Accounting/Finance Salary in Milwaukee, WI

A growing flexible packaging company in the Greater Milwaukee area is seeking a Senior Quote Analyst. This will be a hybrid position and will report directly to the VP of Sales and Marketing. Experience with Salesforce CPQ is a must.Pay starting at $78k on base. Room for career growth and strong comprehensive benefits package.-health insurance-dental insurance-paid time off & paid holidays-robust wellness package with health insurance premium discounts & generous -incentives-life insurance & critical care insurance-flexible spending accounts--short-term & long-term disability insurance-401k matching & profit sharing-tuition reimbursement & financingThis list of duties and responsibilities is not all-inclusive and may be expanded from time to time to include other duties and responsibilities, as management may deem necessary.Prepare customer quotes promptly to support team goals.Maintain the quote system and update raw material cost adjustments.Maintain company standard margin goals.Make recommendations to improve the system to manage quotations.Develop competitive pricing strategies with the sales team based on customer demand and commitment level.Facilitate communication with Purchasing, Packaging Application Engineers & Product Development to accurately reflect raw materials to be quoted.Assist teams in gathering and analyzing data for metrics and root cause analysis process.Coordinate training of back-up and maintaining process procedures.

OverviewBaker 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 145 territories, with 41,000 professionals and a combined worldwide revenue of $4.7 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 US, LLP, employee e-mail accounts are considered property of Baker Tilly US, LLP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly US, LLP, 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. ResponsibilitiesAre you interested in joining one of the fastest growing public accounting firms?Would you like the ability to focus on one industry sector and further become an expert for your clients? Are you interested in helping us meet our clients' needs as we rapidly grow, while also growing your career?If yes, consider joining Baker Tilly (BT) as a Tax Manager for our Manufacturing & Distribution sector! This is a great opportunity to be a valued business advisor delivering industry-focused tax advisory and compliance services to middle market clients. You will work side-by-side with firm leadership to serve clients and build the business, having a direct impact on the firm's success. Additionally, you will be a mentor and coach to a group of talented staff, utilizing your expertise to help develop their technical and professional skills. If you are invigorated by these exciting challenges, then this could be the right opportunity for you! As one of the fastest growing firms in the nation, BT 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'll enjoy this role if: You are looking for an opportunity to build your career in a specific industry, becoming an industry expert to the clients you serveYou can see yourself as a trusted business advisor, working face-to-face with clients to find creative solutions to complex accounting and business challengesYou want to work for a leading CPA advisory firm that serves middle market clients and whose owners have both their clients' and employees' best interests in mind and are transparent in their decisions You value your development and want to work for a firm that provides you the autonomy to own your schedule and career through structured programs (ask us about My Time Off, My Development and Dress for Your Day!)You want to contribute to your engagement team's professional growth and develop your own leadership skills to build a career with endless opportunities now, for tomorrowWhat you will do:Be a trusted member of the engagement team providing various federal tax compliance and consulting services to industry specific clients:Be a valued tax business advisor, focusing on day to day tax matters with various clients ranging from middle market to multinationalConsult on technical matters and special projects in various areas of corporate and flow through taxation, accounting methods, and ASC740Research various tax matters, respond to IRS and other tax authority inquiries, and make recommendations to the client for considerationCoordinate with specialty tax practices on complicated tax matters in the state and local, high net worth, international, research and development along with credits and incentives areasAssist with managing client engagement staffing, billings/collections, and ensure client profitability targets are metUtilize your entrepreneurial skills to network and build strong relationships internally and externally with clients and the communityInvest in your professional development individually and through participation in firm wide learning and development programsSupport the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goalsEnjoy friendships, social activities and team outings that encourage a work-life balanceQualificationsSuccessful candidates will have:Bachelor's degree in accounting or law, or a similar degree in business, Masters or advanced degree desirableCPA or JD requiredFive (5)+ years' experience providing federal tax compliance and consulting services in a professional services firmTwo (2 )+ years' of supervisory experience, mentoring and counseling associatesDemonstrated management, analytical, organization, interpersonal, project management, communication skillsAbility to lead and supervise others, provide exceptional client service, demonstrate commitment to continuous learning in order to stay current regarding applicable strategies, see the "big picture" as well as the details, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of projectsHighly developed software and Microsoft Suite skillsEligibility to work in the U.S. without sponsorship preferredAdditional Information#LI-MS1

