Baker Tilly jobs in New York, NY - 308 jobs

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. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. 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. Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. Job Description: Are you interested in joining one of the fastest growing consulting and accounting firms in the country? Would you like the ability to join a highly dynamic team focused on providing exceptional client service in the areas of financial institution risk and regulatory compliance? If yes, consider joining Baker Tilly (BT) as a Financial Institution Regulatory Compliance Manager! Our Risk Advisory practice provides a full spectrum of services to help our clients assess their risks, develop strategies to compete in an ever-changing business environment, and achieve their goals and objectives. All of this is accomplished through deep industry knowledge of risk, governance and regulatory compliance best practices. As one of the fastest growing firms in the nation, BT has the ability to offer you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development. Does this describe you? * You want to continue to expand your work experiences and hone your skills as a comprehensive risk professional in the areas of financial institution compliance, enterprise risk management, governance and internal controls * You crave the opportunity to be part of a fast growing, entrepreneurial risk consulting practice where your hard work and creativity will be rewarded * You do your best work when you are part of a talented, down-to-earth team that thrives in collaboration and truly enjoys working together * You feel valued when you are provided the resources and support to continually sharpen your technical skills and build your career now, for tomorrow What you will do: * Work closely with client executives and management teams to understand their businesses and assist in identifying and managing regulatory compliance risks within their business processes and systems * Lead audit and consulting engagements of banks, credit unions, fintechs, and specialty finance organizations to determine institutions compliance with lending and depository regulatory requirements * Implement new or updated regulatory requirements, and translate regulatory requirements to ensure financial institution compliance * Continually stay up-to-date on all existing compliance regulations * Develop and maintain a broad knowledge and awareness of the financial institution industry and regulatory changes and identify potential impacts to compliance audit programs * Support our internal audit practice as Subject Matter Expert on regulatory and compliance topics * Provide strategic business advice to clients by assisting in the implementation of new regulatory requirements * Manage client engagement teams, along with 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 * 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 Successful candidates will have: * Bachelor's degree in accounting, finance, or a related program * 5+ years experience with regulatory compliance * 1-2 year(s) management experience * CIA or CRCM designation(s) required * CRCM Certification strongly preferred. Also open to candidates willing to obtain CRCM Certification in the future. * Experience working with FDIC, OCC, CFPB, NCUA, and state regulations * Experience as a client serving professional for a consulting firm preffered * Excellent analytical, technical, and problem-solving skills, with strong attention to detail * Exceptional verbal and written communication, collaboration, and time management skills * Strong sense of urgency and client responsiveness * Ability to travel up to 10% The compensation range for this role is $116,730 to $221,300. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.

The Executive Engagement Administrator is an integral member of the search execution team, working closely with the consultants and research team, and acting as project coordinator/manager to ensure the timely success of each assignment. The Executive Engagement Administrator serves as a key contact with clients and candidates, schedules interviews, arranges consultant and candidate travel, ensures all due diligence has been conducted on candidates, reviews results, and flags issues. S/he is responsible for the production of multiple documents throughout the search process. Key Relationships Reports to: Administrative Manager (solid line) One or two executive search consultant(s) (dotted line) Other Key Relationships: Assigned Mentor(s) Executive Engagement Administrators Consultants Corporate Office Staff Research Staff Administrative Staff Key Responsibilities The EEA's primary responsibility will be to provide administrative support to one or two dedicated executive search consultant(s) and assist other members of the office staff to balance the workload of the office. Additional responsibilities include: In accordance with the Firm's brand standards, prepare all production work associated with executing a search assignment from start to finish, including qualifications packages for potential new searches, proposal and confirmation letters, position specifications, target lists, progress reports, candidate presentations, reference reports, closeout letters, and candidate and client correspondence. Close out completed searches and organize all material associated with the search in accordance with audit requirements. Work closely with client organizations to schedule candidates for interviews with clients, including assistance with hotel reservations, air travel, directions and any other search-related requirements. Ensure that clients are properly billed in accordance with any special terms; monitor accounts receivables; review monthly client billing worksheets and consultant corporate card statements for charges to be allocated to relevant searches. Manage and maintain consultant(s) calendar and coordinate trip schedules, making all travel and associated arrangements. Prepare monthly expense reports and ensure accuracy of the allocation of client-related expenses. Provide assistance with additional office responsibilities, including but not limited to reception/front desk/switchboard coverage, supporting multiple consultants, IT liaison, software trainer, document proofreading and quality assurance, client meeting preparation, Executive Assistant mentor, special office projects, social functions and any other tasks identified by the office Administrative Manager on an ad-hoc basis. Ideal Experience Minimum of 5-7 years of experience as an Executive Engagement Administrator Experience in a professional services environment is preferable. Strong project coordination/management skills Experience coordinating complex logistics and projects with multiple stakeholders. Excellent Written and Verbal Communication Skills Expert User of Office Applications (Word, Excel, PowerPoint and Outlook) Experience working with a database is considered a significant asset. Typing speed of 65 WPM or more. An undergraduate degree is desirable Critical Capabilities As measured by year-end performance appraisal and ongoing client, consultant and peer feedback. Communication and Relationship Management: Communicate clearly and interact with others in a manner that demonstrates and inspires confidence. Establish and sustain relationships in order to build and strengthen a network of individuals who work cooperatively with each other, including the ability to interact with very senior-level clients and candidates with the highest degree of professionalism at all times. Demonstrate a team approach to and reinforce collaboration in all internal/external interactions to support work balance among the search team and within the office. Exhibit a client-focused attitude in the work environment. Project Coordination/Management: Proactively manage projects to ensure smooth and high-quality outcomes while working on multiple assignments with differing priorities and abbreviated timelines that involve team members with varying communication and execution styles. Take the lead in the timely and efficient scheduling of candidate/client meetings, ensuring that all parties are kept informed, and all details are confirmed and communicated. Identify the varied resources needed and available to deal with multi-dimensional tasks and putting together a realistic and achievable work plan. Leverage technology such as Outlook, the Microsoft suite of products, and a relational database to their fullest potential in a fast-paced environment. The ideal candidate will do this by: Building collaborative relationships externally and internally, including with individuals in other Spencer Stuart offices. Participating in and guiding teams while fostering an environment of mutual trust. Identifying and assisting in managing the needs and expectations of the internal and external team. Communicating appropriately and effectively with all levels and diverse cultures. Demonstrating effectual presence through high-level, written and oral communication skills. Providing constructive guidance and feedback, and openly receiving the same. Remaining optimistic and positive - even when under stress - facing challenges by looking for solutions and offering support to colleagues who are in need. Quality: Demonstrate ethical, sound professional practices and personal accountability. Act in a manner that is consistent with the Firm's values. Hold others accountable to standards of performance. Display a curiosity and desire for knowledge and staying current with colleagues, the Firm and its systems. Regularly invest time in encouraging the team to innovate, continuously improve processes and share knowledge. Gain an understanding of and follow the Firm's policies, procedures and brand standards. Advocate high-quality work by ensuring that client deliverables are thoroughly reviewed and edited. Embrace and actively participate in training opportunities and proactively seek guidance and coaching from peers or corporate trainers to augment or improve skills. Proactively share best practices with the search team by communicating the benefits of improved efficiencies. This could be in the form of informal, on-the-job opportunities or in formal, structured learning opportunities with colleagues. Personal Characteristics Strong client orientation; inherent desire to deliver beyond the call of duty. Very strong organization and prioritization abilities. Discretion and sensitivity in dealing with confidential communications and documentation. Endurance and the ability to handle multiple conflicting priorities at once. Solid judgment; the ability to make sound decisions and work autonomously in the absence of constant supervision. Proactive; takes steps to prevent problems before they occur. The base compensation range for this position is $105k-$115k per year. The actual base compensation offered within this range will be dependent on the individual's skills, experiences, and qualifications. This position will be eligible to participate in our annual discretionary bonus program. Spencer Stuart also offers a competitive benefits package, which includes: Retirement savings plan with discretionary profit sharing contribution and employer match; PTO (minimum 15 days per year, increases with tenure), paid sick time (10 days per year), company holidays (12 days per year), and paid leaves of absence when applicable; Comprehensive health benefits, including medical, dental, and vision insurance, and healthcare flexible spending account; Life Insurance, and short-term and long-term disability insurance; Wellness benefits, including an employee assistance program, virtual mental health program, and mindfulness program; and Voluntary benefit options, including supplemental life insurance, identity theft protection, and whole life insurance with long-term care and critical illness coverage. Spencer Stuart is a proud equal opportunity and affirmative action employer. We are committed to non-discrimination without regard to actual or perceived race, ethnicity, creed, color, religion, gender (including pregnancy, childbirth or related medical conditions), national origin, immigration status, ancestry, age, marital status, protected veteran status, physical or mental disability, medical condition, genetic information, sexual orientation, gender identity, or any basis prohibited under applicable federal, state or local law.

