Senior Financial Consultant
1 month ago
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 worlds leading financial centers New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.
Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion.
Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.
Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.
Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.
Responsibilities:Baker Tillys Public Sector Education team consults for schools in the Midwest. We are looking to add a team member who has an entrepreneurial spirit, a passion for problem solving, and the desire to be a lifelong learner.
You will enjoy this role if:
- You are looking for your next challenge, crave variety where no day is the same and feel your skills and experience can be better utilized
- You are looking to be part of a fast growing, entrepreneurial and innovative practice where your hard work and creativity can help us continue to build, improve and advance
- You are a team player with strong communication skills and desire to work collaboratively with others to meet client needs
- You are a creative problem solver who enjoys learning new businesses and has the desire to become an advisor to clients in order to help them achieve their goals and dreams now, for tomorrow.
What you will do:
- Assist on financial consulting projects for K-12 schools through financial management reporting and forecasting, budget preparation and analysis, capital project planning, comprehensive financial planning, and related client services. Responsibilities include, but are not limited to, the following:
- Gathering data
- Preparing financial reports, research, and analysis
- Participating in client and working group meetings
- Presenting information to groups and clients
- 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
- Enjoy friendships, social activities and team outings that encourage a work-life balance
- Occasionally travel post-COVID, mostly same-day travel within the state.
- Bachelors or masters degree in finance/public finance, Public Affairs, Data Analytics or Related field
- Two (2) to (3) years experience in a related field preferred
- Demonstrated proficiency in Excel, Word, and Power Point applications
- Skilled in presenting technical and/or financial information
- The ability to communicate effectively with a variety of individuals
- The ability and willingness to travel and attend evening meetings
- A desire to work within the Public Sector industry
- Individuals with strong attention to detail, a desire to learn, a high degree of analytical ability, and outstanding communication skills
- Eligibility to work in the U.S., without sponsorship, highly preferred
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