OverviewBaker 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 145 territories, with 41,000 professionals and a combined worldwide revenue of $4.7 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 US, LLP, employee e-mail accounts are considered property of Baker Tilly US, LLP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly US, LLP, 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. ResponsibilitiesBaker Tilly professionals on our Digital Team provide management consulting, solution design, and implementation services for mid- to large-size companies. This fast-paced team is looking for individuals that can understand complex requirements and translate those into best-practice based designs, work independently or as part of a team, and have a track record of proven success.Thanks to the rapid growth of Baker Tilly's Digital group, we have an exciting opportunity for an IFS Accounting/Finance Solution Architect to join our practice.The IFS Accounting/Finance Solution Architect will be a valued leader in one of our most dynamic markets. You will work side-by-side with firm leadership to serve clients and build the business, having a direct impact on the firm's success. Additionally, you will be a mentor and coach to a group of talented staff, utilizing your expertise to help develop their technical and professional skills. If you are invigorated by these exciting challenges, then this could be the right opportunity for you! As one of the fastest growing firms in the nation, BT 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. The possibilities with digital transformation are endless, and our next phase of hyper growth is just getting started - come join us and help build something special.You will enjoy this role if: You are looking for your next challenge, crave variety where no day is the same and feel your skills and experience can be better utilized You are looking to be part of a fast growing, innovative practice where your hard work and creativity can help us continue to build, improve and advance You are excited about enabling organizations leveraging modern ERP solutions like IFS CloudYou like to work with a variety of clients, spanning many industries You are a team player with strong communication skills and desire to work collaboratively with others to meet client needs You do your best work when you are part of a talented, down-to-earth team that thrives in collaboration and truly enjoys working together. You feel valued when you are provided the resources and support to continually sharpen your technical skills and build your career now, for tomorrow. What you will do:Design and deliver IFS Financial Modules (Accounts Receivable, Accounts Payable, General Ledger, Financial Reporting, and Product Costing) with leading practices throughout all phases of an ERP transformationApply business process and system expertise to bring forth leading practices in the areas of Accounts Payable, Accounts Receivable, Chart of Account design/setup, Product Costing methods, Financial Reporting, Sales/VAT taxation, and ConsolidationsHands-on formulation of business and functional requirements to set the direction for corresponding solution delivery aligned with business goalsOversee and participate in the configuration of the IFS Cloud solution to bring client requirements to life, lead testing and training programs as a part of ERP transformationsSupport robust change management programs to increase adoption for our clients with the IFS Cloud solutionPartner with project managers to identify project risk and issues. Work together to collaboratively develop and articulate mitigation strategiesParticipate in the development and deployment of implementation methodologies, training and toolkits through internal initiativesSupport sales cycles as needed as a Subject Matter ExpertLead the continuous development of the market offeringProvide coaching and mentoring to consultants and client team membersProvide performance counseling and career development to consultants Participate in the development and delivery of IFS Cloud implementation training for team membersUtilize your entrepreneurial skills to network and build strong relationships internally and externally with clients and the communityInvest in your professional development individually and through participation in firm wide learning and development programs Support the growth and development of team members and clients through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals Enjoy friendships, social activities and team outings that encourage a work-life balance QualificationsSuccessful candidates will have: Bachelor's degree in Accounting, Business or related field or relevant experience in the fieldMinimum of seven (7) years of implementation experience, with 2+ years of hands on experience implementing financial/accounting modules within IFS Applications or other leading ERP Solutions (ex. SAP, Oracle E-Business Suite, JD Edwards, Microsoft Dynamics, Infor, Epicor)IFS Financials experience or Practitioner Certification preferredCertification or Experience with additional IFS Application