Baker Tilly Finance Manager: A Key Role

A Finance Manager at Baker Tilly holds a critical position, bridging the gap between financial data and strategic decision-making. Unlike many purely accounting-focused roles, this position often involves a significant amount of financial analysis, planning, and advisory work, leveraging Baker Tilly’s reputation for providing comprehensive business solutions.

Responsibilities and Scope

The responsibilities of a Finance Manager at Baker Tilly are diverse and depend on the specific team or client engagement. However, core duties generally encompass:

• Financial Reporting and Analysis: Preparing and analyzing financial statements (income statements, balance sheets, cash flow statements) to identify trends, variances, and potential areas for improvement. This includes generating reports for internal stakeholders and clients.
• Budgeting and Forecasting: Developing annual budgets and financial forecasts, working closely with operational teams to understand revenue projections and expense management. This often involves creating financial models to simulate different scenarios and assess the impact of various business decisions.
• Financial Planning and Strategy: Contributing to the development of long-term financial plans aligned with the client’s or Baker Tilly’s strategic goals. This can involve evaluating investment opportunities, analyzing mergers and acquisitions, and providing recommendations on capital structure.
• Internal Controls and Compliance: Ensuring adherence to internal controls and compliance with relevant regulations. This might include reviewing accounting procedures, performing internal audits, and staying up-to-date on changes in accounting standards and tax laws.
• Client Relationship Management: Interacting directly with clients, understanding their financial needs, and providing tailored solutions. This requires strong communication and interpersonal skills.
• Team Leadership and Mentorship: Depending on experience, the Finance Manager may lead a team of analysts or accountants, providing guidance, training, and performance management.

Required Skills and Qualifications

To succeed as a Finance Manager at Baker Tilly, individuals typically possess:

• A bachelor’s degree in accounting, finance, or a related field. A master’s degree or professional certification (e.g., CPA, CFA) is often preferred.
• Several years of experience in accounting or finance, with a proven track record of increasing responsibility.
• Strong analytical and problem-solving skills, with the ability to interpret complex financial data.
• Excellent communication and interpersonal skills, with the ability to effectively communicate with clients and internal stakeholders.
• Proficiency in financial modeling and analysis tools, such as Excel.
• Knowledge of accounting principles (GAAP) and financial regulations.
• Experience with enterprise resource planning (ERP) systems is a plus.

Career Progression

The Finance Manager role at Baker Tilly provides a solid foundation for career advancement. Potential career paths might include Senior Finance Manager, Director of Finance, or even Partner within the firm. The exposure to diverse industries and client engagements offers valuable experience and opportunities for professional growth.