Job descriptionOverview 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. 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. Responsibilities Opportunity Overview Do you have experience working with municipalities, schools, or other units of government, particularly in finance, and are you searching for your next challenge? Are you interested in joining one of the fastest growing public accounting firms, that offers a wide range of consulting services to public sector clients, including municipal advisory work? If yes, consider joining Baker Tilly Advisory Group, LP (BT or Baker Tilly) as a Senior Financial Analyst! Our practice recognizes the unique challenges of public entities providing consulting and providing municipal advisory services for various public sector entities, including state, municipalities, counties, universities, public utilities, and K-12 schools. Baker Tilly can provide you with an amazing career experience working with some of the most entrepreneurial partners in our field. Responsibilities Assist on multiple transactions to develop pre-sale documents, bond sale documents, including the development of an official statement, and post-sale documents. Work on the development and writing of clients’ official statements, which is a document that is subject to oversight by the Securities Exchange Commission and must be accurate and complete, with no material misstatements or omissions. To develop this document, the Senior Financial Analyst, must: Create a detailed data request customized for the client and the security for the transaction; Research and compile needed data to incorporate into the offering document, including development backup documentation that adheres to a work program; Incorporate legal covenants, financial information, and terms of the security into the offering document; and Circulate the document to working group and coordinate updates to the offering document as well as ensuring that the document distribution remains on target. Conduct bond sales, including the circulation of bond sale information to bidders and posting on market websites, compilation and analysis of bids received from market participants, and finalizing bond sale results. Assist with client-related inquiries and participate on client calls, including rating agency and due diligence calls. Development of post-issuance, secondary market reporting (continuing disclosure). Conduct continuing disclosure compliance reviews. Serve as a technical resource for staff and clients. Coordinate with senior team members to develop and implement standardized procedures, work papers, and report templates to improve operational efficiency and mitigate risk Preferred Skills Knowledge and experience in the municipal bond industry is preferred Analytical ability to understand and analyze data Problem solving skills Able to perform math functions quickly and accurately Knowledge of spreadsheets, databases, and ability to conduct web-based research Demonstrates exceptional attention to detail, care, and accuracy in completing tasks. Strong interpersonal skills to create and maintain positive relationships with team, clients, and others. Able to demonstrate clear and concise written and oral communication skills Able to proof and edit documents and communications for grammar and organization Able to manage multiple work activities and prioritize tasks to meet deadlines Able to work, actively contribute, and share ideas in a team environment to achieve individual, team and company goals Able to proactively ask questions and request guidance or assistance Able to seek opportunities for continuous work improvements Qualifications A Bachelor's degree in finance, public affairs, management, or a similar field of study Preferred to have a minimum of 3 years of relevant experience in the Municipal Advisory, Finance, legal or insurance industry Is a registered municipal advisor (passed Series 50 exam), or will take the Series 50 exam to become a registered municipal advisor Demonstrated analytical, organization, interpersonal, project management, and communication skillsOpportunity Overview Do you have experience working with municipalities, schools, or other units of government, particularly in finance, and are you searching for your next challenge? Are you interested in joining one of the fastest growing public accounting firms, that offers a wide range of consulting services to public sector clients, including municipal advisory work? If yes, consider joining Baker Tilly Advisory Group, LP (BT or Baker Tilly) as a Senior Financial Analyst! Our practice recognizes the unique challenges of public entities providing consulting and providing municipal advisory services for various public sector entities, including state, municipalities, counties, universities, public utilities, and K-12 schools. Baker Tilly can provide you with an amazing career experience working with some of the most entrepreneurial partners in our field. Responsibilities Assist on multiple transactions to develop pre-sale documents, bond sale documents, including the development of an official statement, and post-sale documents. Work on the development and writing of clients’ official statements, which is a document that is subject to oversight by the Securities Exchange Commission and must be accurate and complete, with no material misstatements or omissions. To develop this document, the Senior Financial Analyst, must: Create a detailed data request customized for the client and the security for the transaction; Research and compile needed data to incorporate into the offering document, including development backup documentation that adheres to a work program; Incorporate legal covenants, financial information, and terms of the security into the offering document; and Circulate the document to working group and coordinate updates to the offering document as well as ensuring that the document distribution remains on target. Conduct bond sales, including the circulation of bond sale information to bidders and posting on market websites, compilation and analysis of bids received from market participants, and finalizing bond sale results. Assist with client-related inquiries and participate on client calls, including rating agency and due diligence calls. Development of post-issuance, secondary market reporting (continuing disclosure). Conduct continuing disclosure compliance reviews. Serve as a technical resource for staff and clients. Coordinate with senior team members to develop and implement standardized procedures, work papers, and report templates to improve operational efficiency and mitigate risk Preferred Skills Knowledge and experience in the municipal bond industry is preferred Analytical ability to understand and analyze data Problem solving skills Able to perform math functions quickly and accurately Knowledge of spreadsheets, databases, and ability to conduct web-based research Demonstrates exceptional attention to detail, care, and accuracy in completing tasks. Strong interpersonal skills to create and maintain positive relationships with team, clients, and others. Able to demonstrate clear and concise written and oral communication skills Able to proof and edit documents and communications for grammar and organization Able to manage multiple work activities and prioritize tasks to meet deadlines Able to work, actively contribute, and share ideas in a team environment to achieve individual, team and company goals Able to proactively ask questions and request guidance or assistance Able to seek opportunities for continuous work improvementsA Bachelor's degree in finance, public affairs, management, or a similar field of study Preferred to have a minimum of 3 years of relevant experience in the Municipal Advisory, Finance, legal or insurance industry Is a registered municipal advisor (passed Series 50 exam), or will take the Series 50 exam to become a registered municipal advisor Demonstrated analytical, organization, interpersonal, project management, and communication skills