modules a plus (Cost Accounting, Project Accounting, Fixed Assets, Financial Analysis, Group Consolidation)Business expertise in FP&A processes a plus along with strong knowledge of other financial business processes such as Record to Report, Order to Cash, Procure to PayExcellent analysis skills and the ability to develop processes and methodologiesDemonstrated management, analytical, organization, interpersonal, project management, communication skills, and highly developed Microsoft Suite skills (Word, Excel, PowerPoint) requiredAbility to engage effectively at the business and technical level, provide exceptional client service, demonstrate commitment to continuous learning in order to stay current regarding applicable business strategies, see the "big picture" as well as the detailsExhibit appropriate ethical knowledge, sense of urgency and commitment to quality, and the timely completion of projectsAbility to multi-task across different projects and stakeholders both internal and externalAbility to communicate effectively and work with client resources from hourly resources to C-suiteAbility to travel, potentially up to 50%Must be willing to work non-traditional business hours for client demands occasionallyAdditional InformationFor California, Colorado, New York, and Washington: The compensation range for this role is $113,640 to $240,850. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.#LI-EH1#remote#IND

OverviewBaker 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 145 territories, with 41,000 professionals and a combined worldwide revenue of $4.7 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 US, LLP, employee e-mail accounts are considered property of Baker Tilly US, LLP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly US, LLP, 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. ResponsibilitiesCome join Baker Tilly's Development & Community Advisory (DCA) team as a Payroll Specialist! You will be a part of our DCA Development Advisory team where you will provide direct support and consulting to our consulting clients. This role is expected to understand payroll in depth and to maintain knowledge of payroll practices and laws so as to provide better service and information to our clients. Under the supervision of the Payroll Supervisor, this role is expected to be independently managing their client relationships, however, when needed, escalating issues or challenges for prompt resolution.Client Service & Deliverables • Maintain accurate client payroll information within the clients' specific payroll system • Resolve discrepancies through collection and analysis of information within client payroll system• Process payrolls in a timely manner to meet client deadlines • Review/update employee records and data for accuracy • Calculate and pay bonuses or severance as needed • Review employee federal and state income and related taxes for accurate calculation • Reconcile payroll deposits, tax withholdings, wage garnishments, and voluntary deductions• Reporting and Analysis • Prepare reports of employee earnings, taxes, deductions, and employer's contribution for social security and unemployment • May help prepare payroll tax returns and amended payroll tax returns • Run and prepare other ad-hoc reports as requested• Client Service • Maintain confidence of employee data by keeping all information confidential • Provide client support to employees and clients when needed • Accurately convey detailed information both written and verbally • Provide administrative support with new client implementationsIndividual and Team Development • Apply learning from one experience to the next • Seek out and respond to feedback about own behavior and performance • Share information and learning with new hires and/or peersOther duties and specialist projects as assigned Qualifications1-3 years of relevant payroll experience; Bachelors degree preferred. Experience in lieu of degree consideredExperience with ADP software platforms (RUN/WFN) desirableWorking knowledge of Outlook and Microsoft Office Suite (Word, Excel, PowerPoint)Highly detail oriented and focused on accuracyStrong organization and time management skillsStrong adaptability and multi-tasking skillsAbility to effectively work in a deadline driven environment serving multiple clientsAbility to provide exceptional client serviceStrong written and verbal communication skills; appropriately and professionally communicates with all levelsAbility to learn new technology and processes quicklyAbility to learn from experiences and integrate new knowledge and skills into daily work and share with colleagues as appropriate

OverviewBaker 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 145 territories, with 41,000 professionals and a combined worldwide revenue of $4.7 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 US, LLP, employee e-mail accounts are considered property of Baker Tilly US, LLP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly US, LLP, 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. ResponsibilitiesBaker Tilly , one of the fastest growing CPA advisory firms in the nation, has an incredible career opportunity for a State & Local Tax Manager- M&A, that focuses on income tax and sales/ use tax to join our growing State & Local Tax (SALT) practice! Our SALT practice is made up of professionals across the U.S., providing a full spectrum of services primarily including Income & Franchise tax, Sales & Use tax, and Real & Personal Property tax by industry needs. As a member of this talented team, you will help clients