Financial Services Director

2 weeks ago

Houston, Texas, United States Baker Tilly US, LLP Full time
Job Title: Director, CFO Advisory Services

Baker Tilly US, LLP is a leading advisory, tax, and assurance firm that provides 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. We are seeking a highly skilled and experienced Director to join our CFO Advisory Services team.

Responsibilities:
  • 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.
  • Attain positions of leadership in designated business/professional organizations providing advantageous new business opportunities.
Qualifications:
  • Must be authorized to work in the United States without future sponsorship.
  • Bachelor's degree in Accounting or Finance.
  • Master's degree in Accounting or Finance preferred, not required.
  • Active CPA license.
  • Minimum of 8 years experience with a combination of public accounting audit, corporate financial accounting, and/or finance process consulting.
  • Financial modeling, financial planning and analysis experience.
  • Proven leadership, communication, project management, and team building skills.
  • Regularly looks for opportunities, recommendations, and additional firm services that could benefit client.
  • Experience managing large or simultaneous client engagements or internal projects.
  • Excellent written and verbal communication skills (public speaking skills a plus) with a demonstrated ability to develop and maintain outstanding client relationships.
  • Strong interpersonal, analytical, and problem-solving ability.
  • Proficient knowledge of Microsoft Excel (pivot tables, sumif, vlookup, parsing data strings, graphs, etc.) and other Microsoft Office tools.
  • Must be highly organized and capable of managing multiple tasks in a complex, dynamic environment.
  • Expert understanding, comprehension, and ability to articulate various business processes.
  • Inspire trust and confidence of the partner group and staff.
  • Ability to travel < 25% annually.

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