Associate Role Spencer Stuart is seeking to recruit an Associate for the Consumer Practice. This Associate will have the opportunity to help solve Chief Executive Officer, Board Director, and other C-level functional executive searches, while working in partnership with several core Consultants, in the Consumer Products sector. With exposure to a broad set of clients and leadership challenges, this Associate will help to identify and develop diverse candidate slates as an essential member of the search team. The Associate role combines research, assessment, and relationship-building skills to deliver extraordinary service and value to Spencer Stuart clients. Successful candidates for the Associate position will have strong project management ability, writing skills, results orientation, rigorous attention to details, intellectual curiosity and ideally, understanding of the consumer retail industry sector. The Associate will enjoy the challenge of working internally with a variety of Consultants, and externally with diverse, senior-level executives and board members. Associates will be expected to acquire deep and insightful candidate pool knowledge over time. The Associate will ideally be based in New York, but the team may consider other locations for the right individual. Key Relationships: Reports to: Consumer Practice Leader Consultants (on an assignment basis) Other key relationships: Associate Practice Leader Market Leader Analysts, Associates, Senior Associates, and Consultants EEA's Human Resources Business Partner (HRBP) Key Responsibilities: Contribute actively to the start-up phase of each search by participating in client kick-off meetings with the Consultant and assisting in the development of the position specification, search strategy and target list of companies. Gather relevant information regarding the appropriate industries and target companies. Identify potential prospects and sources and represent the client effectively in the marketplace, discussing the opportunity with relevant executives. Validate potential candidates through reference and source calls. Partner with the Consultant to develop and present a slate of qualified candidates to each client. Anticipate what needs to drive the search to closure and be prepared to supply additional information, such as related industry/segment trends, market findings, reaction to the opportunity, compensation data, etc., gained during the course of a search. Contribute to the preparation of position specifications, candidate presentations and reference reports adhering to the Firm's assessment methodology. Communicate effectively with the Consultant and Executive Assistant, and remain fully abreast of search developments, in order to communicate accurately and credibly regarding the assignment. Prepare organized information for the client progress reports/meetings by teaming with the Consultant and the Executive Assistant. Provide an informed perspective on prospects/candidates and how they match against the key selection criteria. Be aware of activities and management changes in the relevant industry's sector; keep team members apprised of relevant developments in the marketplace. Add to the firm's candidate pool expertise by continually identifying and introducing new talent to the firm. Ensure that up to date assignment, company and candidate information during the course of an assignment is always available for colleagues, by leveraging technology and information from the firm's state-of-the-art, proprietary database. Contribute to responses to inquiries for new business, as well as business development initiatives. Be willing and proactive about contributing to local, practice or firm-wide initiatives. Coordinate and share practice related information with colleagues for potentially broader distribution. Ideal Experience: Progressive business experience in executive search, strategy consulting, or a relevant professional services environment with significant time spent in client service Advancement of skills and knowledge evidenced through promotion or tenure Superior project management skills demonstrated through experience working in a high-performance environment where multiple projects and competing demands are the norm Excellent communication skills shown through clear, structured and concise written and verbal presentation Undergraduate degree required, postgraduate degree a plus CRITICAL CAPABILITIES FOR SUCCESS Project Management Plans, manages and drives own efforts to identify and develop a slate of quality candidates as measured by consultant, client and candidate feedback. The successful Associate will do this while handling multiple projects with competing deadlines, working with individuals who have differing styles, and managing challenging expectations: Takes an end-to-end view of each project and the required resources; works at pace and with attention to detail while managing competing deadlines and priorities; has a sense of urgency. Understands the search process (from internal kick-off to referencing); asks questions to understand; and is proactive. Works on multiple projects; meets deadlines and is resilient under pressure; delivers on commitments on time or notifies as early as possible if deadlines will slip. Demonstrates enthusiasm, tenacity and intellectual curiosity; action-oriented; deals with problems immediately. Is results focused and flexible; demonstrates a strong work ethic. Candidate Development Develops qualified and interested candidates for portfolio of searches. A successful Associate will develop excellence in search strategy to build strong contact management lists: Observes and asks questions to fully understand the issue; synthesizes information from a variety of internal/external sources, despite possibly having ambiguous or incomplete information. Gathers relevant data from a variety of sources, including views gathered through Third Party Sourcing (TPS), to help determine broad capabilities, gaps, qualifications/fit; articulates reasons for fit to spec in a succinct manner. Determines priority of which potential candidates to approach. Adds meaningful notes on Quest, diligently uses the initial assessment feature. Will provide outstanding candidate care and nurture long term relationships. Credibility and Influence Communicates effectively both in writing and verbally; has "gravitas" (executive presence) and is able to build relationships. Able to hook candidates and influence consultants to meet them, building a strong internal brand: Interacts with a range of internal and external stakeholders and candidates with differing styles and egos, understanding and appreciating what is important to each. Becomes a credible and authentic professional by observing colleagues and emulating role models. Adapts verbal and written communications according to expectations for role and audience, specifically how to be confident, succinct, concise, prepared and professional. Market and Candidate Knowledge Obtains and incorporates knowledge to enhance client work in a meaningful way. Knows how to get information, effectively uses the available firm resources, developing and sharing candidate pool knowledge: Identifies executive movements in the market and updates Quest (ideally in real time) and colleagues; asks questions and shows interest in networking. Has a genuine interest in/curiosity about people and businesses; and has an understanding of businesses and their interrelationships. Understands how to identify and navigate the various relevant sources available (internal/proprietary and external such as CapIQ, ZoomInfo, Pitchbook, LinkedIn, etc.) alongside a natural interest and curiousity in business, leadership and changing market dynamics. Developing Self and Others Develops self and others; seeks and provides feedback, modifies own performance or behavior based on feedback. A successful Associate is constantly growing, learning and enhancing his/her skills and capabilities: Seeks and is open to feedback from colleagues, placing value on self development efforts; seeks opportunities for growth and manages learning agenda. Is self-aware and open to changing one's own behavior. Firm Values Champions the Firm's values, culture and Code of Conduct; engages, participates and collaborates with others. A successful Associate, who people like working with and who may over time also have a leadership role: Accepts others' opinions and encourages teamwork. Brings cultural awareness and sensitivity to each interaction with colleagues. Participates actively and contributes to internal activities; engages with office and practice. Represents Spencer Stuart well by speaking positively about the Firm and aligning behavior to Firm values. Conducts themselves in a way that is consistent with the Firm's values. The base compensation range for this position is $100k -$130k per year. The actual base compensation offered within this range will be dependent on the individual's skills, experiences, and qualifications. This position will be eligible to participate in our annual discretionary bonus program. Spencer Stuart also offers a competitive benefits package, which includes: Retirement savings plan with discretionary profit sharing contribution and employer match; PTO (minimum 15 days per year, increases with tenure), paid sick time (10 days per year), company holidays (12 days per year), and paid leaves of absence when applicable; Comprehensive health benefits, including medical, dental, and vision insurance, and healthcare flexible spending account; Life Insurance, and short-term and long-term disability insurance; Wellness benefits, including an employee assistance program, virtual mental health program, and mindfulness program; and Voluntary benefit options, including supplemental life insurance, identity theft protection, and whole life insurance with long-term care and critical illness coverage. Spencer Stuart is a proud equal opportunity and affirmative action employer. We are committed to non-discrimination without regard to actual or perceived race, ethnicity, creed, color, religion, gender (including pregnancy, childbirth or related medical conditions), national origin, immigration status, ancestry, age, marital status, protected veteran status, physical or mental disability, medical condition, genetic information, sexual orientation, gender identity, or any basis prohibited under applicable federal, state or local law.

SPECIALIST ROLE Spencer Stuart is seeking to recruit a Specialist to join the Talent Acquisition team focused on non-Consultant roles in North America across Executive Search, Leadership Advisory Services (LAS), Private Equity, and select Business Functions. This Specialist will focus on Associate-level recruiting with end-to-end responsibility for the recruiting strategy, candidate sourcing and development, and stakeholder alignment, while supporting decision and offer management for a portfolio of search assignments. In addition to Associate recruiting, the Specialist will be a team player and support other non-Consultant roles as needed, which may include Intern, Analyst, Client Development, or other business functions, delivering a consistent, high‑quality experience for candidates and internal partners. As a visible ambassador of Spencer Stuart, the Specialist builds trusted relationships with high‑potential candidates in the market and partners closely with Practice Leaders, Associate Practice Leaders, HRBPs, and TA colleagues to translate business needs into targeted search strategies. The role drives candidate generation through research, networking, and outreach, and maintains rigorous process discipline, data integrity, and timely communication to internal stakeholders. Success in this role requires strong judgment and assessment skills, exceptional project management across multiple concurrent searches, and clear, persuasive communication with senior stakeholders and candidates. The Specialist will bring a passion for serving as a brand ambassador for Spencer Stuart, drive to deliver exceptional outcomes and enthusiasm for collaboration and partnership in a team-based environment. The location of this position is flexible, though Chicago, New York, or Philadelphia are preferred. It will be the expectation that the Specialist spends 2-3 days per week in the office to build relationships and benefit from in person apprenticeships. KEY RELATIONSHIPS Reports to: Senior Manager, Talent Acquisition Other key relationships: Head of Talent Acquisition, Americas Senior/Managers, Talent Acquisition Senior/Specialists, Talent Acquisition Project Coordinator(s), Talent Acquisition Global Talent Acquisition Team Members Regional Practice Leaders North America Market Leaders Associate Practice Leaders (APLs) Human Resources Business Partners (HRBP) North America HR Team KEY RESPONSIBILITIES Lead and support non-Consultant recruiting efforts in North America, partnering with TA team colleagues to execute searches across all business lines (Executive Search, Leadership Advisory Services, Private Equity, and select Business Functions). Responsibilities include research, talent mapping, writing position specifications, posting roles, screening applicants, conducting interviews, candidate report writing, referencing, preparing client updates, search status reporting, and candidate scheduling. For assigned searches, manage the full recruitment lifecycle-including strategy development, candidate sourcing and assessment, interview process, stakeholder communication, and decision management-for non-Consultant roles. Serve as a thought partner to key internal stakeholders by developing and sharing informed perspectives on candidates, market dynamics, and talent pools to guide search strategy and attract top talent. Build and maintain relationships with high-potential candidates from competitors, consulting firms, and industry to develop a compelling pipeline for non-Consultant roles. Develop position specifications and drive candidate generation through internal and external sourcing, networking, research, and strategic partnerships. Collaborate with the Senior Manager, Talent Acquisition, and HR Business Partners to ensure a seamless candidate experience, including assessment, decision-making, offer management, and onboarding. Provide timely search updates and materials to stakeholder teams, Practice, Regional, and Firm leadership. Maintain accurate records of searches and outcomes to support learning, innovation, and reporting. Identify and implement opportunities to improve recruiting-process efficiency and communication, partnering with HR on system enhancements to support seamless execution and data integrity. IDEAL EXPERIENCE 5+ years of business experience in recruiting, executive search, talent acquisition, or admissions at a relevant professional services firm or academic institution. Spencer Stuart experience preferred. Superior project management skills demonstrated through quality delivery in a high-performance environment where multiple projects, stakeholders, and competing demands are the norm. Excellent communication skills shown through clear, structured and concise written and verbal presentation. Undergraduate degree and permanent U.S. work authorization required. The base compensation range for this position is $100-$115k per year. The actual base compensation offered within this range will be dependent on the individual's skills, experiences, and qualifications. This position will be eligible to participate in our annual discretionary bonus program. Spencer Stuart also offers a competitive benefits package, which includes: Retirement savings plan with discretionary profit sharing contribution and employer match; PTO (minimum 15 days per year, increases with tenure), paid sick time (10 days per year), company holidays (12 days per year), and paid leaves of absence when applicable; Comprehensive health benefits, including medical, dental, and vision insurance, and healthcare flexible spending account; Life Insurance, and short-term and long-term disability insurance; Wellness benefits, including an employee assistance program, virtual mental health program, and mindfulness program; and Voluntary benefit options, including supplemental life insurance, identity theft protection, and whole life insurance with long-term care and critical illness coverage. CRITICAL CAPABILITIES FOR SUCCESS Project Management: Manages multiple searches and priorities, driving efforts to identify and develop high-quality candidates. Communicates clearly and effectively with various constituencies. Balances attention to detail with big-picture thinking and a sense of urgency. Identifies opportunities to streamline processes, anticipates issues, and suggests solutions. Candidate Development: Assesses candidate experience, capabilities, and fit for roles with rigor and integrity. Integrates best practices in assessment and demonstrates excellent judgment with sensitive personnel information. Strategic Thinking and Innovation: Demonstrates thought leadership in non-Consultant recruiting, translating Spencer Stuart's talent strategy into effective, creative, and efficient recruiting execution. Brings innovative ideas and adapts to evolving market dynamics. Relationship Building: Builds and maintains strong internal and external networks to establish authentic relationships with colleagues, candidates, and sources. Is an active listener, trustworthy, team-oriented, and brings a sense of humor and humanity to interactions. Spencer Stuart is a proud equal opportunity and affirmative action employer. We are committed to non-discrimination without regard to actual or perceived race, ethnicity, creed, color, religion, gender (including pregnancy, childbirth or related medical conditions), national origin, immigration status, ancestry, age, marital status, protected veteran status, physical or mental disability, medical condition, genetic information, sexual orientation, gender identity, or any basis prohibited under applicable federal, state or local law.

