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. 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. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.  

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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.

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Job Description:

 

We are seeking an experienced and dynamic Business Line Finance Lead to join our team. The ideal candidate will have a strong background in finance transformation, sales and revenue analytics, and proven leadership experience. This individual will also be a role model and catalyst for organizational change and innovation.

Responsibilities:

Stakeholder Engagement and Service Line Profitability:

• Implement analytically driven forecasting based on pipeline, sales and financial modeling.

• Present and advise on financial reporting, analytics and KPIs to Stakeholders.

• Collaborate with Stakeholders to drive strategic objectives to manage financial uncertainties and ensure business line success.

• Anticipate leadership needs and proactively support the Managing Principal in navigating complex decisions. 

• Analyze data, market trends, and internal metrics to guide decision-making.

• Serve as liaison between Managing Principals and Enterprise Solutions Office.

• Manage revenue recognition processes in compliance with GAAP.

Leadership and Professional Development:

• Lead and mentor a team of finance professionals, fostering a collaborative and high-performance culture.

• Provide guidance and support to team members, ensuring they have the resources and knowledge needed to succeed.

• Communicate financial progress and highlight issues to senior management and other stakeholders.

• Represent the service line in strategic firm-wide initiatives

• Lead and participate in process improvement projects and champion positive change.

Risk Management :

• Identify and mitigate financial risks associated with projects.

• Collaborate with risk and compliance teams to assess and mitigate strategic operational risks.

• Ensure accurate and timely financial management reporting in compliance with organizational policies and regulations.

Qualifications:

• Bachelor's degree in Finance, Accou