Job Description
About the position 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. Responsibilities • Serve as core team member on complex client engagements, including SOX readiness, co-sourcings/outsourcings, program optimization and internal controls workstreams for ERP implementations. • Provide guidance on SOX risk assessments and scoping analyses to facilitate the development of an effective testing program. • Manage SOX-readiness activities related to design and implementation of internal controls over financial reporting.
• Lead controls workstreams for ERP implementations as strategic opportunity to increase efficiency and effectiveness of internal control programs. • Facilitate control walkthroughs and oversee test of design and operating effectiveness across multiple clients. • Identify opportunities to embed automated controls in business processes and optimize internal control environments. • Coordinate SOX program testing with key client stakeholders and external audit teams. • Evaluate control deficiencies, perform root cause analysis and co-develop management remediation actions.
• Provide support and guidance to management as part of remediation efforts. • Establish project plans and coordinate the overall work effort of engagement teams; anticipate risks and issues and proactively take actions to address. • Provide periodic status updates to and engage with key stakeholders to prepare insight management and board/audit committee presentations. • Collaborate with IT controls professionals to understand how IT controls and IT dependencies factor into a client's overall SOX program and ensure the audit testing program and control deficiency evaluation process reflect appropriate consideration of risk.
• Mentor and develop junior team members on fundamental concepts of SOX compliance including but not limited to: understanding a client's business process to identify business risks and associated controls, identifying IT dependencies within a client's business process, evaluating the design and implementation of key financial controls, developing appropriately tailored testing procedures, identifying and evaluating control deficiencies, project management and effective communication. • Work closely with client executives and management teams to understand their businesses and assist in identifying and managing financial and operational risks within their business processes and systems.
• Develop in-depth knowledge of clients' businesses and industries by having direct client interaction while working on multiple aspects of an engagement. • Think independently and strategically about your clients' business, systems and risks providing recommendations for business and process improvements based upon knowledge gained relative to the client's operations, processes and business objectives. • Provide strategic business advice to clients by assisting in the implementation of new processes and controls that address key risks.
• Assess, manage and optimize business risk across a wide range of areas, including internal audit, enterprise risk management (ERM) and SOX compliance. • Review clients' processes and controls against industry frameworks, identifying gaps in design and execution, and communicating issues and recommendations to clients. • Manage the development of audit programs and the execution of internal audits and internal control assessments across a range of risk areas, coordinating closely with subject matter resources, as appropriate.
• Draft comprehensive executive summaries and final reports for delivery to the client, documenting and reviewing engagement work papers in accordance with industry-accepted internal audit methodologies. • Act as a valued business advisor, build relationships and communicate effectively with the client to provide superior client service. • Facilitate professional and effective presentations to internal and external audiences. • Continue to develop your knowledge and experience working with a variety of technology environments, platforms, applications and tools/utilities.
• Assist with managing client engagement staffing, billings/collections, and ensure client profitability targets are met. • Utilize your entrepreneurial skills to network and build strong relationships internally and externally with clients and the community. • Take lead roles in practice development initiatives, including those related to branding and marketing (thought leadership, webinars, conferences, etc.) and capability build (training, methodology, tools/enablers, etc.). • Invest in your professional development individually and through participation in firm wide learning and development programs.
• Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals. • Enjoy friendships, social activities and team outings that encourage a work-life balance. Requirements • Bachelor's degree in accounting, finance or a related program. • CPA, CIA or CISA certifications required. • 5+ years experience with internal audit, previous experience leading SOX engagements required. • Experience as a client serving professional for a large national consulting firm desired.
• Familiarity with major ERP systems such as Oracle, SAP, Netsuite, MS Dynamics, etc. • Familiarity applying PCAOB auditing standards and other control frameworks such as COSO. • Excellent analytical, technical and problem-solving skills, with strong attention to detail. • Exceptional verbal and written communication, collaboration, and time management skills. Benefits • Flexible working hours. • Professional development opportunities. • Networking opportunities. • Work-life balance initiatives. Apply tot his job