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Consultant - Fiscal Operations Advisory

Other Skills

  • Troubleshooting (Problem Solving)
  • Collaboration
  • Critical Thinking
  • Emotional Intelligence
  • Executive Presence
  • Growth Mindedness
  • Intellectual Curiosity
  • Results Focused
  • Communication
  • Time Management

Roles & Responsibilities

  • Associate’s degree or equivalent required
  • Minimum of 1 year of related experience required
  • Strong verbal and written communication skills and ability to provide first-class customer service
  • Critical thinker and creative problem-solver

Requirements:

  • Performs operational, accounting, and consulting activities including customer service support and problem resolution
  • Prepares polished deliverables for clients; ensures timely client deliverables
  • Works collaboratively with clients to identify opportunities for improvement and assist in developing updated policies
  • Supports project start up activities and meets deadlines in a fast paced environment

Job description

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.  

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.

Job Description:

 

Introduction to the team

The growing Fiscal Operations Advisory practice is a collaborative group that is committed to providing superior client service through strong relationships and high value deliverables. We are currently seeking a Staff to join our team.  The Staff will provide outstanding service to our clients by delivering a variety of ongoing accounting and customer support services. This is a great opportunity for a critical thinker with strong communication skills to be an integral part of a successful and growing team. We offer a tremendous career opportunity for the right individual. 

Individuals who thrive at Baker Tilly exhibit the following success skills – Collaboration, Critical Thinking, Emotional Intelligence, Executive Presence, Growth Mindset, Intellectual Curiosity, and Results Focus.


Responsibilities:

  • Performs operational, accounting, and consulting activities that include customer service support and problem resolution, accounts payable processing, expense report audit, and ongoing reporting and analysis 
  • Prepares polished deliverables for clients; ensures timely client deliverables
  • Works collaboratively with clients to understand current business practices, identify opportunities for improvement, assist in defining new processes, and assist in developing updated policies and procedures
  • Supports project start up activities, such as following project work plans, adhering to schedules, and attending kickoff meetings
  • Reviews the work of self for accuracy
  • Meets daily, weekly, and monthly deadlines in a fast paced environment
  • Serves as an integral member of our Fiscal Operations Advisory team
  • Occasionally travels to client locations, firm training, or industry conferences

Qualifications:

  • Associate’s degree or equivalent required
  • Minimum of 1 year of related experience required
  • Experience in one or more of the following preferred: expense report audit, accounts payable processing, and/or financial accounting including account reconciliation
  • Strong verbal and written communication skills and ability to provide first-class customer service via multiple communication methods (email, phone, chat, helpdesk ticket system, etc.) 
  • Critical thinker and creative problem-solver; outstanding time, organization, and project management skills
  • Able to take direction, learn quickly, and work independently to meet project objectives
  • Able to work effectively both as part of a team and independently
  • Able to handle multiple priorities, tasks and simultaneous projects
  • Proficient with Microsoft Office
  • Willingness and ability to travel as needed

The pay rate range for this job position is $52,000 to $124,300. Actual compensation is influenced by a variety of relevant factors including but not limited to applicant’s skills, prior experience, qualifications, degrees, professional certifications, work arrangements and geographic location. Baker Tilly offers a comprehensive compensation and benefits package to eligible employees.

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