Director, Public Sector Advisory at Baker Tilly Advisory Group, LP in Minneapolis, Minnesota

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:





Responsibilities

• Performing project management duties and serve as primary client liaison - oversees work plan execution, provides periodic internal and client facing status reports, generates invoices and manages the project budget, oversees development and distribution of deliverables, and manages day-to-day communication and coordination with client team.


• Actively identify and qualify likely leads which require formal firm follow up


• Direct channel development activity to appropriate team leaders for additional follow up


• Work collaboratively with firm leaders to analyze target areas of interest for development and effectively prioritize and plan the best approach to the market area


• Create innovative ideas for industry-focused relationship building events, strengthen firm brand awareness through active external organization and event involvement


• Represent company at regional trade association meetings to promote services


• Work to further develop existing client relationships for other service area in identified regions


• Gather competitive intelligence and knowledge surrounding industry trends, share insights with client services, marketing and sales


• Document business development activity with prospective clients to track and manage information in Firm's client relationship management (CRM) system


• Promote to the identified audiences on the full range of Baker Tilly service offerings while in the development process

• BS Degree in Accounting, Finance or related field; MBA or MS Degree highly desired


• Ten (10) plus years of experience in school finance as a superintendent or assistant superintendent


• Solid analytical, organizational and project management skills


• Must be able to pass the Series 50 Municipal Advisor exam within one (1) year of hire


• Ability to work under a defined and planned directive with minimal direct day to day supervision for implementation


• Maturity and adaptability - ability to interface with a variety of personality profiles


• Strong written and verbal communication skills


• Ability to travel as needed