Finance Director

Responsibilities

The Finance Director will oversee financial analysis, budgeting and forecasting process for Baker Tilly's consulting business unites supporting the RMP, MPs, TLs, and Partners as well as act as the liaison for the Consulting PPG team. They will supervise and assist our consulting finance team on activities and proactively communicate with leadership on high priority needs. The Finance Director will partner with the Firms Finance Leadership Team to continue our efforts to standardize and automate reporting and eliminate administrative tasks. They will utilize Power BI, Cube Reports, STAR reports, SQL reports for data and analysis.

You will have the opportunity to:

On a weekly basis:

• Review data and communicate any trends that are significantly different from plan, along with the levers driving material difference (FTEs, Utilization, Chargeable Hours, etc.) after time closes from prior week
• Compare trends to updated fiscal year forecasts

On a monthly basis:

• Review the Flash Net Revenue and Projected Contribution Margin:
  • Investigate any material differences from what the Monthly Net Revenue Trend was predicting vs Flash results and communicate as appropriate
• Days Sales Outstanding (DSO):
  • Review overall DSO by BU/Team and underline any actions to improve DSO
• Cube Reporting
  • Refresh the Cube reports built for each team and communicate any trends/ material items/ other items to highlight that may materially be affecting the P&Ls
  • Review & Analyze
    • FYTD by Project Type Hours & Rate Detail (by PPIC & Client/Project) + Staff Revenue/Hours Trend
    • Rolling 12 Revenue Trend (by PPIC, RM, BIC, Project Type, Client)
    • Rate Comparison Analyses: Current YTD vs. Prior Year FY Total by PPIC, Client/Project, Project Type
    • Other BU/Team Specific Reports
    • Other Ad-hoc Cube Reporting
  • Full P&L Release
    • Investigate any material differences that haven't been identified through the reviews & reporting completed after Flash release
    • Highlight areas of focus (utilization, FTEs, net blended rate, partners with DSO issues, etc.)
    • Periodically review expenses for any notable items
• Monthly Financial Review & Touchbase Meetings
  • RMP and CON PPG Leader
  • Business Unit MP and their PPG Leader(s)
  • Ad-hoc financial review & touch base with TLs as needed

On a quarterly basis:

• Facilitate Partner Client Revenue Forecast
  • April and May record fiscal year goal
  • December update the Q3 & Q4 forecast
  • Ad-hoc updates formally requested by BU leaders
• Quarterly Review of Partner Client Revenue Forecast vs Actuals Dashboard to track progress through the year.
  • Highlight for MPs and Partners variance to plan
• Quarterly Controllable Expense Summary & Detail reporting for each BU
• Bi-annual Direct Contribution Margin Analysis by BU/Team

On an annually basis:

• Facilitate the preparation of the Annual Financial Plans for each BU/Team:
  • FTEs, Bill Rates, Realization, Chargeable Hours, Controllable Expenses, etc. by Month.

Other

• Reforecast of BU/Teams Monthly Financial Plans as requested by RMP
• Merger Integration
• Training CON Leaders/ Partners/ PPG Team on finance tools and processes
• Special Projects from CFO/ COO/ RMP

Qualifications

Successful Candidates will have:

• Bachelor's degree in accounting or related field and a minimum of fifteen (15) years' experience in accounting required
• Ability to work independently with technical competence in accounting
• Demonstrated problem solving, organization, interpersonal, project management, communication, and solid Microsoft Suite skills (Excel) required
• Ability to provide exceptional client service, demonstrate commitment to continuous learning, maintain confidentiality, display appropriate ethical knowledge
• A sense of urgency and a commitment to quality and timely completion of projects
• Accuracy and attention to detail, as well as ability to follow directions / procedures required, as well as work in a fast-paced, time sensitive environment with frequent interruptions
• Ability to communicate and manage change effectively with Firm Leaders and Partners

Overview

Baker Tilly US, LLP (Baker Tilly) is a leading advisory CPA 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 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 38,000 professionals and a combined worldwide revenue of $4.3 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.

For California, Colorado, New York and Washington: The compensation range for this role is $154,280 to $327,020. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.