capitalize on strategic ideas and planning techniques that ensure state and local tax compliance, reduce expenses and enhance cash flow.You will enjoy this role if: You would like to work directly with CFO's, owners and leaders from middle market and Fortune 500 companies to help them solve their most complex state & local tax challenges. You want to continue to expand your leadership experiences and hone your consulting skills as a comprehensive SALT professional in areas such as, sales/income tax nexus and compliance, research projects, ruling requests, process review, reverse audits, and credits & incentives. Your work will be compliance and consulting focused.You crave a leadership opportunity to help build a fast growing, entrepreneurial State & Local tax practice who is also down-to-earth and thrives in collaboration.You want to be part of a firm that values specialty tax practices and is invested in your success, providing the resources and support for you to grow now, for tomorrow.What you'll do:Due diligence for both buy side and sell side transactionsInteract directly with Partners and Federal M&A team on matters related to client and engagement managementAssist in the review and analysis of the state and local tax aspects of acquisition and merger agreements and draft tax opinion letters and memoranda; reviewing state tax issues including but not limited to nexus determinations, state income tax filing positions, high-level taxability analyses, and conformity when required, etc.Identify and analyze state and local tax risks and opportunities while advising on alternative state and local tax strategies for acquisition, disposition and restructuring of businessesReview, assess and advise clients regarding state and local tax computations reflected in their financial models; and assist clients in the quantitative and qualitative analysis of the tax data in their financial projections for the transactionData gathering, document review and detail review of reportsResearch & financial analysis of target companiesAssist with addressing issues and questions for internal clients and potential prospectsCommunication with key stakeholders throughout transactionAssist with quantification of potential liabilities and voluntary disclosure projectsNegotiation supportCommunicate with business owners to ensure delivery of exceptional client serviceManage a group of associates and senior associates on engagements to ensure developmental skillsAssist with managing client engagement staffing, billings/collections, and ensure client profitability targets are metUtilize your entrepreneurial skills to network and build strong relationships internally and externally with clients and the communityInvest in your professional development individually and through participation in firm wide learning and development programsSupport the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goalsQualificationsBachelor's degree in Accounting, Finance or other related field required; Masters or advanced degree preferredCPA or JD/ LLM requiredFive (5) + year(s) experience in state and local tax, professional services firm experience preferred 2+ year(s) of supervisory experience, mentoring and counseling associates desiredAbility to lead and supervise others, provide exceptional client service, demonstrate commitment to continuous learning in order to stay current regarding applicable strategies, see the "big picture" as well as the details, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of projects.Eligibility to work in the U.S., without sponsorship, highly preferredAdditional InformationFor California, Colorado, New York and Washington: The compensation range for this role is $86,220 to $182,770. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.#LI-remote

RESPONSIBILITIES:Kforce has a client in the Downtown Milwaukee, WI area that is looking for an Accounting Manager. This position is Hybrid.Summary:We are looking for an individual that can direct and manage the accounting team members and accounting functions of the department. In this role, you will be responsible for monthly financial statement preparation, reconciliations, budgeting, and AR/AP. This role reports to the Controller.REQUIREMENTS: Bachelor's degree in Accounting or Finance CPA preferred, not required 8 years of progressive experience, 2 years in management Experience leading a team and helping to implement process improvement High level of polish and professionalism The pay range is the lowest to highest compensation we reasonably in good faith believe we would pay at posting for this role. We may ultimately pay more or less than this range. Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, performance, union contract and business needs. This range may be modified in the future. We offer comprehensive benefits including medical/dental/vision insurance, HSA, FSA, 401(k), and life, disability & ADD insurance to eligible employees. Salaried personnel receive paid time off. Hourly employees are not eligible for paid time off unless required by law. Hourly employees on a Service Contract Act project are eligible for paid sick leave. Note: Pay is not considered compensation until it is earned, vested and determinable. The amount and availability of any compensation remains in Kforce's sole discretion unless and until paid and may be modified in its discretion consistent with the law. This job is not eligible for bonuses, incentives or commissions. Kforce is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, protected veteran status, or disability status.

