Analyst in Investment Research for a leading multi - asset investment house, focusing on macroeconomic analysis for capital markets and interest rate predictions.
About the role
- Senior Consultant for Financial Advisory Services at Baker Tilly, specializing in finance transformation and performance improvement in the financial services sector.
Responsibilities
- Actively participate in projects focused on Finance Performance Improvement and Business Analytics
- Provide Financial Accounting Advisory Services and Transaction Support
- Support Finance Transformation and Internal Controls design and remediation
- Participate actively in the team’s work on a project and collaborate with managers and partners
- Strengthen existing client relationships by providing outstanding client service
- Communicate with business owners, executive management, investors, and lenders to ensure exceptional client service
- Invest in professional development and assist with recruiting activities
Requirements
- Two (2) plus years' experience in a large accounting firm in audit, financial advisory service line for financial services is preferred
- Bachelor's degree in accounting, finance or related field
- Certified public accountant (CPA) preferred
- Knowledge and ability to use appropriate tools, applications, and accounting and finance concepts to facilitate analysis
- Skills with Power BI and/ or Tableau is a plus
- Exposure to Middle Market financial suite of applications, such as QuickBooks, NetSuite, IntAcct, etc.
- 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 and work in a hybrid environment
Benefits
- Professional development through training sessions and networking events
- Employee Referral Bonus Program
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