Finance Senior Manager - M&A Lead
Baker Tilly Advisory Group, LP

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:

Responsibilities:

• Serves as a key member of the Baker Tilly combination and integration team (M&A) as the Finance leader. Responsible for leading the Finance integration due diligence, planning, and onboarding activities. Manages planning and execution of Firm M&A project deliverables by directing, facilitating, influencing, deciding, and coordinating project-related activities, data, and resources. Lead complex organizational change initiatives, influence stakeholders, use problem-solving techniques to remove barriers and resolve conflict, and demonstrate the agility/adaptability to be effective in a fast-paced, changing business environment. 50%
  
• Works with merger candidate firms to collect and analyze Finance-related information, identify issues and potential risks, and create alignment opportunities, translating this information into fact-based and well-reasoned insights and recommendations. Must be a creative problem solver. 25%
  
• Identifies opportunities for improvement in the combination or M&A project delivery process and implements the process improvements. Collaborates with support teams through a consistent feedback loop to drive continuous improvement. 15%
  
• Works with the Firm and Finance leadership / steering committee teams to shape M&A project objectives and timeline based on business needs, ensuring they are aligned with the overall firm strategies.
  

• Bachelor's degree in business, finance, accounting, operations, or related field; or an equivalent combination of education and experience.
  
• Five (5) to eight (8) years of experience in finance, accounting, operations, leadership, or M &A capacity within a fast-paced, highly competitive, and dynamic environment, professional services highly preferred.
  
• Project management experience required; experience leading merger activities or managing enterprise-wide projects / initiatives.
  
• Demonstrated ability to collaborate and have impact and influence across multiple functional areas (e.g., People Solutions, Finance, Enterprise Technology, Operations, Marketing, Legal & Risk, etc.); Experience fostering strong working relationships with C-level executive team members and senior leaders.
  
• Articulate, professional demeanor with strong self-confidence and executive presence. Demonstrated organizational and interpersonal skills.
  
• Excellent analytical, problem solving, and critical thinking skills that include knowing when to escalate decisions and issues. Ability to work independently in a fast-paced, time sensitive environment.
  
• Strong stakeholder management and service-orientation.
  
• Strong leadership skills including collaboration, assertiveness, diplomacy, respect for differing opinions, creative thinking, and drive.
  
• Ability to provide exceptional client service, demonstrate commitment to continuous learning, maintain confidentiality, and display appropriate ethical knowledge.
  
• A sense of urgency and a commitment to quality and timely completion of projects.
  
• Must be open to travel, and ability to flex work schedule to accommodate M&A meeting schedules.
  
• MS Office Suite (Excel, Word, PowerPoint, Project) technical knowledge, skills, and experience.
  
• Workday experience nice to have