RESPONSIBILITIES:Kforce has a client in the Downtown Milwaukee, WI area that is looking for a Director of Accounting and Tax. This role will be responsible for all accounting, payroll, compensation, tax, and accounting functions of the organization and all their locations. This position reports to the Chief Financial Officer.REQUIREMENTS: Bachelor's degree required with major in Accounting or Finance CPA required 10+ years of overall finance, accounting and tax experience required, preferably in a service industry environment Well-developed and sophisticated leadership, organization, communication, and interpersonal skills Self-starter with drive and enthusiasm Must have strong attention to detail Strong Excel skills Working Conditions: Will need to be in office during training period and Hybrid thereafter The pay range is the lowest to highest compensation we reasonably in good faith believe we would pay at posting for this role. We may ultimately pay more or less than this range. Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, performance, union contract and business needs. This range may be modified in the future. We offer comprehensive benefits including medical/dental/vision insurance, HSA, FSA, 401(k), and life, disability & ADD insurance to eligible employees. Salaried personnel receive paid time off. Hourly employees are not eligible for paid time off unless required by law. Hourly employees on a Service Contract Act project are eligible for paid sick leave. Note: Pay is not considered compensation until it is earned, vested and determinable. The amount and availability of any compensation remains in Kforce's sole discretion unless and until paid and may be modified in its discretion consistent with the law. This job is not eligible for bonuses, incentives or commissions. Kforce is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, protected veteran status, or disability status.

OverviewBaker 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 145 territories, with 41,000 professionals and a combined worldwide revenue of $4.7 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 US, LLP, employee e-mail accounts are considered property of Baker Tilly US, LLP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly US, LLP, 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. ResponsibilitiesWe are currently searching for a Senior Consultant to join our Corporate Finance and Forensics practice within our Transaction and Financial Advisory team. Our practice helps CFOs, Controllers, and Finance Directors improve the financial reporting processes to ensure that finance adds value to business operations. The CFO Advisory practice enables finance executives to achieve significant and sustainable performance through technical analysis and process improvement services.Our clients range from emerging growth companies to publicly traded companies. We serve a wide variety of industries including technology, business services, manufacturing/ distribution, energy, real estate, hospitality and retail, and private equity to name a few. Baker Tilly's CFO Advisory Services team is comprised of practitioners across the country. Our goal is to solve problems or make improvements that will free the finance organization up so that they can focus on growing and improving their overall business.This practice area has professionals with multi-disciplines and experiences that are drawn upon to assist our clients with very practical and hands-on support. We have senior team members that have served as Chief Financial Officers, Controllers, financial statement auditors, and financial analysts that are all highly credentialed. It is a high performing team that enjoys learning from one another and serving our clients.Your immediate responsibilities will be to:Actively participate in projects focused on the following service offerings:Finance Performance ImprovementBusiness Analytics and Decision SupportFinancial Accounting Advisory Services Transaction SupportProgram/Project ManagementParticipate actively in the team's work on a project (i.e. "roll up your sleeves" and work with the team)Interact directly with managers and partners on matters related to client and engagement managementStrengthen existing client relationships by providing outstanding client serviceCommunicate with business owners, executive management, investors, lenders and other sophisticated parties to ensure delivery of exceptional client serviceInvest in professional development through active participation in training sessions and networking events both internally and externallyAssist with recruiting activities to include campus recruiting along with referring experienced individuals to the firm and participating in the firm's Employee Referral Bonus ProgramDemonstrate excellent team skills, positive attitude and high ethical standardsQualificationsSuccessful candidates will have:2-4 years' experience in a large accounting firm in audit, financial advisory service lineRelevant bachelor's degree in accounting, finance or relatedCertified public accountant (CPA)Knowledge and ability to use appropriate tools, applications, and accounting and finance concepts to facilitate analysis. Skills with Power BI and/ or Tableau is a plus.Exposure to Middle Market financial suite of applications, such as QuickBooks, NetSuite, IntAcct, etc. , their functionality, workflows, automated controls, and associated facilitation of data consolidation, reporting, and robust analytics and their relationship to addressing myriad business requirements is a plus.High motivation, initiative and positive attitudeExcellent organizational skills with a demonstrated ability to multitask and handle multiple priorities appropriatelyIntermediate modeling and excel skills, experience conducting complex quantitativeand qualitative financial analysis and ability to generate data-driven insightsAbility to work autonomously, to meet tight deadlines, and to thrive in a fast pacedenvironment with shifting prioritiesExcellent verbal and written communicationAbility to work effectively and thrive in a team environmentAdditional InformationFor California, Colorado, New York and Washington: The compensation range for this role is $78,840 to $167,130. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.#LI-KH1

