ability to flex work schedule to accommodate M&A meeting schedules.

  • MS Office Suite (Excel, Word, PowerPoint, Project) technical knowledge, skills, and experience.

  • Workday experience nice to have.

About Baker Tilly

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.

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