As CohnReznick grows, so do our career opportunities. As one of the nation's top professional services firms, CohnReznick creates rewarding careers in advisory, assurance, and tax with team members who value innovation and collaboration in everything they do! CohnReznick helps organizations optimize performance, manage risk, and maximize value through CohnReznick LLP (assurance services) and CohnReznick Advisory LLC (advisory and tax services). Together, the firm provides leaders with deep industry knowledge and relationships, solutions to address clients' unique business goals and risks, and insight on how emerging market forces can drive opportunity. With offices nationwide, the firm serves organizations around the world as an independent member of Nexia. We currently have an exciting career opportunity for an Experienced Assurance Associate to join our Financial Services team in our New York City office for remote and in office roles. CohnReznick is a hybrid firm and most of our professionals are located within a commutable distance to one of our offices. This position is considered hybrid which means team members are expected to be thoughtful and intentional in how they create opportunities for in-person collaboration. While the cadence of in-office presence is determined at the team level, our professionals are encouraged to be in the office/together in person on average 3 days a week. YOUR TEAM. This position will support our Financial Services Group. The Financial Services Group provides services to private equity, hedge fund, broker dealer, fund to funds, and real estate fund clients. You will work on a team with other Associates, Senior Associates, Managers, Senior Managers, and Partners. This team has a passion for what they do and a focus on consistently delivering value to our clients. WHY COHNREZNICK? At CohnReznick, we're united by a common mission to create opportunity, value, and trust for our clients, our people, and our communities. Whether it's working alongside your peers to solve a client challenge, or volunteering together at the local food bank, there are so many ways to find your "why" at the firm. We believe it's important to balance work with everyday life - and make time for enjoyment and fun. We invest in a robust Total Rewards package that includes everything from generous PTO, a flexible work environment, expanded parental leave, extensive learning & development, and even paid time off for employees to volunteer. YOUR ROLE. Responsibilities Responsibilities include but not limited to: * Take responsibility for pre-engagement planning, execution, and final deliverables * Develop detailed engagement work plans * Gain the respect and confidence of the CRZ team through effective client management, timely and accurate communication, and clear and concise direction and leadership Your Experience. The successful candidate will have: * 1+ years of work experience in another public accounting firm * Bachelor's Degree required * CPA licensure achieved or eligibility to sit for the exam * Strong experience using Microsoft Office Suite * Knowledge of audit software such as CaseWare or ProSystem FX * Exceptional organizational and communication (verbal and written) skills Studies have shown that we are less likely to apply to jobs unless we meet every single qualification. At CohnReznick, we are dedicated to building a diverse, equitable, and inclusive workplace, so if you're excited about this role but your experience doesn't align perfectly with every qualification in the job description, we still encourage you to apply. You may be just the right candidate for this or one of our other roles. In New York City, the salary range for an Assurance Associate is $70,000.00 to $100,000.00. Salary is one component of the CohnReznick total rewards package, which includes a discretionary performance bonus, generous paid time off, expanded and inclusive parental benefits, and access to best-in-class learning and development platforms, to name a few. To learn more about life at CohnReznick, visit Life at CohnReznick . "CohnReznick" is the brand name under which CohnReznick LLP and CohnReznick Advisory LLC and their respective subsidiaries provide professional services. CohnReznick LLP and CohnReznick Advisory LLC (and their respective subsidiaries) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. CohnReznick LLP is a licensed CPA firm that provides attest services to its clients. CohnReznick Advisory LLC provides tax and business consulting services to its clients. CohnReznick Advisory LLC and its subsidiaries are not licensed CPA firms. CohnReznick is an equal opportunity employer, committed to a diverse and inclusive team to drive business results and create a better future every day for our team members, clients, partners, and communities. We believe a diverse workforce allows us to match our growth ambitions and drive inclusion across the business. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, or protected veteran status and will not be discriminated against on the basis of disability. For more information, please see Equal Employment Opportunity Posters If you are an individual with a disability in need of assistance at any time during our recruitment process, please contact us at CRaccommodation@CohnReznick.com Please note: This email address is reserved for individuals with disabilities in need of assistance and are not a means of inquiry about positions or application statuses. CohnReznick does not accept unsolicited resumes from third-party recruiters unless such recruiters are currently engaged by CohnReznick Talent Acquisition Team by way of a written agreement to provide candidates for a specified opening. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that CohnReznick will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.

Leadership Advisory Services Practice The Leadership Advisory Services (LAS) Practice is an exciting, vibrant, and dynamic practice within Spencer Stuart. Operating synergistically alongside the Firm's market-leading Executive Search business, LAS professionals provide advice and partnership to clients navigating a range of key leadership and talent issues including: aligning culture and talent strategy with business strategy; maximizing team effectiveness; merger integration support; executive assessment; and talent development and transition support. LAS provides expertise in leadership assessment and development, which is a critical component to CEO succession. Furthermore, LAS is the engine that drives our capabilities and culture models, which are employed during CEO Succession engagements to ensure clients take a multi-faceted approach towards their leadership decisions. The Role The LAS Associate supports Consultants in the full execution of client engagements, including the deep dive, multi-method assessment of executives, teams and organizations, and the formulation of written materials relative to assessment and development findings. The Associate contributes actively at all stages of the engagement lifecycle- from business development/RFP through to advisory recommendations and client/participant feedback. The LAS practice serves as an innovation hub for the broader firm. In addition to executing client engagements, the Associate serves as a subject matter expert relative to Spencer Stuart's proprietary culture products and solutions. They play an important role in the education and training of internal colleagues (both LAS and Search) regarding product offerings and participates actively in internal initiatives for LAS product development and the build-out of the practice infrastructure. The objective of the LAS Associate role is to provide world-class leadership advisory services to the firm's clients while also serving as a key colleague and teammate in advancing the growth agenda of the practice within the context of the firm's overall strategic objectives. A typical LAS client engagement team may include: LAS Consultants, Associates, Project Managers, Search Consultants and Executive Assistants. We view the leadership advisory skillset to be portable across industries; the LAS Associate serves clients across a diverse range of industry sectors. The LAS Associate role requires approximately 30-50% travel, primarily within the geographic/continental region of the person's home office (i.e. EMEA, North America, APAC). Occasional global travel may be required. The base compensation range for this position is $90,000 -150,000 per year. You may also be eligible to participate in our annual discretionary bonus program, in addition to our comprehensive benefits program, including medical insurance, 401(k), paid holidays. Actual base compensation within the range above will be dependent on the individual's skills, experiences, and qualifications. Key Relationships * This position reports to the LAS Director of Associates (solid line), Consultants (on a per-engagement basis). * The successful candidate will engage regularly with members of the LAS practice. * This position will be based in one of our US offices, with the specific office locations variable based on time of year and other factors. Key Responsibilities Supporting Execution The LAS Associate is critical to the execution of client engagements and plays an active role in all aspects of the engagement lifecycle. The successful Associate will handle multiple engagements across varied time zones with competing deadlines, and will work effectively with individuals who have differing styles in order to consistently produce world-class deliverables for the firm's clients: * Fosters business development opportunities and assists in preparation for pitch presentations; participates in new business pitches * Assists in the development of client communications and engagement plan * Assists in the administration of proprietary leadership advisory tools and assessment methodologies * Works with Consultant to synthesize data from multi-method assessments and prepares client reports/deliverables capturing an integrated point of view * Contributes to summary client presentations and other documents identifying key organizational, cultural or strategic findings across the engagement * Participates in client meetings to relay assessment and advisory findings Engagement Management In collaboration with relevant team members (including but not limited to Executive Assistants, LAS Consultants, and Search Consultants/Associates) the LAS Associate participates in the planning and management of the engagement lifecycle. Working with limited technology resources and a diverse group of internal and external decision makers often spanning time-zones and geographies, the LAS Associate assists in driving high touch, high value engagement management and seamless execution: * Demonstrates initiative and commitment by doing what is needed at all phases of the process * Over time, develops an understanding of the resources required to execute all aspects of the engagement life-cycle; leverages this insight to consistently and proactively think ahead, develop engagement plans and timelines, and anticipate next steps * Communicates engagement progress to the client and/or engagement team at agreed upon intervals * Fosters close communication and builds strong working relationships with peer colleagues, including Executive Assistants, Associates and Analysts * Manages a large volume of information with rigorous attention to detail; develops personal systems and tactics for maximizing personal organization and productivity Practice Building Experiencing a continuous growth trajectory and serving as a strategic incubator for the broader firm as it evolves its approach to assessment in search, the LAS Practice encourages an "all hands on deck" attitude from each of its members. The successful Associate is a self-starter who will operate comfortably in this environment characterized by rapid change and ambiguity. He/She will assist in driving structural and product-driven enhancements within LAS by: * Participating actively in internal initiatives relative to LAS product development and the build-out of practice infrastructure, if needed by taking on responsibilities for additional tasks * Practice-building activities may include but are not limited to: * Providing ongoing targeted feedback on current/existing LAS tools * Assisting in the development of additional proprietary assessment tools and technologies * Analyzing current business process methodologies and contributing to business process improvement initiatives * Building relationships with and proactively engaging with search colleagues; developing an understanding of the firm's core search business and facilitating wider understanding of LAS products, services and strategy CANDIDATE PROFILE Ideal Experience * Four or more years' experience in relevant leadership advisory or strategy consulting environment OR four or more years' experience in corporate Human Resources Management with a focus on organizational development and/or organizational culture * Experience related to the application and interpretation of psychometric instruments * Superior business writing skills (as evidenced through project work or writing samples to be provided upon request) * General business acumen as defined by having operated in a range of business situations/contexts * Direct interaction/experience with executive-level clients is advantageous but not required * Undergraduate degree from highly competitive university required. Advanced degree is preferable * Excellent command of written and spoken English is required. Command of additional languages helpful Critical Capabilities For Success Driving Results: Works to Meet/Beat Explicit Goals * Works to achieve goals while overcoming obstacles and/or planning for contingencies. * Is proactive and shows strong feelings of urgency about reaching targets * Checks work of him/herself and others against required quality standards * Reviews performance and progress of key projects and initiatives on a regular basis to ensure team is achieving results, seeking corrective action as needed Customer/Client Mindset: Highly responsive to clients and follows good process * Works to have things done correctly in order to maximize client satisfaction * Uses consistent approaches and good processes to address client needs * Respects client needs and places the highest importance on delivering timely and effective service * Addresses client concerns proactively and reactively * Demonstrates a keen sense of urgency and professionalism in responding to client communications and navigating client situations Collaborating and Influencing: Engages individually to build collaboration * Invites and uses the opinions and perspectives of others * Engages others in a dialogue to gain commitment and bring them "on board" * Uses a range of influencing styles and adapts his/her own approach to the audience or individuals; anticipates the impact of his/her words and actions, prepares for possible resistance or pushback and responds in an appropriate, respectful manner. * Checks with both sides of a discussion to ensure common understanding * Takes initiative to maintain relationships Spencer Stuart is a proud equal opportunity and affirmative action employer. We are committed to non-discrimination without regard to actual or perceived race, ethnicity, creed, color, religion, gender (including pregnancy, childbirth or related medical conditions), national origin, immigration status, ancestry, age, marital status, protected veteran status, physical or mental disability, medical condition, genetic information, sexual orientation, gender identity, or any basis prohibited under applicable federal, state or local law.