OverviewBaker 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 145 territories, with 41,000 professionals and a combined worldwide revenue of $4.7 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 US, LLP, employee e-mail accounts are considered property of Baker Tilly US, LLP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly US, LLP, 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. ResponsibilitiesWe are currently searching for a Manager to join our Transaction and Financial Advisory practice, specifically within our CFO Advisory team. Our practice helps CFOs, Controllers, and Finance Directors improve the financial reporting processes to ensure that finance adds value to business operations. The CFO Advisory practice enables finance executives to achieve significant and sustainable performance through technical analysis and process improvement services.Our clients range from emerging growth companies to publicly traded companies. We serve a wide variety of industries including technology, business services, manufacturing/ distribution, energy, real estate, hospitality and retail, and private equity to name a few. Baker Tilly's CFO Advisory Services team is comprised of practitioners across the country. Our goal is to solve problems or make improvements that will free the finance organization up so that they can focus on growing and improving their overall business. This practice area has professionals with multi-disciplines and experiences that are drawn upon to assist our clients with very practical and hands-on support. We have senior team members that have served as Chief Financial Officers, Controllers, financial statement auditors, and financial analysts that are all highly credentialed. It is a high performing team that enjoys learning from one another and serving our clients. Your immediate responsibilities will be to:Actively participate in projects focused on the following service offerings:GAAP Advisory Business Analytics and Decision SupportFinancial Accounting Advisory Services Transaction SupportProgram/Project ManagementSupervise, develop and train staff on engagements. Participate actively in the team's work on a project (i.e. "roll up your sleeves" and work with the team)Interact directly with senior managers and partners on matters related to client and engagement managementStrengthen existing client relationships and developing new business opportunities by providing outstanding client serviceCommunicate with business owners, executive management, investors, lenders and other sophisticated parties to ensure delivery of exceptional client serviceInvest in professional development through active participation in training sessions and networking events both internally and externallyAssist with recruiting activities to include campus recruiting along with referring experienced individuals to the firm and participating in the firm's Employee Referral Bonus ProgramDemonstrate excellent team skills, positive attitude and high ethical standardsQualificationsSuccessful candidates will have:10+ years' experience in a large accounting firm in audit, financial advisory service lineRelevant bachelor's degree in accounting, finance or relatedCertified public accountant (CPA), or CMAKnowledge and ability to use appropriate tools, applications, and accounting and finance concepts to facilitate analysis. Skills with Power BI and/ or Tableau is a plus.Current GAAP advisory knowledge and applicationExposure to Middle Market financial suite of applications, such as QuickBooks, NetSuite, IntAcct, etc. , their functionality, workflows, automated controls, and associated facilitation of data consolidation, reporting, and robust analytics and their relationship to addressing myriad business requirementsHigh motivation, initiative and positive attitudeExcellent organizational skills with a demonstrated ability to multitask and handle multiple priorities appropriatelyAdvanced modeling and excel skills, experience conducting complex quantitative and qualitative financial analysis and ability to generate data-driven insightsAbility to work autonomously, to meet tight deadlines, and to thrive in a fast paced environment with shifting prioritiesExcellent verbal and written communication, experience presenting analyses to management and ability to lead and drive initiativesAbility to work effectively and thrive in a team environment with all levels of client personnel in various industriesAbility to comfortably interact with senior level client personnel, including supporting the preparation of and participating in executive briefingsAdditional Information#LI-KH1

