Sr. Director - Financial Planning & Analysis at Baker Tilly Advisory Group, LP in New York, New York

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:

• Own financial planning, budgeting, short- and long-term forecasting, and variance analysis, including owning Baker Tilly management financial model (P&L, Balance Sheet, Cash Flow) and revenue model.


• Optimize monthly, quarterly, & annual forecasting processes and variance reporting, partnering with our accounting team.


• Generate P&L insights for management, both top-line and expense related; expand upon areas of opportunity with follow-up analyses and recommendations.


• Build trusted relationships with senior executives and functional leadership by providing financial business advisory support. Present financial analysis and recommendations to senior executives and board members, effectively communicating complex financial concepts in a clear and concise manner. 10%


• Partner with the accounting team to evolve systems and processes to ensure accurate, detailed financial reporting. Ensure operating expense reporting and controls in place to deliver bottom line results.


• Collaborate cross-functionally with department heads and business leaders to align financial goals with operational objectives and drive performance improvements.


• Hire, develop, and lead a high-performing team while driving operational finance forward.


• Assist with Board and investor packages; Model for various scenarios, run sensitivity analyses


• Support growth agenda and portfolio optimization; Drive annual plans and quarterly forecast using AI & predictive analytics.


• Oversee vendors and contracts, negotiate terms, manage renewals and eliminate waste

Qualifications:

• Bachelor's degree in Finance, Accounting, Business Administration, or related field; MBA or advanced degree preferred


• CPA, CFA, or other relevant professional certification is a plus.


• Proven experience (typically 10+ years) in financial planning and analysis roles


• Extensive experience in detailed financial modeling and analysis, including valuation techniques and scenario analysis.


• Strong leadership skills with the ability to interact effectively with senior executives, board members, and external stakeholders.


• Excellent communication and presentation skills, with the ability to translate complex financial concepts into actionable insights.


• Strategic thinker with a results-oriented mindset, able to drive initiatives and deliver impactful outcomes in a dynamic environment.


• Proficiency in financial software and ERP systems (e.g., SAP, Workday, Hyperion) and advanced proficiency in Microsoft Excel and PowerPoint.


• Demonstrated organizational and interpersonal skills.


• MS Office Suite (Excel, Word, PowerPoint, Project) technical knowledge, skills, and experience.

The compensation range for this role is $228,860 to $494,460. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location. Apply Now