Job Family: Strategy & Transformation Consulting Travel Required: Up to 25% Clearance Required: None The Life Sciences - Patient Services team provides program design, implementation, and monitoring services to pharmaceutical, biotechnology, and medical device, companies. We support our clients across the lifecycle of a product to determine the right suite of Patient Support Programs (PSPs), bring them to life through strong partnerships with both manufacturers and third-party vendors through implementation, and ensuring that they are achieving their strategic intent through nuanced and bespoke program monitoring solutions. Common Patient Services projects include: * Defining patient treatment journeys, identifying potential Patient Services engagement points, key barriers, and areas of unmet need to inform design of potential PS offerings * Conducting secondary market research on competitor/analog offerings * Conducting primary market research with a range of stakeholders to identify needs & validate potential support * Develop Patient Services Program Blueprints and detailed program designs, including defining the desired customer experience, the mix of programs and services, and level of support provided * Supporting the requirements definition and operational build out of both in-house and outsourced PS HUBs & additional related programs (e.g., financial support, treatment management support) * Defining methodologies to measure and benchmark the effectiveness of PS program performance; analyze metrics to provide strategic insights * Engaging executive level audiences to deliver actionable insights and recommendations * Supporting the identification of business development opportunities & subsequent pull through of business development activities (e.g., proposal development, scoping) * Developing and managing junior staff development Managing Consultants are responsible for managing projects from cultivation to completion. In this role, you will manage the activities of the designated project team and support the day to day management of the client relationship. You are expected to effectively develop and manage work plans, staffing, deadlines and budgets and are expected to manage multiple projects simultaneously. Work products are expected to be high quality and client ready. In this visible role, you will lead team meetings and guide, manage, and coach Consultants and Senior Consultants, providing constructive feedback on their project participation and overall career development. Managing Consultants work closely with Directors and Managing Directors to keep them abreast of project progress and important developments. Managing Consultants take part in sales initiatives and Practice development. Travel is project dependent but averages 20 percent. Guidehouse encourages career development and hiring for the long term. Managing Consultants follow a clearly defined career path. As Managing Consultants hone their project management skills, ability to manage multiple work streams, professional expertise, and client and business development skills, they progress to the position of Associate Director. What You Will Need: * Bachelor's degree. * Minimum 4 years of prior relevant work or consulting experience working with large global pharma, mid-sized pharma and/or biotech clients in Patient Services and related functions. * Strong understanding of the pharmaceutical industry. * The ability to analyze complex information, identify key issues, and develop effective strategies. * Excellent communication skills to convey strategic recommendations to various stakeholders, including senior management. * Must have subject matter expertise in one or more of the following areas as it pertains to life sciences: PS HUBS, Patient Services and/or Patient Support Programs. * 2 plus years experience managing the activities of a project team including workplan, staffing, deadlines scope and budget. * Demonstrated success supervising, coaching and mentoring more junior level staff and ownership and guidance of their career development. * Must be willing and able to travel to client sites across the US, up to 20% of the time. * Authorized to work for any US employer without sponsorship. What Would Be Nice To Have: * Must have excellent written and oral communication skills. * Must be collaborative and a team player. * Must have exceptional client management experience including expanding client relationships within an organization and ability to recognize and communicate add-on and/or cross business opportunities at external clients. The annual salary range for this position is $102,000.00-$170,000.00. Compensation decisions depend on a wide range of factors, including but not limited to skill sets, experience and training, security clearances, licensure and certifications, and other business and organizational needs. What We Offer: Guidehouse offers a comprehensive, total rewards package that includes competitive compensation and a flexible benefits package that reflects our commitment to creating a diverse and supportive workplace. Benefits include: * Medical, Rx, Dental & Vision Insurance * Personal and Family Sick Time & Company Paid Holidays * Position may be eligible for a discretionary variable incentive bonus * Parental Leave and Adoption Assistance * 401(k) Retirement Plan * Basic Life & Supplemental Life * Health Savings Account, Dental/Vision & Dependent Care Flexible Spending Accounts * Short-Term & Long-Term Disability * Student Loan PayDown * Tuition Reimbursement, Personal Development & Learning Opportunities * Skills Development & Certifications * Employee Referral Program * Corporate Sponsored Events & Community Outreach * Emergency Back-Up Childcare Program * Mobility Stipend About Guidehouse Guidehouse is an Equal Opportunity Employer-Protected Veterans, Individuals with Disabilities or any other basis protected by law, ordinance, or regulation. Guidehouse will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of applicable law or ordinance including the Fair Chance Ordinance of Los Angeles and San Francisco. If you have visited our website for information about employment opportunities, or to apply for a position, and you require an accommodation, please contact Guidehouse Recruiting at ************** or via email at RecruitingAccommodation@guidehouse.com. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodation. All communication regarding recruitment for a Guidehouse position will be sent from Guidehouse email domains including @guidehouse.com or ************************. Correspondence received by an applicant from any other domain should be considered unauthorized and will not be honored by Guidehouse. Note that Guidehouse will never charge a fee or require a money transfer at any stage of the recruitment process and does not collect fees from educational institutions for participation in a recruitment event. Never provide your banking information to a third party purporting to need that information to proceed in the hiring process. If any person or organization demands money related to a job opportunity with Guidehouse, please report the matter to Guidehouse's Ethics Hotline. If you want to check the validity of correspondence you have received, please contact *************************. Guidehouse is not responsible for losses incurred (monetary or otherwise) from an applicant's dealings with unauthorized third parties. Guidehouse does not accept unsolicited resumes through or from search firms or staffing agencies. All unsolicited resumes will be considered the property of Guidehouse and Guidehouse will not be obligated to pay a placement fee.

THE ROLE Spencer Stuart is investing in our approach to business development, with a focus on more effective client targeting, improving the quality and impact of our interactions with potential clients, and creating a more competitive approach to business development. The primary role of the Client Development Senior Analyst (CDSA) in LAS is to support the creation of strategic client pursuits that differentiate Spencer Stuart in business development situations. This includes aligning LAS offerings and key messaging to address complex client challenges, positioning the firm to deliver compelling, client-specific narratives and solution frameworks to increase win rates and strengthen client partnerships. KEY RELATIONSHIPS Reports to: NA LAS Client Development Manager Other key relationships: * NA LAS Practice Leader * Global Head of Client Development * LAS Consultants, Associates, Analysts and Executive Engagement Administrators * Corporate Marketing Team * Other Client Development Analysts across Practices and Regions POSITION LOCATION: Any city with a Spencer Stuart office with Chicago most preferred. KEY RESPONSIBILITIES * Develop persuasive, story-driven PowerPoint presentation materials to support business development opportunities that address unique client challenges and industry trends, enabling impactful pitches for new client acquisition. * Support the creation of new business development collateral tailored to meet evolving client needs and market demands, elevating the ways in which we can leverage LAS offerings to partner with potential clients and enable more impactful client outcomes. * Support the tracking and analysis of business development activity (e.g., pursuits, RFPs, discussion documents, etc.) to better understand our win rate and help refine the firm's go-to-market strategy, identifying opportunities to strengthen client engagement. * Manage and maintain a comprehensive repository of off-the-shelf quals materials and anonymized client decks focused on addressing multi-solution pursuit opportunities, including curating, organizing, and standardizing best-in-class content for easy reuse across the firm. * Collaborate with consultants and colleagues across industries, functions and geographies to support knowledge-sharing, coordinate on cross-practice initiatives, and deepen firm relationships to enable more streamlined and effective business development support. * Streamline knowledge sharing across the practice and firm, documenting learnings from pitches and business development initiatives to ensure we are continuously refining and improving our processes, responsiveness, and pitch effectiveness. * Conduct in-depth research and synthesize insights to develop intellectual capital and value-adding thought leadership pieces that address emerging client needs, industry trends, and market challenges, equipping teams with strategic content for pitches and business development opportunities. CANDIDATE PROFILE: The Client Development Senior Analyst will be a client-service oriented business partner with a passion for research and delivering timely, high-quality results. They will possess outstanding analytical and problem-solving skills, with a track record of performing business research and impactfully presenting findings. The ideal candidate will be graceful under pressure, an excellent multi-tasker, and thrive in fast-paced environments where competing demands are the norm. IDEAL EXPERIENCE: * Undergraduate degree * Highly proficient in Microsoft Word, Excel, and PowerPoint * Highly proficient in creating client-ready presentation materials in a visual, impactful way * 2-3 years in business experience ideally in a global professional services, consulting, or executive search firm a plus; knowledge of or a strong interest in leadership and talent consulting is a plus CRITICAL CAPABILITIES FOR SUCCESS: Persuasive, Story-Driven Presentation Development Designs and deliver compelling presentation materials that communicate complex ideas with clarity and impact. Combines strong storytelling skills with visual design expertise to create persuasive narratives that resonate with client priorities and market challenges, ultimately supporting successful business development pursuits. * Expertise in PowerPoint and visual storytelling to craft engaging, client-ready presentations. * Ability to translate complex data and insights into clear, compelling narratives tailored to client needs. * Strong understanding of market trends and client challenges to ensure relevance and strategic alignment. * Collaboration with internal stakeholders to gather inputs and refine messaging for high-impact pitches * Attention to detail and brand consistency across all presentation materials. Project/Task Management Plans, manages, and drives own efforts in support of new business development as measured by timely completion of project tasks and feedback from project team members. The successful candidate will do this while handling multiple projects with competing deadlines, working with individuals who have differing styles, and managing challenging expectations by: * Providing accurate, timely and insightful research about organizations, industries, functions, and executives. * Taking a strong sense of ownership over the research process, anticipating next steps and not waiting to be told what to do. * Regularly reassessing priorities to align efforts where/when needed and proactively reprioritizing workload to provide support where/when needed. * Committing to deadlines and communicating progress against them. * Delivering on commitments on time or notifying as early as possible of problems occur or deadlines will slip. Analytical Skills Synthesizes research for business development and provides a succinct and accurate point of view as measured by quality, timeliness, and impact to win/loss ratio. The successful candidate will do this while dealing with short timelines and limited information by: * Listening and asking insightful questions. * Leveraging knowledge of an industry/function/sector and appropriate resources to gather relevant information. * Subjecting researched facts to extensive analysis and interpretation before drawing conclusions. * Making inferential leaps in thinking to reach a solution despite incomplete or ambiguous information. * Making decisions rapidly, despite the complexity of the issues or pressures involved. * Using effective business writing skills to create succinct, client-ready analyses and documenting information in Firm databases. * Distilling large volumes of complex data and canned reports into focused insights that help pitch teams win more engagements. Professional Approach Contributes to the efficiency and quality of teams to successfully meet project objectives as measured by Consultant, Associate, and peer feedback while working with individuals who have differing styles by: * Listening and asking questions to clarify understanding and demonstrate knowledge. * Considering the needs of colleagues and adapting own communication style accordingly. * Setting expectations and clarifying tasks to avoid wasting time and resources. * Offering to work outside areas of responsibility when needed. * Raising issues early and finding solutions collaboratively. * Being assertive in defense of conducted research and resulting findings. * Remaining posed when under pressure or handling unexpected challenges. * Proactively sharing information with those who would benefits while being discreet with confidential information. * Self-starter with a strong work ethic, learning orientation, and positive attitude. OTHER PERSONAL CHARACTERISTICS: * Excellent presentation, writing, PowerPoint and Excel skills * Spoken and written fluency in English The base compensation range for this position is $70,000-$80,000 per year. The actual base compensation offered within this range will be dependent on the individual's skills, experiences, and qualifications. This position will be eligible to participate in our annual discretionary bonus program. Spencer Stuart also offers a competitive benefits package, which includes: * Retirement savings plan with discretionary profit sharing contribution and employer match; * PTO (minimum 15 days per year, increases with tenure), paid sick time (10 days per year), company holidays (12 days per year), and paid leaves of absence when applicable; * Comprehensive health benefits, including medical, dental, and vision insurance, and healthcare flexible spending account; * Life Insurance, and short-term and long-term disability insurance; * Wellness benefits, including an employee assistance program, virtual mental health program, and mindfulness program; * and Voluntary benefit options, including supplemental life insurance, identity theft protection, and whole life insurance with long-term care and critical illness coverage. Spencer Stuart is a proud equal opportunity and affirmative action employer. We are committed to non-discrimination without regard to actual or perceived race, ethnicity, creed, color, religion, gender (including pregnancy, childbirth or related medical conditions), national origin, immigration status, ancestry, age, marital status, protected veteran status, physical or mental disability, medical condition, genetic information, sexual orientation, gender identity, or any basis prohibited under applicable federal, state or local law.