OverviewBaker 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 145 territories, with 41,000 professionals and a combined worldwide revenue of $4.7 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 US, LLP, employee e-mail accounts are considered property of Baker Tilly US, LLP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly US, LLP, 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. ResponsibilitiesPosition SummaryThis position provides implementation and training services to clients for Civic Systems' financial software designed specifically for municipalities and municipal utilities. Implementation Specialists assist clients by leading them through the implementation process. Independent judgment and discretion are required. Need to be knowledgeable, good problem solver, and passionate about the work you do.ResponsibilitiesIn this role, your primary responsibilities will include:Implementation Services - 30%Provide project coordination.Document certain aspects of the project, including client's workflow and processes, change management and lessons learned.Setup and configure software to match client's business process.Provide conversion services to map and convert data from client's legacy system. Implementation follow-up to ensure success for the client after go-live. Apply systems technology to meet business needs and objectives. Ensure client objectives are met on-time and within budget. Work with Support Specialists to identify areas where customers need stronger training or modifications in software setup need to occur.Ability to establish, develop and maintain strong, long term and positive working relationships with team members and clients. Ability to provide exceptional client service.Maintain close and active relationships with client.Respect the confidential and independent nature of the client relationships. Exhibit a sense of urgency and commitment to quality and the timely completion of duties. Replicate and document complex customer issues that need to be submitted to development.Communicate effectively with external clients.Provide client service at the highest level. Training Services - 40%Provide onsite, in-office, or web-based training courses covering any number of software applications.Present training programs using identified learning objectives and selected instructional methodologies for specified software modules.Focuses on adult learning methodologies, presentation techniques and course pacing.Assist in the organization and planning of training initiatives, in line with project deadlines and expectations set forth as a part of the project plan and timeline.Prepare or modify training materials on occasion.Maintains an upbeat and positive attitude especially when working with client through their training program.Possess an expert level working knowledge of the software applications assigned to effectively train the client.Communicate effectively with external clients.Communicate effectively with team members.Act as a resource for those not at a senior level.Provide documentation and videos to assist clients with learning the software.Technical Support - 25%Provide on-going technical support and solutions to client software problems.Resolve software questions/issues by clarifying the client's question, determining the issue to be resolved, selecting and explaining solutions, expedite correction or adjustment and follow-up to ensure resolution.Take ownership of technical incidents and coordinate resolution by providing solution or escalate incident to senior support specialist.Understand and diagnose client issues effectively and efficiently.Maintain active communication to control expectations and ensure client satisfaction.Assist in client advice by providing research.Address client issues. Administrative Related Duties - 5%Integrate new knowledge and skills into daily work and share with colleagues.Participate in weekly staff meetings and bi-weekly team meetings.Demonstrate analytical, organization, interpersonal, project management, communication, and trouble shooting skills.Demonstrate commitment to continuous learning in order to stay current regarding applicable software, technology and industry related topics and issues.Comply with continuing education requirements; participate in professional organizations, independent study, etc.Prepare time budget for fiscal year.Prepare performance and personal development goals with assistance from performance counselor.Meet with performance counselor throughout the year to review performance and progress towards goals.Act as and be perceived as a positive role model and leader within the team.Participate and possibly organize team activities to enhance team synergy.QualificationsSuccessful candidates will have:Associates or Bachelor's degree in accounting, information systems, or related field.Strong technical and computer skills preferred.Previous payroll exposure or experience required.Ability to establish, develop and maintain strong, long term and positive working relationships with team members and clients. Ability to provide exceptional client service.Ability to communicate professionally by phone, email, and in-person.Analytical and troubleshooting skills.Experience with or knowledge of governmental accounting and/or the utility billing process is a plus.3+ years of previous training experience preferred.Highly developed Microsoft Suite skills (Word, Excel) required.Exhibit a sense of urgency and commitment to quality and the timely completion of duties. Excellent verbal and written communication, presentation and people skills.Willing to travel 20%Eligibility to work in the U.S. without sponsorship preferredAdditional InformationFor California, Colorado, New York and Washington: The compensation range for this role is $59,640 to $126,440. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.#LI-EH1#LI - remote