Portfolio Manager managing strategic initiatives and stakeholder engagements at iA Financial Group. Ensuring alignment with strategic objectives and enhancing overall portfolio performance.
About the role
- Senior Manager providing transaction advisory services in financial consulting at Baker Tilly. Engaging with middle market clients to meet complex financial needs and contribute to firm growth.
Responsibilities
- Data gathering, document review and preparation of quality of earnings reports.
- Research and financial analysis of target companies.
- Due diligence for both buy side and sell side transactions.
- Communication with clients to ensure delivery of exceptional client service.
- Participate in various marketing and recruiting activities of the firm.
- Opportunities for career development and to advance within the transaction advisory services group.
- Utilize your entrepreneurial skills to network and build strong relationships internally and externally with clients and the community.
- 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.
Requirements
- 8+ years' experience in a large accounting firm in audit, financial advisory or transaction service lines
- Relevant bachelor’s degree in accounting, finance or related
- Certified Public Accountant (CPA) certification preferred
- 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, experience presenting analyses to management and ability to lead and drive initiatives
- Ability to work effectively and thrive in a team environment with all levels of client personnel in various industries
- Ability to comfortably interact with senior level client personnel, including supporting the preparation of and participating in executive briefings.
Benefits
- Professional development
- Flexible work arrangements
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