Director, CFO Advisory Services at Baker Tilly Advisory Group, LP in Houston, Texas

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:




CAS PEFS
Responsibilities



The PEFS Director is responsible for overseeing the day-to-day operations of private equity client deliverables, which includes quarterly financial reporting, capital call and distribution calculations and the related notices, carried interest calculations, management fees and other complex fee calculations, reviewing fund liquidity and treasury requests on a recurring basis, as well as ad-hoc investor relations requests.


Additionally, the PEFS Senior Manager will be responsible for managing client relationships, which include serving as an escalation point for both internal employees and clients. This position will require regular interaction with clients, team members, and internal management. This position requires a mastery of complex private equity fund accounting skills, the ability to oversee the complete financial reporting and capital call/distribution process, and will have direct management and oversight of the teams' managers, seniors, and associates. This position will serve as a resource to other members of the team and will provide guidance, coaching, training, and additional support as needed. Having strong soft skills is required, as the PEFS Senior Manager will be pivoting often from managing team members, to interfacing with clients, to trouble-shooting technical accounting issues on a daily basis. Additionally, the PEFS Senior Manager will assist with business development objectives and help the department win new business through participation on prospect pitch calls, and develop new business through "land and expand" opportunities by providing excellent client service with existing clientele.

• Oversee and review the preparation and distribution of quarterly financial statements to investors of the Fund.
  
  


• Oversee and review the preparation and distribution of quarterly investor capital statements to investors of the Fund.
  
  


• Oversee and review the preparation of schedules to support the general ledger balances reported in the quarterly financial statements.
  
  


• Oversee and review the preparation and distribution of capital call notices to investors, notifying them when contributions are due and ensuring the capital call adheres to the Fund's Operating Agreement.
  
  


• Oversee and review the preparation and distribution notices to investors, notifying them when proceeds will be received and ensuring the calculation adheres to the distribution provisions of the Fund's Operating Agreement.
  
  


• Understand and interpret terms set forth within a Fund's Operating Agreement.
  
  


• Calculate and review complex waterfall structures and associated carried interest.
  
  


• Calculate management fees owed to the management Company for investment and portfolio management services provided to the Fund. Ensure such management fees are paid promptly and timely.
  
  


• Communicate directly with the Fund's General Partners (or Managers) and respond promptly to their requests, providing them with requested information.
  
  


• Complete required regulatory forms to ensure the Fund is in compliance; compliance includes debt covenants with lenders, regulation requirements, or any other compliance provisions stipulated in the Fund's Operating Agreement.
  
  


• Review investment agreements to confirm the purchases and sales agree to the cash movements at the Fund level.
  
  


• Interact with auditors and provide them with reports/support to assist them during the year end audit.
  
  


• Complete audit confirmations to satisfy procedures performed for the audits of investors or the Fund.
  
  


• Ability to multi-task between different tasks, client deliverables, and internal demands throughout the day.
  
  


• Provide supervision, guidance, and coaching to the team, including regular training support as needed.
  
  


• Continually update job knowledge by participating in educational opportunities; internal company and team trainings; maintains personal networks; and participate in professional development opportunities.
  
  


• Demonstrate an ability to take on additional duties as assigned by management.
  
  


• Demonstrate mastery of technical skillset including use of Excel and other software utilized by PEFSD.
  
  


• Demonstrate mastery of subject matter when advising clients on various client questions or concerns.
  
  


• Consistent resource for other team members with regard to technical questions or questions pertaining to team processes and procedures.
  
  


• Conduct ongoing team trainings while providing input as to the continued training and opportunities at a global company level.
  
  


• Provide daily leadership across the team and the organization.
  
  


• Serve as escalation point for internal team members and for the client relationships.
  
  


• Assist and, at times, lead new business development objectives.
  
  

Qualifications

• 10+ years' (relevant) experience in Accounting or related field.
  
  


• 5+ years' supervisory experience in the following: performance management (including coaching, staff management, performance review delivery etc.), training, talent acquisition, and retention.
  
  


• Minimum of a Bachelor's Degree in Accounting or related field.
  
  


• Advanced degree (MBA or MSA) in Accounting or related field strongly preferred.
  
  


• Certified Public Accountant (CPA) license is strongly preferred.
  
  


• Experience in forecasting and budgeting during an accelerated growth period.
  
  


• Proficient in Microsoft Office Suite with knowledge of Investran or other private equity accounting software is considered a plus.
  
  


• Ability to multitask, time management, attention to detail, planning and problem solving skills required.
  
  


• Ability to communicate and interact professionally and effectively through written and oral communication with current and potential clients.
  
  


• Ability to work in a fast-paced environment and handle/manage multiple team and individual priorities and deadlines.
  
  

DCA Development Advisory Energy & Infrastructure




Responsibilities



We are seeking a Director to join our Energy and Infrastructure team. Baker Tilly's Energy and Infrastructure Group serves private sector clients including manufacturing, power producers, real estate developers, etc. as well as municipalities, utilities, Tribal Nations, and state, local governments. Since 2008, this group has been involved supporting the development and/or funding of over $3.3 billion of energy and infrastructure projects that are either operating or under construction. A growing sector supporting the hard-to-decarbonize industrial players with funding and operational optimization.


As a Consulting Director, you will work with a select group of professionals aligned in an entrepreneurial and dynamic environment, to assist clients with solutions to help them meet their strategic, resource optimization, and capital procurement needs as it relates to decarbonization and the energy transition. In addition, you will oversee team members and partner with our clients to:

• Lead ideation and project development for energy/decarbonization projects optimizing for cost, carbon reduction, and/or resilience.
  
