Director, CFO Advisory Services

Houston, TX, United States

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:

As a Director in CFO Advisory, you will provide strong leadership, communication, project management, and team building skills to your teams to solve a particular business problem or improve a particular process, generally related to the finance or accounting functions of the clients organization. You will collaborate with managers and partners within the group as you review work product and participate actively in client meetings and planning efforts. You will work with Business Advisory Services Principals and others, as well as independently, to identify and pursue business development initiatives and to win specific engagement opportunities through scoping and budgeting engagement needs.

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 firms 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 firms efforts to attract, retain, and develop staff and managers and act as mentor for other managers and senior staff

Attains 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

Bachelors degree in Accounting or Finance

Masters 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

Additional Information:

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