Talent.com
Senior Manager, Financial Advisory - IRA Advisory

Senior Manager, Financial Advisory - IRA Advisory

Baker Tilly Advisory Group, LPUSA, Wisconsin, Madison
30+ days ago
Job type
  • Full-time
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 :

Come join Baker Tilly's Development Advisory (DA) team as a Senior Manager! You will be a part of our 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.
  • Successful candidates will meet the following requirements :

  • 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
  • Create a job alert for this search

    Advisory Manager • USA, Wisconsin, Madison

    Related jobs
    • Promoted
    Senior Manager, Financial Advisory - IRA Advisory

    Senior Manager, Financial Advisory - IRA Advisory

    Baker TillyMadison, WI, US
    Full-time
    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 includi...Show moreLast updated: 30+ days ago
    • Promoted
    Senior Corporate Strategy Planning Consultant

    Senior Corporate Strategy Planning Consultant

    UW HealthMiddleton, WI, United States
    Full-time
    Shifts will be scheduled Monday - Friday between the hours of 8 : 00 AM - 5 : 00 PM.This is a remote position for WI and IL residents. Be part of something remarkable.Join the #1 hospital in Wisconsin!....Show moreLast updated: 1 day ago
    • Promoted
    Director Crop Insurance

    Director Crop Insurance

    Compeer FinancialSun Prairie, WI, United States
    Full-time
    Compeer Financial is a member-owned cooperative located in Illinois, Minnesota and Wisconsin.We bring together team members with a variety of backgrounds and experiences to help provide financial s...Show moreLast updated: 30+ days ago
    • Promoted
    Travel MRI Tech

    Travel MRI Tech

    Axis Medical StaffingJanesville, WI, US
    Full-time
    Axis Medical Staffing is seeking an experienced MRI Tech for an exciting Travel Allied job in Janesville, WI.Shift : Inquire Start Date : 10 / 13 / 2025 Duration : 12 weeks. TOP RANKED TRAVEL NURSING COMPA...Show moreLast updated: 30+ days ago
    • Promoted
    Lending Operations Director

    Lending Operations Director

    Compeer FinancialPrairie du Sac, WI, United States
    Full-time
    Compeer Financial is a member-owned cooperative located in Illinois, Minnesota and Wisconsin.We bring together team members with a variety of backgrounds and experiences to help provide financial s...Show moreLast updated: 30+ days ago
    • Promoted
    Compensation Manager

    Compensation Manager

    Creative Financial StaffingBeloit, WI, US
    Full-time
    As a Compensation Manager with our client, you will play a pivotal role in designing, implementing, and managing compensation programs that attract, retain, and motivate top talent.You will be resp...Show moreLast updated: 16 days ago
    • Promoted
    • New!
    Senior Development Manager - Multifamily & LIHTC

    Senior Development Manager - Multifamily & LIHTC

    WDS Construction, Inc.Beaver Dam, WI, US
    Full-time
    This position is responsible for identifying and evaluating new development opportunities, building strategic relationships, and managing projects from site selection through construction completio...Show moreLast updated: 8 hours ago
    Consultant, IRA Advisory

    Consultant, IRA Advisory

    Baker Tilly Advisory Group, LPUSA, Wisconsin, Madison
    Full-time
    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. New York, London, San Francisco, Los Angele...Show moreLast updated: 30+ days ago
    • Promoted
    Group VP and Managing Director Agri-Access and Leasing

    Group VP and Managing Director Agri-Access and Leasing

    Compeer FinancialSun Prairie, WI, United States
    Full-time
    Compeer Financial is a member-owned cooperative located in Illinois, Minnesota and Wisconsin.We bring together team members with a variety of backgrounds and experiences to help provide financial s...Show moreLast updated: 30+ days ago
    • Promoted
    Controller

    Controller

    Creative Financial StaffingMonroe, WI, US
    Full-time
    Our client, a highly respected and community-focused organization, is seeking an experienced.Why This Opportunity Stands Out. Strong Health Benefits & 401(k) Match.On-Site Wellness Center & Fitness ...Show moreLast updated: 16 days ago
    • Promoted
    Travel MRI Tech - $2374 / Week

    Travel MRI Tech - $2374 / Week

    Host HealthcareJanesville, WI, US
    Full-time
    Host Healthcare is seeking an experienced MRI Tech for an exciting Travel Allied job in Janesville, WI.Shift : 12 hr days Start Date : 10 / 13 / 2025 Duration : 12 weeks Pay : $2374 / Week.At Host Healthca...Show moreLast updated: 30+ days ago
    • Promoted
    Travel Physical Therapist (PT) - $2,291 per week in Monroe, WI

    Travel Physical Therapist (PT) - $2,291 per week in Monroe, WI

    AlliedTravelCareersMonroe, WI, US
    Full-time
    AlliedTravelCareers is working with Centra Healthcare Solutions to find a qualified Physical Therapist (PT) in Monroe, Wisconsin, 53566!. A great SNF / LTC is looking for an experienced or newly gra...Show moreLast updated: 30+ days ago
    • Promoted
    Financial Consultant- Madison, WI

    Financial Consultant- Madison, WI

    Fidelity InvestmentsMiddleton, WI, US
    Full-time
    If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industr...Show moreLast updated: 4 days ago
    • Promoted
    Licensed Marriage and Family Therapist (LMFT, LPC, LCSW)

    Licensed Marriage and Family Therapist (LMFT, LPC, LCSW)

    LifeStance HealthAlbany, WI, US
    Full-time +1
    At LifeStance Health, we believe in a truly healthy society where mental and physical healthcare are unified to make lives better. Our mission is to help people lead healthier, more fulfilling lives...Show moreLast updated: 25 days ago
    Senior Consultant, IRA Advisory

    Senior Consultant, IRA Advisory

    Baker Tilly Advisory Group, LPUSA, Wisconsin, Madison
    Full-time
    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. New York, London, San Francisco, Los Angele...Show moreLast updated: 30+ days ago
    • Promoted
    Manager Client Digital Experience

    Manager Client Digital Experience

    Compeer FinancialSun Prairie, WI, United States
    Full-time
    Compeer Financial is a member-owned cooperative located in Illinois, Minnesota and Wisconsin.We bring together team members with a variety of backgrounds and experiences to help provide financial s...Show moreLast updated: 30+ days ago
    • Promoted
    Senior Consultant, IRA Advisory

    Senior Consultant, IRA Advisory

    Baker TillyMadison, WI, US
    Full-time
    Come join Baker Tilly's Development Advisory team as a Senior Consultant! You will be a part of our Development Advisory team where you will provide a variety of services including, but not limited...Show moreLast updated: 30+ days ago
    • Promoted
    • New!
    Senior Development Manager - Industrial

    Senior Development Manager - Industrial

    WDS Construction, Inc.Beaver Dam, WI, US
    Full-time
    This position is responsible for managing the full lifecycle of development projects—from site selection through construction completion, ensuring timely delivery, budget adherence, and compl...Show moreLast updated: 8 hours ago