Hybrid Data Analytics Forensics, Litigation, Valuation Services Manager

at Baker Tilly US

• Job title: Data Analytics Forensics, Litigation, Valuation Services Manager
• Job type: Full Time
• Experience level: Mid level, Senior
• Salary: $116,730 - $221,300 per year
• Degree requirement: Bachelor's Degree
• Tech skills: Tableau
• Location requirements: Hybrid, Chicago, United States

About the role

• Manager for Data Analytics in Forensics, Litigation & Valuation Services at Baker Tilly. Oversee complex financial analyses and lead team projects with expert advisory support.

Responsibilities

• Manage complex spreadsheets.
• Manage, produce, and advise on complex economic damages analysis, working with attorneys and risk professionals, analysis of financial data, and creation of dynamic models, where appropriate, including those related to the allocation of insurance coverage, analysis of class action data sets;
• Lead meetings with client management teams and third-party stakeholders, both in person and virtually, or otherwise exhibit exceptional customer service in managing the engagement or supporting the go-to-market pursuit;
• Review and analyze damages models created and presented by others, objectively identifying strengths and weakness of the models and analysis presented, perform scenario analysis and hypothetical recalculations.
• Provide advisory support for growth initiatives, client development and client interaction.
• Manage, supervise and also perform review and analysis of subject company financial data to analyze historical and projected financial and operating trends;
• Manage the development and maintenance of financial models to analyze earnings, forecast outcomes, and evaluate scenarios, including enhancing tools and processes to innovate client support;
• Show creativity around deliverables, to ensure clients have best data presentation to aid understanding of complex issues.
• Lead and mentor junior team members by providing coaching, sharing knowledge, reviewing work, and preparing detailed performance evaluations inclusive of constructive feedback.
• Manage day-to-day project activities; establish appropriate leverage on project teams and assign/manage project responsibilities to team members.
• Organizes the appropriate resources to ensure timely delivery of a high quality Baker Tilly work product within budget or obtains additional increases as needed.
• Has a comprehensive understanding of the work at hand to effectively and efficiently provide detailed explanations to the supervising principal and client, including recommending solutions to any issues that need to be addressed.

Requirements

• Advanced proficiency in Microsoft Excel; ability to create and manage spreadsheets, work with formulas and functions, and analyze and manipulate data at an advanced level;
• Experience with data analytics and Tableau, Power BI or PowerPivot a plus.
• Bachelor's degree in finance, or business-related field (Accounting, Economics, Mathematics, Statistics)
• 5+ years of relevant experience in finance, business advisory, or related field;
• CPA designation;
• Ability to prioritize and lead multiple projects while working under tight deadlines when necessary;
• Demonstrated analytical, problem-solving, organizational, interpersonal, project management and communication skills required;
• Demonstrated familiarity with US GAAP;
• Insurance related experience and economic damages experience is a plus.
• The ability to work effectively in a team environment and comfortably interact with senior level client personnel, including supporting the preparation of and participating in executive briefings.
• Relevant skills in project execution with hands on experience in the full life-cycle of a project.
• Excellent written/verbal communications and collaboration skills, including experience in developing visual data demonstratives, presentations and charts.
• Strong project management and facilitation skills.
• Flexibility to travel to client site as needed and ability to work beyond core business hours.

Benefits

• Baker Tilly is an equal opportunity/affirmative action employer.
• All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.