Note: The job is a remote job and is open to candidates in USA. Baker Tilly is a leading advisory firm seeking a Consultant for their Municipal Advisory team. The role involves collaborating with clients to evaluate and recommend tailored solutions while managing relationships and supporting business development efforts.
Responsibilities
- Develop a comprehensive understanding and the ability to exceed client needs
- Begin to establish and manage client relationships through professional service, following through prompt and proactive communication
- Support project work with guidance from the team, keeping tasks organized, accurate, and completed on time
- Complete assigned work in a timely manner and have an understanding how to follow client and team instructions by asking questions when guidance is needed
- Communicate with clients, executive management and other sophisticated parties to ensure delivery of exceptional client service
- Draft professional communications that include, but not limited to:
- Project Management
- Business presentations
- Executive communication
- External communication
- Maintain a customer focus throughout entire client engagement lifecycle
- Build and maintain the Baker Tilly brand and reputation through the entire project / engagement lifecycle. Develop internal peer network with other Baker Tilly teams
- Develop professional network foundations (LinkedIn, alumni network, etc.)
- Support sales efforts through research activities
- Identify several periodicals, websites, podcasts, etc. that are focused on the industry you serve; commit to regularly reviewing content; try to identify and reflect important trends and developments
- Assist in proposal development activities with internal and external constituents
- Demonstrate appropriate rigor and diligence in all required administrative processes and policies (time and expense entry, DayShape entries, performance reviews, continuing education, etc.)
- Develop and understanding of firm economics (time and expense entry and management, billing/collections, forecasting, etc.)
- Proactively seek billable and productive non-charge opportunities
- Read Strategy 2.0 materials to determine which are most relevant to work; discuss any questions you have with your manager or coach
- Understand the intersection of your team’s programs and services with the teams we support
- Basic understanding of team service catalog
- Represent BT in a favorable manner in person and online
- Prepare client financial summaries and exhibits
- Assist with budget, cash flow, debt, and capital planning analysis
- Review financial, audit, bond, and meeting documents
- Support bond issuance tasks and closing checklists
- Research local government trends, statutes, and market data
- Prepare client-ready presentations and summaries
- Track project tasks, deadlines, and follow-ups
- Join client meetings and document next steps
Skills
- One (1) plus combined and/or concurrent years' experience in government finance, municipal advisory, financial analysis, economic research, or customer facing roles
- Bachelor's degree in business, economics, finance or related field
- Knowledge and ability to use appropriate tools, applications, and accounting and finance concepts to facilitate analysis
- Proficiency with Excel, Power BI and/or other analytical software suites
- High motivation, initiative and positive attitude
- Excellent organizational skills with a demonstrated ability to multitask and handle multiple priorities appropriately
- Intermediate modeling and excel skills, experience conducting complex quantitative and qualitative financial analysis and ability to generate data-driven insights
- Ability to work autonomously, to meet tight deadlines, and to thrive in a fast paced environment with shifting priorities
- Excellent verbal and written communication
- Ability to work effectively and thrive in a team environment
- Ability to Travel (approx. 25%) and work in a remote work environment
- New hires will be expected to complete Series 50 municipal advisor training through and certification within 18 months of initial hiring date
Benefits
- Baker Tilly offers a comprehensive compensation and benefits package.
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