Associate Role Spencer Stuart is seeking to recruit an Associate for the Financial Services Practice. This Associate will have the opportunity to help solve Chief Executive Officer, Board Director, and other C-level functional executive searches, while working in partnership with several core Consultants, with a focus in Asset Management. With exposure to a broad set of clients and leadership challenges, this Associate will help to identify and develop diverse candidate slates as an essential member of the search team. The Associate role combines research, assessment, and relationship-building skills to deliver extraordinary service and value to Spencer Stuart clients. Successful candidates for the Associate position will have strong project management ability, writing skills, results orientation, rigorous attention to details, intellectual curiosity and ideally, and understanding of finance. The Associate will enjoy the challenge of working internally with a variety of Consultants, and externally with diverse, senior-level executives and board members. Associates will be expected to acquire deep and insightful candidate pool knowledge over time. The Associate will be based in New York. It will be the expectation that the Associate spend 2-3 days/week in the office to properly build relationships and benefit from in person apprenticeships. Key Relationships: Reports to: Financial Services Practice Leader Consultants (on an assignment basis) Other key relationships: Associate Practice Leader Market Leader Analysts, Associates, Senior Associates, and Consultants EEA's Human Resources Business Partner (HRBP) Key Responsibilities: Contribute actively to the start-up phase of each search by participating in client kick-off meetings with the Consultant and assisting in the development of the position specification, search strategy and target list of companies. Gather relevant information regarding the appropriate industries and target companies. Identify potential prospects and sources and represent the client effectively in the marketplace, discussing the opportunity with relevant executives. Validate potential candidates through reference and source calls while gathering meaningful insight that is an important part of the process. Partner with the Consultant (and team) to prepare for upcoming client updates by developing a slate of qualified candidates, updating client materials and presenting backgrounds offering balanced insight and informed perspective. Anticipate what needs to drive the search to closure and be prepared to supply additional information, such as related industry/segment trends, market findings, reaction to the opportunity, compensation data, etc., gained during the course of a search. Assist in the preparation of position specifications, candidate presentations and reference reports adhering to the Firm's assessment methodology. Communicate effectively with the core search team (Consultant, Analyst, EEA) and remain fully abreast of search developments, in order to communicate accurately and credibly regarding the assignment; pass along real time industry/market updates and any changes that may impact the course of the search. Add to the firm's candidate pool expertise by continually identifying and introducing new talent to the firm. Ensure that up to date assignment, company and candidate information during the course of an assignment is always available for colleagues, by leveraging technology and information from the firm's state-of-the-art, proprietary database. Collaborate, and coordinate, with colleagues who may be working in similar talent pools. Contribute to responses to inquiries for new business, as well as business development initiatives. Be willing and proactive about contributing to local, practice or firm-wide initiatives. Coordinate and share practice related information with colleagues for potentially broader distribution. Ideal Experience: 4+ years of business experience in executive search, strategy consulting, private equity or a relevant professional services environment with significant time spent in client service where there are competing deadlines, multiple stakeholders and complex problems to solve; advancement of skills and knowledge evidenced through promotion or tenure Superior project management skills demonstrated through experience working in a high-performance environment where multiple projects and competing demands are the norm Excellent communication skills shown through clear, structured and concise written and verbal presentation Undergraduate degree required, postgraduate degree a plus CRITICAL CAPABILITIES FOR SUCCESS Project Management Plans, manages and drives own efforts to identify and develop a slate of quality candidates as measured by consultant, client and candidate feedback. The successful Associate will do this while handling multiple projects with competing deadlines, working with individuals who have differing styles, and managing challenging expectations: Takes an end-to-end view of each project and the required resources; works at pace and with attention to detail while managing competing deadlines and priorities; has a sense of urgency. Understands the search process (from internal kick-off to referencing); asks questions to understand; and is proactive. Works on multiple projects; meets deadlines and is resilient under pressure; delivers on commitments on time or notifies as early as possible if deadlines will slip. Demonstrates enthusiasm, tenacity and intellectual curiosity; action-oriented; deals with problems immediately. Is results focused and flexible; demonstrates a strong work ethic. Candidate Development Develops qualified and interested candidates for portfolio of searches. A successful Associate will develop excellence in search strategy to build strong contact management lists: Observes and asks questions to fully understand the issue; synthesizes information from a variety of internal/external sources, despite possibly having ambiguous or incomplete information. Gathers relevant data from a variety of sources, including views gathered through Third Party Sourcing (TPS), to help determine broad capabilities, gaps, qualifications/fit; articulates reasons for fit to spec in a succinct manner. Determines priority of which potential candidates to approach. Adds meaningful notes on Quest, diligently uses the initial assessment feature. Will provide outstanding candidate care and nurture long term relationships. Credibility and Influence Communicates effectively both in writing and verbally; has "gravitas" (executive presence) and is able to build relationships. Able to hook candidates and influence consultants to meet them, building a strong internal brand: Interacts with a range of internal and external stakeholders and candidates with differing styles and egos, understanding and appreciating what is important to each. Becomes a credible and authentic professional by observing colleagues and emulating role models. Adapts verbal and written communications according to expectations for role and audience, specifically how to be confident, succinct, concise, prepared and professional. Market and Candidate Knowledge Obtains and incorporates knowledge to enhance client work in a meaningful way. Knows how to get information, effectively uses the available firm resources, developing and sharing candidate pool knowledge: Identifies executive movements in the market and updates Quest (ideally in real time) and colleagues; asks questions and shows interest in networking. Has a genuine interest in/curiosity about people and businesses; and has an understanding of businesses and their interrelationships. Understands how to identify and navigate the various relevant sources available (internal/proprietary and external such as CapIQ, ZoomInfo, Pitchbook, LinkedIn, etc.) alongside a natural interest and curiousity in business, leadership and changing market dynamics. Developing Self and Others Develops self and others; seeks and provides feedback, modifies own performance or behavior based on feedback. A successful Associate is constantly growing, learning and enhancing his/her skills and capabilities: Seeks and is open to feedback from colleagues, placing value on self development efforts; seeks opportunities for growth and manages learning agenda. Is self-aware and open to changing one's own behavior. Firm Values Champions the Firm's values, culture and Code of Conduct; engages, participates and collaborates with others. A successful Associate, who people like working with and who may over time also have a leadership role: Accepts others' opinions and encourages teamwork. Brings cultural awareness and sensitivity to each interaction with colleagues. Participates actively and contributes to internal activities; engages with office and practice. Represents Spencer Stuart well by speaking positively about the Firm and aligning behavior to Firm values. Conducts themselves in a way that is consistent with the Firm's values. The base compensation range for this position is $100k -$130k per year. The actual base compensation offered within this range will be dependent on the individual's skills, experiences, and qualifications. This position will be eligible to participate in our annual discretionary bonus program. Spencer Stuart also offers a competitive benefits package, which includes: Retirement savings plan with discretionary profit sharing contribution and employer match; PTO (minimum 15 days per year, increases with tenure), paid sick time (10 days per year), company holidays (12 days per year), and paid leaves of absence when applicable; Comprehensive health benefits, including medical, dental, and vision insurance, and healthcare flexible spending account; Life Insurance, and short-term and long-term disability insurance; Wellness benefits, including an employee assistance program, virtual mental health program, and mindfulness program; and Voluntary benefit options, including supplemental life insurance, identity theft protection, and whole life insurance with long-term care and critical illness coverage. Spencer Stuart is a proud equal opportunity and affirmative action employer. We are committed to non-discrimination without regard to actual or perceived race, ethnicity, creed, color, religion, gender (including pregnancy, childbirth or related medical conditions), national origin, immigration status, ancestry, age, marital status, protected veteran status, physical or mental disability, medical condition, genetic information, sexual orientation, gender identity, or any basis prohibited under applicable federal, state or local law.

Associate Role Spencer Stuart is seeking to recruit an Associate for the Industrial Practice. This Associate will have the opportunity to help solve Chief Executive Officer, Board Director, and other C-level functional executive searches, while working in partnership with several core Consultants, in the Automotive & Mobility sectors. With exposure to a broad set of clients and leadership challenges, this Associate will help to identify and develop diverse candidate slates as an essential member of the search team. The Associate role combines research, assessment, and relationship-building skills to deliver extraordinary service and value to Spencer Stuart clients. Successful candidates for the Associate position will have strong project management ability, writing skills, results orientation, rigorous attention to details, intellectual curiosity and ideally, understanding of the agriculture & commodities and/or process industries sectors. The Associate will enjoy the challenge of working internally with a variety of Consultants, and externally with diverse, senior-level executives and board members. Associates will be expected to acquire deep and insightful candidate pool knowledge over time. The Associate will ideally be based in Chicago or New York City. There is an expectation of being in the office a minimum of two days a week. In the early stages, it will be beneficial for the individual to spend more time in the office to build relationships, engage with colleagues and participate in the local office community. Key Relationships: Reports to: Industrial Practice Leader Consultants (on an assignment basis) Other key relationships: Associate Practice Leader Market Leader Analysts, Associates, Senior Associates, and Consultants EEA's Human Resources Business Partner (HRBP) Key Responsibilities: * Contribute actively to the start-up phase of each search by participating in client kick-off meetings with the Consultant and assisting in the development of the position specification, search strategy and target list of companies. * Gather relevant information regarding the appropriate industries and target companies. Identify potential prospects and sources and represent the client effectively in the marketplace, discussing the opportunity with relevant executives. * Validate potential candidates through reference and source calls. * Partner with the Consultant to develop and present a slate of qualified candidates to each client. Anticipate what needs to drive the search to closure and be prepared to supply additional information, such as related industry/segment trends, market findings, reaction to the opportunity, compensation data, etc., gained during the course of a search. * Contribute to the preparation of position specifications, candidate presentations and reference reports adhering to the Firm's assessment methodology. * Communicate effectively with the Consultant and Executive Assistant, and remain fully abreast of search developments, in order to communicate accurately and credibly regarding the assignment. * Prepare organized information for the client progress reports/meetings by teaming with the Consultant and the Executive Assistant. Provide an informed perspective on prospects/candidates and how they match against the key selection criteria. * Be aware of activities and management changes in the relevant industry's sector; keep team members apprised of relevant developments in the marketplace. * Add to the firm's candidate pool expertise by continually identifying and introducing new talent to the firm. Ensure that up to date assignment, company and candidate information during the course of an assignment is always available for colleagues, by leveraging technology and information from the firm's state-of-the-art, proprietary database. * Contribute to responses to inquiries for new business, as well as business development initiatives. * Be willing and proactive about contributing to local, practice or firm-wide initiatives. Coordinate and share practice related information with colleagues for potentially broader distribution. Ideal Experience: * 4+ years of progressive business experience in executive search, recruiting, talent acquisition, or a relevant professional services environment with significant time spent in client service * Advancement of skills and knowledge evidenced through promotion or tenure * Superior project management skills demonstrated through experience working in a high-performance environment where multiple projects and competing demands are the norm * Excellent communication skills shown through clear, structured and concise written and verbal presentation * Undergraduate degree required, postgraduate degree a plus CRITICAL CAPABILITIES FOR SUCCESS Project Management Plans, manages and drives own efforts to identify and develop a slate of quality candidates as measured by consultant, client and candidate feedback. The successful Associate will do this while handling multiple projects with competing deadlines, working with individuals who have differing styles, and managing challenging expectations: * Takes an end-to-end view of each project and the required resources; works at pace and with attention to detail while managing competing deadlines and priorities; has a sense of urgency. * Understands the search process (from internal kick-off to referencing); asks questions to understand; and is proactive. * Works on multiple projects; meets deadlines and is resilient under pressure; delivers on commitments on time or notifies as early as possible if deadlines will slip. * Demonstrates enthusiasm, tenacity and intellectual curiosity; action-oriented; deals with problems immediately. * Is results focused and flexible; demonstrates a strong work ethic. Candidate Development Develops qualified and interested candidates for portfolio of searches. A successful Associate will develop excellence in search strategy to build strong contact management lists: * Observes and asks questions to fully understand the issue; synthesizes information from a variety of internal/external sources, despite possibly having ambiguous or incomplete information. * Gathers relevant data from a variety of sources, including views gathered through Third Party Sourcing (TPS), to help determine broad capabilities, gaps, qualifications/fit; articulates reasons for fit to spec in a succinct manner. * Determines priority of which potential candidates to approach. * Adds meaningful notes on Quest, diligently uses the initial assessment feature. Credibility and Influence Communicates effectively both in writing and verbally; has "gravitas" (executive presence) and is able to build relationships. Able to hook candidates and convince consultants to meet them, building a strong internal brand: * Interacts with a range of internal and external stakeholders and candidates with differing styles and egos, understanding and appreciating what is important to each. * Becomes a credible and authentic professional by observing colleagues and emulating role models. * Adapts verbal and written communications according to expectations for role and audience, specifically how to be confident, succinct, concise, prepared and professional. Market and Candidate Knowledge Obtains and incorporates knowledge to enhance client work in a meaningful way. Knows how to get information, effectively uses the available firm resources, developing and sharing candidate pool knowledge: * Identifies executive movements in the market and updates Quest (ideally in real time) and colleagues; asks questions and shows interest in networking. * Has a genuine interest in/curiosity about people and businesses; and has an understanding of businesses and their interrelationships. * Understands how to identify and navigate the various relevant sources available (Quest, Passport, Global Information Services, Hoovers, LinkedIn, etc.). Developing Self and Others Develops self and others; seeks and provides feedback, modifies own performance or behavior based on feedback. A successful Associate is constantly growing, learning and enhancing his/her skills and capabilities: * Seeks and is open to feedback from colleagues, placing value on self development efforts; seeks opportunities for growth. * Is self-aware and open to changing one's own behavior. Firm Values Champions the Firm's values, culture and Code of Conduct; engages, participates and collaborates with others. A successful Associate, who people like working with and who may over time also have a leadership role: * Accepts others' opinions and encourages teamwork. * Brings cultural awareness and sensitivity to each interaction with colleagues. * Participates actively and contributes to internal activities; engages with office and practice. * Represents Spencer Stuart well by speaking positively about the Firm and aligning behavior to Firm values. * Conducts themselves in a way that is consistent with the Firm's values. The base compensation range for this position is $100-130k per year. The actual base compensation offered within this range will be dependent on the individual's skills, experiences, and qualifications. This position will be eligible to participate in our annual discretionary bonus program. Spencer Stuart also offers a competitive benefits package, which includes: * Retirement savings plan with discretionary profit sharing contribution and employer match; * PTO (minimum 15 days per year, increases with tenure), paid sick time (10 days per year), company holidays (12 days per year), and paid leaves of absence when applicable; * Comprehensive health benefits, including medical, dental, and vision insurance, and healthcare flexible spending account; * Life Insurance, and short-term and long-term disability insurance; * Wellness benefits, including an employee assistance program, virtual mental health program, and mindfulness program; and * Voluntary benefit options, including supplemental life insurance, identity theft protection, and whole life insurance with long-term care and critical illness coverage. Compensation and benefits are commensurate with other high-end professional services firms. Spencer Stuart is a proud equal opportunity and affirmative action employer. We are committed to non-discrimination without regard to actual or perceived race, ethnicity, creed, color, religion, gender (including pregnancy, childbirth or related medical conditions), national origin, immigration status, ancestry, age, marital status, protected veteran status, physical or mental disability, medical condition, genetic information, sexual orientation, gender identity, or any basis prohibited under applicable federal, state or local law.

