Experience Manager
6 days ago
Overview:
Baker Tilly US, LLP (Baker Tilly) is a leading advisory, tax and assurance firm, providing clients a genuine coast-to-coast and global advantage with critical mass and top-notch talent in major regions of the U.S. and in many of the world’s leading financial centers - New York, London, San Francisco, Los Angeles and Chicago. Baker Tilly is an independent member of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 148 territories, with 36,000 professionals and a combined worldwide revenue of $4.0 billion.
Many of Baker Tilly’s roles have the opportunity to work remotely. Please discuss with your 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._
**It’s an exciting time to join Baker Tilly**
**Responsibilities**:
This position will conduct and prepare a wide range of financial analyses with mínimal assistance. A Forensic Accountant has a unique job which will require strong analytical, creative, investigative, research, and organizational skills, as well as familiarity with a variety of the field’s concepts, practices and procedures. This person will maintain excellent client relationships by delivering high quality customer service and competently completing client engagements. They will be required to delegate and lead the work of other staff. Relies on experience and judgment to plan and accomplish goals.
**Responsibilities**:
- Complete most engagements with minimum to no supervision. Will be responsible for directing staff, instructing them in work to be performed, reviewing their completed work and directing any necessary revisions or actions
- Conduct and perform forensic financial analyses, build models, maintain documents produced in insurance and some litigation, summarize depositions, assist in report writing, and perform quality control procedures on schedules and reports
- Make decisions on all but the most unusual or complex matters
- Discuss and outline problems/ issues with a Senior Manager, Director or Partner and then act on the preferred advice
- Determines engagement timelines, in conjunction with the engagement lead, and instructs assistants in time management methods allowing them to efficiently and effectively accomplish the Firm’s objectives
- Manage day-to-day project activities; establish appropriate leverage on project teams and assign/manage project responsibilities to team members
- Develop and maintain excellent client relationships
- Participate in Firm business development efforts, including the development of presentations, proposals and qualifications packages
- Represents Firm at business and community functions in order to maintain current, acquire new and expand existing client relationships
- Represents Firm through involvement in professional, recruiting, charitable and /or civic organizations
- Carry out the quantification of claims on behalf of Insurers, Loss Adjusters, Lawyers and others
- Prepare clear, concise reports which can be understood by non-accountants
- Be flexible and responsive to client needs, in particular being available for meetings at times and places stipulated by the client. This can involve working long days and tight deadlines
- Contribute to the general management of the Consulting Practice and develop and implement a personal plan which sets goals for professional and practice development
- Organizes the appropriate resources to ensure timely delivery of a high quality Baker Tilly work product within budget or obtains additional increases as needed
- Has a comprehensive understanding of the work at hand to effectively and efficiently provide detailed explanations to the supervising Partner and client, including recommending solutions to any issues that need to be addressed
Qualifications:
**Requirements**:
- A Bachelor’s degree in Accounting or a related field is required
- A minimum of 5+ years of relevant experience is required
- A record of progressively increasing knowledge, skill, responsibility and independence
- Experience in forensic accounting and insurance is strongly required
- CA, ACCA, CPA, CFE or other related certification is required
- Individuals in this position must have demonstrated computer skills and experience with accounting software is required
- Demonstrated analytical, problem-solving, organizational, interpersonal, communication skills and solid Microsoft Suite skills required
- Experience with data analytics and Tableau, Power BI or PowerPivot a plus.
- Ability to provide exceptional client service, demonstrate commit
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