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. 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. Responsibilities Join Baker Tilly US as an FP&A Senior Analyst, Business Advisory in our fast-growing New England Advisory practice. Our team works with a diverse set of clients ranging from pre-revenue startups to middle-market companies and public organizations across various industries, including technology, life sciences, healthcare, digital assets, manufacturing, distribution, professional services, financial institutions, and cannabis. You will contribute to the New England Advisory practice’s growth initiatives by exemplifying strong business acumen and be a critical part amongst a growth-minded team consisting of strong personalities and dynamic skillsets. Core Responsibilities: Manage, produce, and advise on complex financial planning, analysis, and modeling engagements including those related to the forecast of business initiatives, the optimization of capital structure, the analysis of entity structure vs. restructure, and the return on investment to business owners, financial management, investors, and other parties; Attend or lead meetings with client management teams and third-party stakeholders, both in person and virtually, or otherwise exhibit exceptional customer service in managing the engagement or supporting the go-to-market pursuit; Provide advisory support for growth initiatives, mergers, acquisitions, and other transactions by conducting research, due diligence, and legal agreement analysis; studying new legislation and accounting pronouncements and their impact on such activities, and creating strategies that consider the Internal Revenue Code and changes thereto; Ensure the meticulous compilation of subject company financial data to analyze historical and projected financial and operating trends while informing critical decisions and their impact on the future; Manage the development and maintenance of financial models to analyze earnings, forecast outcomes, and evaluate scenarios, including enhancing tools and processes to innovate client support. Qualifications Bachelor's degree in finance, accounting, economics, or related field; 3+ years of relevant experience in finance, business advisory, or related field; CFA or CPA designation or candidacy is a plus; Ability to prioritize and lead multiple projects while working under tight deadlines when necessary; Demonstrated analytical, problem-solving, organizational, interpersonal, project management and communication skills required; Advanced proficiency in Microsoft Excel; ability to create and manage spreadsheets, work with formulas and functions, and analyze and manipulate data at an advanced level; Excellent written, verbal and presentation skills; ability to prepare and manage reports in Microsoft Word and presentations in PowerPoint; Demonstrated familiarity with US GAAP; Ability to adapt in a dynamic environment. Additional Information #LI-JM2 #LI-HybridJoin Baker Tilly US as an FP&A Senior Analyst, Business Advisory in our fast-growing New England Advisory practice. Our team works with a diverse set of clients ranging from pre-revenue startups to middle-market companies and public organizations across various industries, including technology, life sciences, healthcare, digital assets, manufacturing, distribution, professional services, financial institutions, and cannabis. You will contribute to the New England Advisory practice’s growth initiatives by exemplifying strong business acumen and be a critical part amongst a growth-minded team consisting of strong personalities and dynamic skillsets. Core Responsibilities: Manage, produce, and advise on complex financial planning, analysis, and modeling engagements including those related to the forecast of business initiatives, the optimization of capital structure, the analysis of entity structure vs. restructure, and the return on investment to business owners, financial management, investors, and other parties; Attend or lead meetings with client management teams and third-party stakeholders, both in person and virtually, or otherwise exhibit exceptional customer service in managing the engagement or supporting the go-to-market pursuit; Provide advisory support for growth initiatives, mergers, acquisitions, and other transactions by conducting research, due diligence, and legal agreement analysis; studying new legislation and accounting pronouncements and their impact on such activities, and creating strategies that consider the Internal Revenue Code and changes thereto; Ensure the meticulous compilation of subject company financial data to analyze historical and projected financial and operating trends while informing critical decisions and their impact on the future; Manage the development and maintenance of financial models to analyze earnings, forecast outcomes, and evaluate scenarios, including enhancing tools and processes to innovate client support.Bachelor's degree in finance, accounting, economics, or related field; 3+ years of relevant experience in finance, business advisory, or related field; CFA or CPA designation or candidacy is a plus; Ability to prioritize and lead multiple projects while working under tight deadlines when necessary; Demonstrated analytical, problem-solving, organizational, interpersonal, project management and communication skills required; Advanced proficiency in Microsoft Excel; ability to create and manage spreadsheets, work with formulas and functions, and analyze and manipulate data at an advanced level; Excellent written, verbal and presentation skills; ability to prepare and manage reports in Microsoft Word and presentations in PowerPoint; Demonstrated familiarity with US GAAP; Ability to adapt in a dynamic environment.
