Senior Compliance Manager, Development Advisory
Baker Tilly Advisory Group, LP

Milwaukee, Wisconsin


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:

Responsibilities

Come join Baker Tilly's Development & Community Advisory (DCA) team as a Senior Manager! You will be a part of our DCA Development Advisory team where you will provide a variety of services including, but not limited to, energy and infrastructure advisory and project development support, economic development and capital planning support, and federal grant advisory with potential clients such as Tribes and Tribal Organizations, municipalities, non-profits, and other for-profit entities. You will be an integral part of leading Baker Tilly's services tied to the Inflation Reduction Act ("IRA") of 2022.

As one of the fastest growing firms in the nation, Baker Tilly has the ability to offer you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development.

You will enjoy this role if:

  • You enjoy helping private and public organizations meet their financial and community goals.
  • You desire to offer services that are tied to the Inflation Reduction Act ("IRA") of 2022.
  • You crave a leadership opportunity with a firm that continues to achieve tremendous growth
  • You want to be part of firm is invested in your success by providing the resources and support to continually sharpen your technical skills and build your career now, for tomorrow

What you will do:
  • Build, support and deliver IRA service offerings.
  • Assist on management consulting projects for private and public sector organizations through financial management reporting, budget preparation and analysis, capital project planning, comprehensive financial planning and related client services.
  • Learn and grow from direct on the job coaching and mentoring along with participating in firm wide learning and development programs.
  • Utilize your entrepreneurial skills to network and build strong relationships.
  • Enjoy friendships, social activities and team outings that encourage a work-life balance.
  • Occasionally travel post-COVID, mostly same-day travel within the state.
  • Serve on client projects and assist in management of client relationships.
  • Document and analyze processes, internal controls, and workflow to identify opportunities for improvement.
  • Perform research into best practices, operational polices, and organizational design.
  • Perform tests of effectiveness of controls and compliance with laws/regulations/policies.
  • Interview clients to better understand processes and to recommend improvements.
  • Support project staff in day-to-day service delivery.
  • Assist in development of articles, sales proposals and presentations for new business development and client purposes.

Qualifications
  • A Bachelor's degree within business, finance, accounting, supply chain, engineering, or public administration, MBA/MPA desirable but not a requirement
  • A minimum of five (5) plus years of progressive related consulting experience, including at least one (1) year serving as a project manager
  • Demonstrated management, analytical, organization, interpersonal, project management, communication skills, and highly developed Microsoft Suite skills (Word, Excel) required
  • Experience building financial models incorporating income statements and cash flows to support business decisions
  • Experience with core financial processes (e.g. monthly close, financial reporting)
  • Experience with developing reporting or data analytics
  • Ability to provide exceptional client service, demonstrate commitment to continuous learning in order to stay current regarding applicable strategies, see the "big picture" as well as the details, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of duties



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