Director, Public Sector Advisory

Baker Tilly Advisory Group, LP - Minneapolis, MN

Full-time - Senior

Minneapolis, MN

10,001+ employees

About the position

The position at Baker Tilly involves project management and client liaison responsibilities, focusing on overseeing work plan execution, managing project budgets, and enhancing client relationships. The role requires collaboration with firm leaders to identify market opportunities and develop innovative strategies for client engagement and brand awareness.

Responsibilities

• Perform project management duties and serve as primary client liaison.
• Oversee work plan execution and provide periodic internal and client-facing status reports.
• Generate invoices and manage the project budget.
• Oversee development and distribution of deliverables.
• Manage day-to-day communication and coordination with the client team.
• Identify and qualify likely leads for formal follow-up.
• Direct channel development activity to appropriate team leaders for additional follow-up.
• Work collaboratively with firm leaders to analyze target areas of interest for development.
• Create innovative ideas for industry-focused relationship building events.
• Strengthen firm brand awareness through active external organization and event involvement.
• Represent the company at regional trade association meetings to promote services.
• Further develop existing client relationships for other service areas in identified regions.
• Gather competitive intelligence and knowledge surrounding industry trends and share insights with client services, marketing, and sales.
• Document business development activity with prospective clients in the Firm's CRM system.
• Promote the full range of Baker Tilly service offerings to identified audiences.

Requirements

• BS Degree in Accounting, Finance or related field; MBA or MS Degree highly desired.
• Ten (10) plus years of experience in school finance as a superintendent or assistant superintendent.
• Solid analytical, organizational and project management skills.
• Must be able to pass the Series 50 Municipal Advisor exam within one (1) year of hire.
• Ability to work under a defined and planned directive with minimal direct day-to-day supervision for implementation.
• Maturity and adaptability to interface with a variety of personality profiles.
• Strong written and verbal communication skills.
• Ability to travel as needed.