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, ****** 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:
Working within the internal Principal Matters team, the Senior Financial Analyst – Principal Matters is responsible for complex data analysis, modeling, reporting and project management for the financial processes related to the ~1,000 Principals of Baker Tilly.
Joining the Principal Matters team means taking on dynamic, high-impact work at the intersection of finance, operations, and the firm’s leadership team, with ever-changing responsibilities that truly shape the business. This position ensures Principal related processes are executed appropriately, accurately, and timely. The Principal Matters Senior Associate understands and advocates for continuous improvement, and embraces change management with specific processes and tools, all in support of a growing and agile organization.
Responsibilities:
Support requests for data analysis / modeling on a recurring basis.
Maintain high level of accuracy and integrity of data to achieve deadlines.
Utilize high level of Excel technical knowledge to create reporting and/or complex modeling and reporting.
Combine and analyze data from different systems.
Use current data to forecast and model future transactional activity
Calculate, monitor, and report on payments made to Principals.
Oversee work of staff and provide guidance as needed.
Utilize high level of Excel technical knowledge to review, track, reconcile, and report on transactions made
Participate in and oversee the creation / production of annual Principal compensation and distribution statements.
Prepare, review and reconcile data, applicable language in documents, and summary reports.
Assist with the execution of Principal related matters on a regular basis including but not limited to:
Assist with the administration of the Principal equity program.
Draft correspondence to the firm’s Principals on a variety of matters.
Assist with onboarding and offboarding activity related to the Principal group.
Assist with reporting and planning for the Principal population projection.
Work effectively with other team members (within Principal Matters team and with other functional groups in the firm) to provide support to the Principals.
Collaborate with team members in support of firm initiatives and/or working group objectives.
Critically evaluate information from multiple sources, disseminate high-level information into details, and elevate critical items to immediate supervisor.
Communicates efficiently (verbally and in writing) with all stakeholders involved.
Provides recommendations for operational improvement to immediate supervisor, supported by sound analytical evidence. Actively participate in the implementation of approved changes.
Qualifications:
Bachelor’s degree or equivalent experience required
Minimum of 3-5 years accounting and/or financial experience.
High level of Excel technical knowledge, skills, and experience.
High level of accuracy and attention to detail, as well as ability to follow directions and procedures required.
Solid knowledge and demonstrated experience in business planning, forecasting, modeling and analysis utilizing various methods, tools and techniques.
Ability to work independently in a fast-paced, time sensitive environment with frequent interruptions.
Demonstrated problem solving, organizational, interpersonal and project management skills.
A sense of urgency and a commitment to quality and timely completion of projects.
Strong verbal and written communication skills.
Strong leadership skills including collaboration, assertiveness, diplomacy, respect for differing opinions, creative thinking, and drive.
Ability to provide exceptional client service, demonstrate commitment to continuous learning, maintain confidentiality, and display appropriate ethical knowledge.
All qualified internal candidates will be considered for this position, irrespective of their current geographic location.
The compensation range for this role is $71,150 to $134,860. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.
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, ****** 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:
Working within the internal Principal Matters team, the Senior Financial Analyst – Principal Matters is responsible for complex data analysis, modeling, reporting and project management for the financial processes related to the ~1,000 Principals of Baker Tilly.
Joining the Principal Matters team means taking on dynamic, high-impact work at the intersection of finance, operations, and the firm’s leadership team, with ever-changing responsibilities that truly shape the business. This position ensures Principal related processes are executed appropriately, accurately, and timely. The Principal Matters Senior Associate understands and advocates for continuous improvement, and embraces change management with specific processes and tools, all in support of a growing and agile organization.
Responsibilities:
Support requests for data analysis / modeling on a recurring basis.
Maintain high level of accuracy and integrity of data to achieve deadlines.
Utilize high level of Excel technical knowledge to create reporting and/or complex modeling and reporting.
Combine and analyze data from different systems.
Use current data to forecast and model future transactional activity
Calculate, monitor, and report on payments made to Principals.
Oversee work of staff and provide guidance as needed.
Utilize high level of Excel technical knowledge to review, track, reconcile, and report on transactions made
Participate in and oversee the creation / production of annual Principal compensation and distribution statements.
Prepare, review and reconcile data, applicable language in documents, and summary reports.
Assist with the execution of Principal related matters on a regular basis including but not limited to:
Assist with the administration of the Principal equity program.
Draft correspondence to the firm’s Principals on a variety of matters.
Assist with onboarding and offboarding activity related to the Principal group.
Assist with reporting and planning for the Principal population projection.
Work effectively with other team members (within Principal Matters team and with other functional groups in the firm) to provide support to the Principals.
Collaborate with team members in support of firm initiatives and/or working group objectives.
Critically evaluate information from multiple sources, disseminate high-level information into details, and elevate critical items to immediate supervisor.
Communicates efficiently (verbally and in writing) with all stakeholders involved.
Provides recommendations for operational improvement to immediate supervisor, supported by sound analytical evidence. Actively participate in the implementation of approved changes.
Qualifications:
Bachelor’s degree or equivalent experience required
Minimum of 3-5 years accounting and/or financial experience.
High level of Excel technical knowledge, skills, and experience.
High level of accuracy and attention to detail, as well as ability to follow directions and procedures required.
Solid knowledge and demonstrated experience in business planning, forecasting, modeling and analysis utilizing various methods, tools and techniques.
Ability to work independently in a fast-paced, time sensitive environment with frequent interruptions.
Demonstrated problem solving, organizational, interpersonal and project management skills.
A sense of urgency and a commitment to quality and timely completion of projects.
Strong verbal and written communication skills.
Strong leadership skills including collaboration, assertiveness, diplomacy, respect for differing opinions, creative thinking, and drive.
Ability to provide exceptional client service, demonstrate commitment to continuous learning, maintain confidentiality, and display appropriate ethical knowledge.
All qualified internal candidates will be considered for this position, irrespective of their current geographic location.
The compensation range for this role is $71,150 to $134,860. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.
💡 Quick Summary
Seeking a career-building opportunity? The Senior Financial Analyst – Principal Matters- post position is now open for candidates interested in the IT Engineer & Developer Jobs sector. This role in San Francisco offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in IT Engineer & Developer Jobs is a plus.