  


• Lead and perform feasibility assessments and support business plan development for decarbonization projects.
  
  


• Identify funding opportunities and lead grant and tax application efforts on behalf of clients.
  
  


• Provide outsourced development support in areas such as project management, budgeting, application narratives, and community benefit strategy development.
  
  


• Develop tactical approaches to implement changes in strategy, service delivery and/or policy.
  
  


• Support and lead senior level personnel relative to financial advisory and funding procurement in the areas of federal, state and local incentive programs.
  
  

Responsibilities:

• Lead teams in the execution of large, fast-moving projects with multiple workstreams.
  
  


• Perform market research for clients on industry best practices as it relates to community benefits, job creation and labor engagement, decarbonization metrics, energy markets, and regulatory and policy landscapes.
  
  


• Assemble and manage project development plans and budgets on behalf of clients.
  
  


• Perform or review team member's detailed financial analysis.
  
  


• Work with team members to effectively support the presentation of conclusions and recommendations using visuals and written content.
  
  


• Engage in business development activities (client and prospect meetings, conference attendance, speaking engagements) to support the overall growth of the practice.
  
  


• Complete thought leadership activities
  
  


• Grow revenue for the team by $500k or more annually
  
  


• Maintain an active revenue pipeline of $1M or more in Salesforce
  
  

Qualifications

• Bachelor's degree in related field such as energy/sustainability, business administration, engineering, finance, public policy or other related field. Master's degree preferred but not required.
  
  


• Minimum 10 years of consulting, energy project development, or similar experience required.
  
  


• Technical understanding of energy, sustainability, and decarbonization.
  
  


• Deep understanding of the energy regulatory and financial markets in the United States.
  
  


• A strong work ethic and willingness to take on a variety of roles and levels of responsibility in a dynamic and entrepreneurial setting. Must be a self-starter willing to lean into tasks and workstreams and identify approaches and risk to management.
  
  


• Specific experience with MS Office Suite, specifically Excel, Word, PowerPoint.
  
  


• Ability to demonstrate commitment to continuous learning to stay current regarding strategies and regulations, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of duties.
  
  


• Excellent interpersonal and communication skills. Strong writing skills are essential.
  
  


• Ability to travel for client engagements as required.
  
  

CFF TFA CFOA




Responsibilities



As a Director in CFO Advisory, you will provide strong leadership, communication, project management, and team building skills to your teams to solve a particular business problem or improve a particular process, generally related to the finance or accounting functions of the client's organization. You will collaborate with managers and partners within the group as you review work product and participate actively in client meetings and planning efforts. You will work with Business Advisory Services Partners and others, as well as independently, to identify and pursue business development initiatives and to win specific engagement opportunities through scoping and budgeting engagement needs.



Responsibilities

• Lead efforts to achieve client satisfaction through engagement oversight and interaction with client executives and engagement sponsors
  
  


• Be accessible and anticipate client needs, questions, and issues
  
  


• Schedule internal and external deadlines to meet client expectations for delivery
  
  


• Interact at the highest levels of client organizations
  
  


• Resourceful at gaining exposure to client activities offering potential for application of firm services
  
  


• Display broad understanding of activities and interests of other disciplines and play pivotal role in gaining client interest
  
  


• Establish record of gaining client use of wide range of firm services
  
  


• Set and achieve challenging profitability, billing, and collection objectives consistent with circumstances of the engagement, proper utilization of staff, and attention to risk
  
  


• Handle heavy load, including complex/demanding clients
  
  


• Achieve high visibility for delivery of quality services in both routine and complex situations requiring innovation while being sought out as consulting resource
  
  


• Understand firm's strategy, practice areas, and service offerings and participate in proposals and presentations leading to new engagements
  
  


• Create opportunities to gain new clients
  
  


• Develop and maintain relationships with colleagues in the office, other service lines, and engagement/project teams
  
  


• Regularly look for opportunities, recommendations, and additional firm services that could benefit client
  
  


• Play major role in implementation of technical/industry/functional programs while being acknowledged as an expert in the firm
  
  


• Lead by example to positively impact employee morale
  
  


• Contribute to firm's efforts to attract, retain, and develop staff and managers and act as mentor for other managers and senior staff
  
  


• Attains positions of leadership in designated business/professional organizations providing advantageous new business opportunities
  
  

Qualifications

• Must be authorized to work in the United States without future sponsorship
  
  


• Bachelor's degree in Accounting or Finance
  
  


• Master's degree in Accounting or Finance preferred, not required
  
  


• Active CPA license
  
  


• Minimum of 8 years' experience with a combination of public accounting audit, corporate financial accounting, and/or finance process consulting
  
  


• Financial modeling, financial planning and analysis experience
  
  


• Proven leadership, communication, project management, and team building skills
  
  


• Regularly looks for opportunities, recommendations, and additional firm services that could benefit client
  
  


• Experience managing large or simultaneous client engagements or internal projects
  
  


• Excellent written and verbal communication skills (public speaking skills a plus) with a demonstrated ability to develop and maintain outstanding client relationships
  
  


• Strong interpersonal, analytical, and problem-solving ability
  
  


• Proficient knowledge of Microsoft Excel (pivot tables, sumif, vlookup, parsing data strings, graphs, etc.) and other Microsoft Office tools
  
  


• Must be highly organized and capable of managing multiple tasks in a complex, dynamic environment
  
  


• Expert understanding, comprehension, and ability to articulate various business processes
  
  


• Inspire trust and confidence of the partner group and staff
  
  


• Ability to travel < 25% annually
  
  

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