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. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. 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. Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. Job Description: Responsibilities The Office Services Assistant provides general clerical and administrative office support assisting in daily office and operational needs of the business. Works closely with the Office Services Manager on a daily basis to ensure an organized office and assists associates to optimize processes and administrative business needs. * Sorts and delivers incoming, and outgoing mail, including accounts receivable bank drops * File, fax, scan, print and assemble documents. Assist with entering office expenses (fed ex, messenger services, invoices) * Possible travel -package pick-ups and drop-offs via USPS, UPS, and FedEx and food orders as needed * Provide reception coverage. Greet clients, answer office phones, receive and deliver documents to clients. * Ensure training rooms and conference rooms and over all office space is clean and organized. Assist in the set up or breaking down of tables, furniture, etc. * Schedule meetings and appointments. Schedule and prepare conference rooms. Assist with onboarding tasks and workspace readiness * Orders and stocks office supplies, stationary and breakroom supplies (coffee, soda, snacks) * Additional responsibilities as needed Qualifications * High School Diploma required * 1 to 3 years relevant experience required * Proficiency in Microsoft Office suite * Experience with office machines, including facsimile, high speed copier, multi-line phone and 10 key calculator preferred * Excellent customer service and client focused skills * Excellent organizational skills and ability to manage through competing priorities * Detail orientated and ability follow directions/procedures required, as well as prioritize calls and visitors * Ability to work independently to follow directions and procedures * Ability to work overtime and weekends as needed * Capable of safely lifting up to 25 lbs as needed The compensation range for this role is $18.00 to $34.10. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.

The Client Success Lead, Private Equity (PE) will be a key strategic team member for select Managed/Growth clients within PE. This role will be a strategic thought partner to Consultant "Client Leads" across three to five strategic accounts to help identify opportunities for business development and drive an exemplary and consistent client experience across the portfolio of work being done. Success in this role will better enable account teams to focus on delivering exceptional client service, while staying aligned and informed as part of increasingly complex coverage efforts. By managing the rhythm of business, such as quarterly business reviews, internal account updates for aligned Spencer Stuart teams, and news communications, the Client Success Lead ensures that leadership and stakeholders are consistently informed and aligned on all account activity. The role also supports compliance with internal processes and client requirements, while proactively identifying and resolving operational risks. In addition to overseeing core account operations, the Client Success Lead is responsible for driving regular client communications, maintaining Quest data accuracy, and facilitating consistent internal communications across the dedicated account team. Lastly, this individual will partner closely with Private Equity's Strategic Account Manager and broader leadership to develop, implement, and execute best-in-class account management processes across the practice. This includes, but is not limited to, serving as a thought partner on account plans, process improvement/systems implementations for Client Leads, driving BD execution and identifying areas of opportunity, learning and development programs for new Client Leads, and broader collaboration initiatives for our Client Lead cohort. Success in this role is measured both quantitatively and qualitatively. Quantitatively, financial performance, market penetration (regionally, by industry, functionally, by service line), CSS Scores, and win/loss rate will be consistently measured. Qualitatively, this individual is expected to streamline workflows, enhance collaboration across teams, and deliver timely, actionable insights that support business development and client engagement. This role is designed to elevate the operational excellence of Spencer Stuart's most strategic accounts, ensuring they are well-positioned for growth, efficiency, and long-term success. KEY RELATIONSHIPS Reports to * Practice Manager, Strategy and Operations * Strategic Accounts Manager Partners closely with * Global Private Equity Client Leads Other key relationships * Global Private Equity Practice Analysts, Associates, and Consultants Position location: Global remit, with alignment to a home-office ideally in New York City KEY RESPONSIBILITIES * Strategic Account Leadership: Partner with designated client leads to develop and execute short-, medium-, and long-term strategic account plans for Managed and Growth accounts, ensuring alignment with broader Private Equity (PE) practice goals. * Client Development & Business Growth: Act as a strategic thought partner to identify and pursue business development opportunities. Leverage internal connectivity to expand into new sectors, business lines, and regions to increase share of wallet, and drive top-line growth. * Cross-Functional Coordination: Serve as a central point of coordination across internal teams to ensure transparent communication on client activity, business development efforts, and competitive intelligence. * Performance Tracking: Build and deliver quarterly reporting for each strategic account and track overall outcomes of the strategic account program. * Contribute to the broader PE strategic account agenda through template creation, agenda setting, technology enhancements, and investment planning. * Knowledge Sharing: Develop and disseminate a "playbook" of best practices for account expansion and client management. Share templates and tools across the PE practice to support broader adoption. * Monitoring and Insight: Work closely with the PE analyst team to monitor deal activity and exits, supporting both business development and search execution. * Execution Support: Coordinate with Strategy & Operations, Associates, and Analysts to fulfill data and deliverable needs, including pitch materials, assignment lists, and market insights. * Tailored Account Management: For select strategic accounts (3-5), provide tailored support including: * Research and benchmarking against market activity and peer clients. * Financial reporting and metric tracking for internal and external use. * Development of strategic materials such as QBRs, one-pagers, internal reviews, and bespoke trackers. * Execution of creative and high-impact projects to address client-specific needs (e.g., custom portals, data benchmarking). * Participation in complex, multi-stage client initiatives as needed. IDEAL CANDIDATE Successful candidates will be self-directed, independent, and able to proactively address the needs of our Private Equity business. They must be able to work in a fast-paced, quick-turn work environment, and demonstrate a passion and ability for strategic commercial thinking to deliver the highest caliber service within a highly demanding environment. In addition, they must collaborate effectively with a wide range of global, internal and external stakeholders to expand existing client relationships and create new relationships. They will be graceful under pressure, enjoy fast-paced environments, and be excellent multitaskers with an ownership mindset and results orientation. Specific experience should include: * 1-3+ years of professional services experience, with at least one year of client-facing experience. * Understanding of and interest in the Private Markets and/or Private Equity landscape is strongly preferred. * Strong project management and operational ability with exemplary detail-orientation. * Ability to work across global stakeholders internally and externally with clarity, transparency, and understanding of dynamics. * Balance of action-orientation, efficiency, and commitment to quality. * Excellent communication skills and credibility with senior executives and colleagues. * In possession of permanent U.S. work authorization. The base compensation range for this position is $80k-$110k per year. The actual base compensation offered within this range will be dependent on the individual's skills, experiences, and qualifications. This position will be eligible to participate in our annual discretionary bonus program. Spencer Stuart also offers a competitive benefits package, which includes: * Retirement savings plan with discretionary profit sharing contribution and employer match; * PTO (minimum 15 days per year, increases with tenure), paid sick time (10 days per year), company holidays (12 days per year), and paid leaves of absence when applicable; * Comprehensive health benefits, including medical, dental, and vision insurance, and healthcare flexible spending account; * Life Insurance, and short-term and long-term disability insurance; * Wellness benefits, including an employee assistance program, virtual mental health program, and mindfulness program; and * Voluntary benefit options, including supplemental life insurance, identity theft protection, and whole life insurance with long-term care and critical illness coverage. Spencer Stuart is a proud equal opportunity and affirmative action employer. We are committed to non-discrimination without regard to actual or perceived race, ethnicity, creed, color, religion, gender (including pregnancy, childbirth or related medical conditions), national origin, immigration status, ancestry, age, marital status, protected veteran status, physical or mental disability, medical condition, genetic information, sexual orientation, gender identity, or any basis prohibited under applicable federal, state or local law.

