Technical ManagerOur purpose is to help build a financial services industry for middle market (company with revenue btw $200 million to $5 billion) in which middle market financial institutions are trusted and flourish, and the global economy is healthy, growing and secure. If you have a passion for rallying together to solve complex challenges, then join our dynamic growing team. We help client with transactions life cycle (IPO, SPAC, merger, divesture), implement new accounting (US GAAP or IFRS) or regulatory rules, implement or remediate internal controls and transform or digitize their finance functions as well as implement ESG, etc... Sounds interesting?
If this is you, please reach out to us to discuss further your interest and qualifications.Baker Tilly is currently seeking a dynamic and experienced Technical Manager to join and expand our Financial Advisory Services (FAS) practice within the Office of the CFO Accounting Advisory practice. This role will specialize in advising client on complex technical accounting matters and financial instruments, with a strong emphasis on financial services, digital assets, and fintech sectors. The ideal candidate will bring deep expertise in U.S. GAAP, IFRS, and regulatory frameworks, and will service as a trusted advisor to CFO's and finance leaders navigating accounting complexities, transactions, and emerging financial technologiesOur practice helps CFOs, Controllers, and Finance Directors improve the financial reporting processes to ensure that finance adds value to business operations.
The FAS practice enables finance executives to achieve significant and sustainable performance through technical analysis and process improvement services.Our clients range from emerging growth companies to publicly traded companies across financial service sectors. Baker Tilly's FAS team is comprised of practitioners across the country. Our goal is to solve problems or make improvements that will free the finance organization up so that they can focus on growing and improving their overall business.Your responsibilities:Serve as a senior advisor to clients with deep technical expertise in financial instruments, derivatives, securitizations, digital assets and complex accounting issuesLead and deliver advisory engagements on complex accounting topics including:Consolidations (ASC 810)Revenue Recognition (ASC 606)Leases (ASC 842)Business Combinations (ASC 805)Impairments (ASC 350/360)Share-based payments (ASC 718)Advise clients on classification, measurement, and disclosure of financial instruments under ASC 815, ASC 825, and IFRS 9Advise on accounting policy development, restatements, and remediation of material weaknessesActively participate in projects focused on the following service offerings in financial services:US GAAP AdvisoryBusiness Analytics and Decision SupportFinancial Accounting Advisory ServicesTransaction SupportFinance transformationProgram/Project ManagementSupervise, develop and train staff on engagements. Participate actively in the team's work on a project (i.e.
"roll up your sleeves" and work with the team)Interact directly with senior managers and partners on matters related to client and engagement managementStrengthen existing client relationships and developing new business opportunities by providing outstanding client service while also expanding our footprints across other functional areas at clients.Communicate with business owners, executive management, investors, lenders and other sophisticated parties to ensure delivery of exceptional client serviceBe accessible and anticipate client needs, questions, and issuesInvest in professional development through active participation in training sessions and networking events both internally and externallyAssist with recruiting activities to include campus recruiting along with referring experienced individuals to the firm and participating in the firm's Employee Referral Bonus ProgramContribute to firm's efforts to attract, retain, and develop staff and seniors and act as mentor for other senior & staffDemonstrate excellent team skills, positive attitude and high ethical standardsLead by example to positively impact employee morale to help build and maintain our inclusive cultureSet and achieve challenging profitability, billing, and collection objectives consistent with circumstances of the engagement, proper utilization of staff, and attention to risk managementDevelop and maintain relationships with colleagues in the office, other service lines, and engagement/project teamsRegularly look for opportunities, recommendations, and additional firm services that could benefit or add value to our clientsSuccessful candidates will have:5+ years' experience in a large accounting firm in audit, financial advisory service line in financial services industryBachelor's or Master's degree in a specialized field such as accounting, business, finance or related field – Master's degree preferred.CPA required, CFA or other relevant certifications a plusDeep expertise in Current US GAAP and/or IFRS advisory knowledge and applicationExposure to Middle Market financial suite of applications, such as QuickBooks, NetSuite, IntAcct, etc., their functionality, workflows, automated controls, and associated facilitation of data consolidation, reporting, and robust analytics and their relationship to addressing myriad business requirementsHigh motivation, initiative and positive attitudeExcellent organizational skills with a demonstrated ability to multitask and handle multiple priorities appropriatelyAdvanced modeling and excel skills, experience conducting complex quantitative and qualitative financial analysis and ability to generate data-driven insightsAbility to work autonomously, to meet tight deadlines, and to thrive in a fast-paced environment with shifting prioritiesExcellent verbal and written communication, experience presenting analyses to management and ability to lead and drive initiativesAbility to work effectively and thrive in a team environment with all levels of client personnel in various industriesAbility to comfortably interact with senior level client personnel, including supporting the preparation of and participating in executive briefingsWhat we look for:We're interested in versatile people with the ability to take on new responsibilities and listen to clients to get things done. We're not just looking for technical accounting experience but broader controllership and operational experience including finance transformation — we're after genuinely interesting people with the ability to build relationships, negotiate and think in unique and creative news ways. If you're a confident leader with a curious mind and the ability to solve complex issues, this role is for you.The compensation range for this role is $124,910 to $236,800. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.