Senior Associate, Managed Services - Jr103080_3 - 7366

Senior Associate, Managed Services

A career within Baker Tilly's Managed Services Advisory team will provide the opportunity to work alongside client leaders to optimize the structure of their finance and accounting functions and improve their contribution to the business. We support our clients by addressing the challenges of achieving appropriate standards of control, efficient back-office opportunities and supporting the business through data insights. Our Finance and Accounting Managed Services practice team helps clients execute these strategies to reduce functional and operational complexity through sourcing strategies designing streamlined processes, optimized use of technology, and efficient use of resources to deliver cost-effective, high-quality services to all stakeholders. We support our clients by addressing the challenges of achieving contemporary operating models, upskilling talent to focus on driving insight and partnering with their business counterparts and digital transformation of the finance function to create world class functional excellence. To accelerate your opportunities and future position Baker Tilly as the Middle Market Leader, each team member needs to be a purpose-led and values-driven leader at every level. As a Senior Associate, you'll work as part of a team of Go to Market, Technology, Transition and Operate problem solvers, helping to solve complex business issues from strategy to execution.

This position is responsible for contributing to providing our client companies best-in-class service and financial expertise. This position is accountable for supporting the successful development and execution of Managed Services pursuits, assessment, transition, and operations activities. Additionally, the Senior Associate assists in providing analysis and insights to clients based on their knowledge of current business trends.

Key Responsibilities

• Support the development and execution of Managed Services pursuits, assessment, transition, and operations activities.
• Assist in the design and implementation of dashboards and data models to support operational and financial reporting, KPI tracking, and strategic insights.
• Leverage tools like Power BI, Tableau, SQL, and Alteryx to build scalable, automated solutions.
• Support engagements as a trusted advisor on outsourced CFO/Controllership and management consulting projects.
• Collaborate with client stakeholders and internal teams to translate business requirements into technical solutions.
• Support includes assisting with client delivery from initial discussions, data collection, transition, and execution.
• Prepare high-quality presentations and contribute to executive-level presentations to communicate findings and recommendations.