Apollo is a high-growth, global alternative asset manager. In our asset management business, we seek to provide our clients excess return at every point along the risk-reward spectrum from investment grade to private equity with a focus on three investing strategies: yield, hybrid, and equity. For more than three decades, our investing expertise across our fully integrated platform has served the financial return needs of our clients and provided businesses with innovative capital solutions for growth. Through Athene, our retirement services business, we specialize in helping clients achieve financial security by providing a suite of retirement savings products and acting as a solutions provider to institutions. Our patient, creative, and knowledgeable approach to investing aligns our clients, businesses we invest in, our employees, and the communities we impact, to expand opportunity and achieve positive outcomes. Come to Apollo and join a community of extraordinary people who are committed to a culture of excellence and collaboration in everything that we do. We invest in our people for the long term and are committed to supporting their development at every stage of their career. The Chief Operating Officer (COO), Global Business Finance (GBF) Modernization Lead will play a critical leadership role in driving modernization and transformation across Apollo's global finance organization. Reporting to the GBF COO and partnering closely with the Apollo Asset Management (AAM) CFO and senior leaders across Finance, this role will be responsible for designing, implementing, and sustaining the transformation strategy that enables Finance to operate more efficiently, effectively, and strategically in support of Apollo's growth ambitions. This position will oversee key transformation programs that span Global Business Finance operations, reporting, data management, systems integration, and automation-ensuring alignment with the firm's strategic priorities, target operating model, and culture of continuous improvement. Primary Responsibilities Strategic Transformation Leadership * Partner with the AAM CFO, GBF COO and senior Finance leaders to define and execute a multi-year Finance Transformation roadmap, aligning process redesign, technology modernization, and data strategy with business priorities. * Lead the design and implementation of a new finance operating model, including process simplification, automation, and governance improvements. * Serve as the primary business lead for major cross-functional initiatives (e.g., ERP modernization, reporting automation, and finance analytics). * Drive the adoption of new tools, systems, and ways of working to enhance Finance's scalability and agility. Program Governance & Execution * Establish and lead change management projects and programs within Finance, responsible for governance, tracking, and performance reporting of all key initiatives. * Define success metrics and ensure transformation goals are achieved through disciplined project management, stakeholder engagement, and risk management. * Partner with Engineering, HC and Operations to deliver coordinated enterprise-wide change programs impacting Finance. Operational Effectiveness & Continuous Improvement * Champion process optimization and operational excellence initiatives across all finance functions, including accounting, FP&A, tax, treasury, and reporting. * Identify and implement best practices in automation, workflow, and data utilization to improve accuracy, timeliness, and insight generation. * Embed a culture of accountability and data-driven decision-making within the Finance function. Team Leadership & Culture * Lead and mentor a team of high-performing professionals, fostering a collaborative, high-trust environment. * Promote professional development, training, and succession planning to ensure sustainable organizational capability. * Partner with HR and Finance leadership to strengthen culture, engagement, and communication throughout transformation. Qualifications & Experience * 10+ years of experience in finance transformation, consulting, or operations leadership within asset management, financial services, or a related industry. * Proven success in leading large-scale transformation programs, including finance process re-engineering, ERP or data modernization, and automation initiatives. * Strong financial acumen and understanding of core finance processes (close & consolidation, FP&A, reporting, and controls). * Demonstrated ability to manage change across complex, global organizations-balancing strategic vision with operational discipline. * Excellent communication and stakeholder management skills, with the ability to influence senior executives and cross-functional teams. * Strong analytical and project management skills; familiarity with tools such as Power BI, Alteryx, Anaplan, or OneStream is a plus. * Bachelor's degree required; advanced degree (MBA or equivalent) preferred. OUR PURPOSE AND CORE VALUES Our clients rely on our investment acumen to help secure their future. We must never lose our focus and determination to be the best investors and most trusted partners on their behalf. We strive to be: The leading provider of retirement income solutions to institutions, companies, and individuals. The leading provider of capital solutions to companies. Our breadth and scale enable us to deliver capital for even the largest projects - and our small firm mindset ensures we will be a thoughtful and dedicated partner to these organizations. We are committed to helping them build stronger businesses. A leading contributor to addressing some of the biggest issues facing the world today - such as energy transition, accelerating the adoption of new technologies, and social impact - where innovative approaches to investing can make a positive difference. We are building a unique firm of extraordinary colleagues who: Outperform expectations Challenge Convention Champion Opportunity Lead responsibly Drive collaboration As One Apollo team, we believe that doing great work and having fun go hand in hand, and we are proud of what we can achieve together. OUR BENEFITS Apollo relies on its people to keep it a leader in alternative investment management, and the firm's benefit programs are crafted to offer meaningful coverage for both you and your family. Please reach out to your Human Capital Business Partner for more detailed information on specific benefits. Apollo Global Management Inc. is an equal opportunity/affirmative action employer. The firm and its affiliates do not discriminate in employment because of race, color, religion, gender, national origin, veteran status, disability, age, citizenship, marital or domestic/civil partnership status, sexual orientation, gender identity or expression or because of any other criteria prohibited under controlling federal, state or local law Pay Range $190,000 - $250,000 Apollo Global Management, Inc. (together with its subsidiaries and affiliates) is committed to championing opportunity. The firm and its affiliates comply with applicable discrimination and equal opportunities legislation in all of its jurisdictions and do not discriminate in employment or recruitment based on race, color, religion, gender, national origin, veteran status, disability, age, citizenship, marital or domestic/civil partnership status, sexual orientation, gender identity or expression or any other protected characteristic under applicable law. The contents of the qualifications and experience section of this job description are a guideline only. If an applicant can otherwise demonstrate their suitability for the role they will be considered. The base salary range for this position is listed above. This position is also eligible for a discretionary annual bonus based on personal, team, and Firm performance. Compensation ranges are based on several factors including job function, level, and geographic location. Final offer amounts are determined by multiple factors including candidate experience and expertise, and may vary from the amounts listed here.

At Apollo, we're a global team of alternative investment managers passionate about delivering differentiated value to our investors and shareholders. With over 30 years of proven expertise across Private Equity, Credit, and Real Estate, regions and industries, we're known for our integrated businesses, our strong investment performance, our value-oriented philosophy - and our people. Apollo Capital Solutions ("ACS") anchors the Firm's capital markets, syndication, and dedicated origination efforts. As one centralized team, ACS partners with each of Apollo's investment businesses to provide capital markets expertise, structuring, execution, and ultimately drive syndication efforts on investments across Credit, Hybrid, and Equity. The continued build and evolution of the ACS business is one of Apollo's key strategic initiatives - you can learn more about it here. The Role The ACS Equity Capital Markets ("ECM") team manages all equity-market-related transactions across the Apollo ecosystem, including Initial Public Offerings (IPOs), Follow-On Offerings, and Block Trades. The team plays a key role throughout the lifecycle of Apollo's investments by shaping exit strategies, supporting portfolio companies, generating market insights, and exploring new exit technology & alternatives. The ACS ECM team is seeking an Analyst to join their growing New York team - primary responsibilities include: * Work with deals teams and support senior-level capital markets professionals in underwriting exit assumptions, crafting equity theses, and preparing companies for public market exits * Develop timely insight into current equity markets and sector trends * Support senior-level team in driving execution for equity-related transactions throughout the lifecycle of the investment (including the execution of IPOs and secondary sales) * Prepare, organize, and maintain deal-related marketing materials and analyses * Prepare and organize team-level and portfolio-level data processes and projects * Build and maintain databases relevant to the business Qualifications & Experience * 1 - 2 years of analyst experience at an investment bank within equity capital markets, private capital markets, financial sponsor coverage, or an industry vertical * Strong attention to detail with a proven ability to multitask and operate as both a self-starter and team player * Strong financial acumen, data analysis, and presentation (i.e., Excel, PowerPoint) skills * Excellent written, oral communication, and reasoning skills * Ability to work under pressure in a rapidly changing environment to meet deadlines * Interest in equity markets withan understanding of macro trends and market environment About Apollo Apollo is a high-growth, global alternative asset manager. In our asset management business, we seek to provide our clients excess return at every point along the risk-reward spectrum from investment grade credit to private equity. For more than three decades, our investing expertise across our fully integrated platform has served the financial return needs of our clients and provided businesses with innovative capital solutions for growth. Through Athene, our retirement services business, we specialize in helping clients achieve financial security by providing a suite of retirement savings products and acting as a solutions provider to institutions. Our patient, creative, and knowledgeable approach to investing aligns our clients, businesses we invest in, our employees, and the communities we impact, to expand opportunity and achieve positive outcomes. As of June 30, 2024, Apollo had approximately $696 billion of assets under management. To learn more, please visit *************** Our Purpose & Core Values Our clients rely on our investment acumen to help secure their future. We must never lose our focus and determination to be the best investors and most trusted partners on their behalf. We strive to be: * The leading provider of retirement income solutions to institutions, companies, and individuals. * The leading provider of capital solutions to companies. Our breadth and scale enable us to deliver capital for even the largest projects - and our small firm mindset ensures we will be a thoughtful and dedicated partner to these organizations. We are committed to helping them build stronger businesses. * A leading contributor to addressing some of the biggest issues facing the world today - such as energy transition, accelerating the adoption of new technologies, and social impact - where innovative approaches to investing can make a positive difference. We are building a unique firm of extraordinary colleagues who: * Outperform expectations * Challenge Convention * Champion Opportunity * Lead responsibly * Drive collaboration As One Apollo team, we believe that doing great work and having fun go hand in hand, and we are proud of what we can achieve together. Our Benefits Apollo relies on its people to keep it a leader in alternative investment management, and the firm's benefit programs are crafted to offer meaningful coverage for both you and your family. Pay Range $110,000 - $150,000 Apollo Global Management, Inc. (together with its subsidiaries and affiliates) is committed to championing opportunity. The firm and its affiliates comply with applicable discrimination and equal opportunities legislation in all of its jurisdictions and do not discriminate in employment or recruitment based on race, color, religion, gender, national origin, veteran status, disability, age, citizenship, marital or domestic/civil partnership status, sexual orientation, gender identity or expression or any other protected characteristic under applicable law. The contents of the qualifications and experience section of this job description are a guideline only. If an applicant can otherwise demonstrate their suitability for the role they will be considered. The base salary range for this position is listed above. This position is also eligible for a discretionary annual bonus based on personal, team, and Firm performance. Compensation ranges are based on several factors including job function, level, and geographic location. Final offer amounts are determined by multiple factors including candidate experience and expertise, and may vary from the amounts listed here.

As a Real Estate & Construction Advisory Senior Associate, you will have the opportunity to grow and contribute to our global clients' business needs through all phases of project and engagement management across a wide variety of industries, with a focus on real estate and construction. The work you will be doing revolves around large and complex construction projects in the data center, energy, infrastructure, commercial real estate, and hospitality sectors, among others. You will plan, direct, and complete projects related to process improvements, vendor audits, risk and control assessments, investigations, litigation support, and project monitoring initiatives within the Forensics Advisory Services Practice - all with the resources, environment, and support to help you excel. From day one, you'll be empowered by the greater Risk team to help clients make the moves that will help them achieve their vision and help you achieve more, confidently. Your day-to-day may include: Reviewing construction contracts, financial statements, job cost reports, internal policies, and process maps to identify cost savings, process inefficiencies, and strategic initiatives Performing complex financial analysis to identify trends, patterns, and anomalies across multiple sources of data and supporting documentation Analyzing compliance with various labor requirements, including those required on prevailing wage jobs that are reliant on federal funding and/or pertinent to tax credit incentives Assisting in matters involving fraud, waste, and abuse, including allegations of bribery, collusion, conflicts of interest, organized crime, and other scenarios posing legal or regulatory exposure to our clients Conducting targeted research on regulatory requirements including, but not limited to, IRS authoritative guidance, accounting standards codification, and AICPA practice aids to support defensible conclusions on complex engagement needs Communicate findings clearly and concisely to a variety of internal and external stakeholders Coordinate with multiple stakeholders and third parties to understand the construction project control environment and propose recommended controls to address identified gaps Run client engagements from start to finish, including planning, organizing, conducting, directing, and completing projects and services while managing projects to budget Maintaining active communication with clients to manage expectations, ensure satisfaction, and become a trusted business partner Working closely with engagement teams and managing and conducting forensic accounting procedures on multiple engagements concurrently Collaborating across Grant Thornton service lines and with international colleagues to integrate diverse expertise and deliver comprehensive, high-impact client solutions Managing, developing, training, and mentoring staff on projects and assessing performance for engagement and year-end reviews Attend professional development, networking events, and training seminars regularly Adhere to the highest degree of professional standards and strict client confidentiality Other job duties as assigned You have the following technical skills and qualifications: Bachelor's degree in Accounting, Finance, Information Technology, MIS, or related field required Minimum 2 years of related work experience in a similar consulting practice or function servicing real estate and/or construction clients at a national level required CPA, CFE, CMA, CFA, CCA, CIA, PMP, PMBOK or other industry related certifications preferred Preferred experience in management consulting, internal audit, regulatory compliance, and/or forensic engagements Proven capabilities in performing advisory services in the real estate and/or construction industries Strong computer skills, including proficiency in Microsoft Office Suite with a focus on robust excel capabilities Knowledge of various federal and state construction labor regulations and requirements, including the Federal Davis-Bacon Act Excellent analytical, research, and organizational skills with strong attention to detail Ability to work on multiple engagements and competing priorities in a rapidly growing, fast-paced, interactive, results-based team environment Exceptional client service and communication skills with a demonstrated ability to develop and maintain outstanding client relationships Ability to work additional hours as needed and travel to various client sites, both domestic and international Can travel as needed. Expected travel is 10% - 25% *Candidates may be asked to complete a skills assessment as part of the recruiting process. The base salary range for this position in New York, NY only is between $95,040 and $142,560. The base salary range for this position in San Francisco, CA only is between $101,200 and $151,800. The base salary range for this position in Chicago, IL only is between $88,000 and $132,000. #LI-CL2

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. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. 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. Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. Job Description: At Baker Tilly, we invest in our people. We believe in continuous learning and development and have a number of programs to ensure the success of our people. As we continue to grow our Transaction Services practice within our Financial Advisory practice, we are seeking to add a Senior Consultant to our team. In this role, you will provide due diligence and transaction advisory services to our clients to meet their complex financial needs. Our clients include privately held and publicly traded companies, private equity funds, mezzanine funds, banks, and business development companies. This multi-faceted client base allows us to provide our staff with a variety of opportunities across numerous industries, and a constant flow of challenging and meaningful work. Responsibilities: * Interact directly with Partners on matters related to client and engagement management. * Data gathering, document review and preparation of quality of earnings reports. * Research and financial analysis of target companies. * Due diligence for both buy side, sell side, and corporate finance 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. Qualifications * Bachelor's degree in Accounting required and a CPA designation are preferred. * Between two (2) to four (4) years of experience in a mid to large size professional services firm performing audits and related services for a diverse client base and, and at least two (2) years of transaction services / due diligence experience. * Professional designations or candidacy (CFE, CFA, etc.) and / or an advanced degree are a plus. * 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 The compensation range for this role is $96,000 to $110,000. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.

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. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. 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. Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. Job Description: Are you interested in joining one of the fastest growing public accounting firms? Would you like the ability to focus on one industry sector and further become an expert for your clients? If yes, consider joining Baker Tilly (BT) as a Tax Senior Associate in our New York office! This is a great opportunity to be a valued business advisor delivering industry-focused tax advisory and compliance services to financial services clients. As one of the fastest growing firms in the nation, BT has the ability to offer you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development. You will enjoy this role if: * You are looking for an opportunity to build your career in a specific industry, becoming an industry expert to the clients you serve * You can see yourself as a trusted business advisor, working face-to-face with clients to find creative solutions to complex accounting and business challenges * You want to work for a leading CPA advisory firm that serves middle market clients and whose owners have both their clients' and employees' best interests in mind and are transparent in their decisions * You value your development and want to work for a firm that provides you the autonomy to own your schedule and career through structured programs (ask us about My Time Off, My Development and Dress for Your Day!) * You want to grow professionally and develop your client service and technical accounting skills to build a career with endless opportunities now, for tomorrow What you will do: * Be a trusted member of the engagement team providing various federal tax compliance and consulting services to industry specific clients: * Provide tax compliance and advisory services to S-corporations, partnerships, individuals and corporations ranging from middle market to multinational companies * Participate in tax research projects on a variety of tax issues * Team with leaders on special projects in various areas of taxation such as accounting methods and ASC740 * Develop recommendations for the client to consider and share with leadership to discuss and strategize * Communicate and team with specialty tax practices on complicated tax matters in the state and local, high net worth, international, research and development along with credits and incentives areas * Learn and grow from direct on the job coaching and mentoring along with participating in firm wide learning and development programs * Utilize your entrepreneurial skills to network and build strong relationships internally and with your clients * 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 Qualifications Successful candidates will have: * Bachelor's degree in accounting or law, or a related degree in business, and sufficient course work and credits to sit for the CPA and/or Bar exam in the state you are being considered * CPA or JD license preferred * Two (2)+ years of experience providing tax compliance and consulting services in a public accounting firm * Demonstrated skills in the areas of time management, communication, interpersonal skills, relationship building, collaboration, and problem solving * Strong leadership, project management, organizational and analytical skills, initiative, adaptability * Microsoft Suite skills * Highly developed software and Microsoft Suite skills * Eligibility to work in the U.S. without sponsorship preferred The compensation range for this role is $67,880 to $128,690. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location

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. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. 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. Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. Job Description: Responsibilities Are you interested in joining one of the fastest growing public accounting firms? Are you interested in being part of a National Practice in a premier Risk Services Practice? If yes, consider joining Baker Tilly (BT) as a Risk Advisory Services Principal. Our Risk Advisory practice provides a full spectrum of services to help our clients assess their risks, develop strategies to compete in an ever-changing business environment, and achieve their goals and objectives. All of this is accomplished through deep industry knowledge of risk, governance, internal audit, compliance, IT, and cybersecurity best practices. As one of the fastest growing firms in the nation, BT has the ability to provide you with an amazing ownership experience working with some of the most entrepreneurial principals in our field. If you are invigorated by these exciting challenges, then this could be the right opportunity for you! What you'll do: * Provide leadership, management and strategic direction with a focus on providing an exceptional client service experience, an environment where associates can learn and grow and financial success obtained through growth and sound fiscal decision making * Translate firm vision and strategy into an actionable business plan, provide specific objectives to be accomplished and monitor progress * Team with marketing to develop sales and marketing plans, investigate and pursue areas for expansion of services within existing client base while also pursuing new clients, actively participate in proposals * Coordinate firm resources to ensure the best products and services are provided to clients * Ensure your team members are provided with meaningful training and development opportunities, are appropriately challenged by increasingly complex work, are presented with timely and thoughtful feedback and are positively recognized for their efforts * Oversee the profitability of the practice to include effective utilization of personnel, appropriate rates for services provided, timely collection of fees * 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 systems to ensure technology risks are managed: * 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 operational 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 * Be responsible for significant new business development, including identifying, sourcing, pursuing, and winning risk advisory opportunities at large health systems in the PA, NJ, and NY region * Produce 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 * Lead professional and effective presentations to internal and external audiences Qualifications Strong candidates are recognized industry experts with well-rounded experience working with risk services, specifically: * Bachelor's Degree in Accounting, Accounting Information Systems, or related program * CPA or CIA designation(s) required * Twelve (12)+ year(s) experience with risk advisory, internal/external audit, business process reengineering, and/or internal controls, with internal audit experience in the health care and or hospital setting * Seven (7)+ year(s) of supervisory experience, mentoring and counseling associates * Successful track record of building and growing a Risk Advisory practice, including building a team, a client base and managing revenue * Proven track record of new business development in the healthcare industry in the PA, NJ, NY region * Ability to lead and supervise others, provide exceptional client service, demonstrate commitment to continuous learning in order to stay current regarding applicable strategies, see the "big picture" as well as the details, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of projects. * Ability to travel as needed for client engagements

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. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. 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. Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. Job Description: Responsibilities: Baker Tilly's Digital Consulting Practice combines deep functional, industry, and technical capabilities to help clients solve their toughest enterprise digital challenges. Baker Tilly Digital is focused on the integration of advanced technologies with core business transformational services to support companies in successfully navigating the complexities of digital transformations. As a member of the 2026 Baker Tilly Digital Consultant Class, you will have the opportunity to: * Learn and execute meaningful work engagements that have an impact on the business * Collaborate with experienced Staff, Seniors, Managers, and Partners with specialized experience and technical knowledge across numerous industries and services * Engage directly with a variety of clients ranging from privately held businesses to publicly traded multi-national corporations * Learn directly from mentors and additional Baker Tilly employees through a series of networking activities, formal training, and an open work environment * Impact the surrounding community through volunteering events, such as Junior Achievement and United Way A Baker Tilly Digital Consultant is a direct placement in one of the following focus areas, determined based on a combination of skillset, experience, and interest. Application Development: Description: This area of Baker Tilly Digital introduces innovative applications and services into uncharted territory to create new opportunities for our clients. We help clients successfully blaze the trail to transform and enhance their business. Role: A Consultant on this team collaborates with our experienced Baker Tilly team members to envision and create custom solutions that enhance customer engagement and refine their operational efficiency. Services provided include application strategy, application implementation (development of system integrations, data conversions, reports and dashboard development using cloud-based tools), application modernization, and custom software development. Cloud Infrastructure: Description: Business environments across industries look different than they did just a few years ago. Fortunately, cloud is revolutionizing business in ways that can help you keep up, giving life to new products and services. Role: A Consultant on this team collaborates with our experienced Baker Tilly team members to scale and secure cloud technology to help leverage it for innovation and growth. Services provided include cloud strategy, cloud infrastructure development, cloud migration, and cloud optimization (modernization). Data Solutions: Description: Capturing the data that matters most and bringing it into focus is no trivial matter and is critical to driving business results. Clients rely on our experience in data solutions to drive their business forward. Role: A Consultant on this team collaborates with experienced Baker Tilly team members to help our clients derive value from data, whether it's through advanced machine learning, data visualization or working to implement new data processes for a "single source of truth." Services provided included data strategy and program capabilities, data visualization, enterprise data analytics modernization, data governance and data management, advanced analytics and machine learning, and strategic planning. Transformation Services: Description: Effectively developed and implemented digital transformation strategies are game changing for businesses. From improving client operational efficiency and workplace productivity, to bettering customer experiences- this Baker Tilly team focuses on accelerating our client's sustainable growth for the long run. Role: A Consultant on this team collaborates with experienced Baker Tilly team members to understand our clients' business processes, identify opportunities for transformation and define the overarching strategy, implement transformative solutions, and enable a smooth transition for stakeholders. Services provided include adoption and organizational readiness, business strategy assessments and roadmap development, business application technology evaluation, and project and program management. Qualifications General Qualifications (for all focus areas listed above): * Be enrolled as a full-time student during the 2025 - 2026 school year in Business, Industrial Engineering, Supply Chain, Accounting, Operations Management, Information Systems/Technology, Computer Science, Analytics, Information/Data Management, Management Information Systems/Technology, or a related field * Availability to begin full-time employment in the summer of 2026 * Outstanding academic performance with a minimum overall GPA of a 3.0 required with at least a 3.2 GPA preferred * Relevant internship, work experience and/or involvement with a professional organization * Ability to provide exceptional client service, demonstrate commitment to continuous learning, display passion and commitment towards finding creative and efficient solutions to analytical problems, achieving results and exhibit a sense of urgency and commitment to quality and the timely completion of duties * Demonstrates analytical, problem-solving, critical thinking, decision-making, organizational, and interpersonal skills * Proficiency in the Microsoft Office Suite, including but not limited to Excel, PowerPoint, Word, and Visio * The ability to work effectively in a team environment with all levels of client personnel in various industries * Excellent written/verbal communication and collaboration skills * There is currently no immigration sponsorship available for this position * Be available to travel as needed for client projects Technical Qualifications (for the following focus areas: Application Development, Cloud Infrastructure, and Data Solutions): * Interest in new and emerging technologies and enterprise technology architecture * Experience with programming languages, such as Java, Python, and SQL * Knowledge of cloud-based services and associated infrastructure - (experience in design and implementation of cloud-based services in Azure/AWS is highly desirable) * Data and Infrastructure candidates will need to have the ability to design relational data models and query databases using SQL * AI focused candidates will need to have a solid understanding of machine learning and a general understanding of robotic process automation (experience with SVMs and NLP/text mining especially desirable) The compensation range for this role is $67,000 to $93,000. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.