Practice Manager, Client Accounting Services

Baker Tilly - Houston, TX

Full-time - Mid Level

Houston, TX

10,001+ employees

About the position

Baker Tilly is seeking a Practice Manager for its Client Accounting Services team, responsible for supporting day-to-day internal practice management activities that drive growth and execution of strategy on behalf of practice and team leaders. This role is integral to the operational excellence of the firm, collaborating closely with the Business Management Leader and the Enterprise Solutions & Operations (ESO) functions to meet business needs. The Practice Manager will oversee financial and operational support, business development, resource and talent management, as well as recruiting, onboarding, and training initiatives. In terms of financial and operational support, the Practice Manager will assist with budgeting, forecasting, and analysis, while also reviewing monthly KPIs and monitoring chargeable hours, utilization, and travel. They will be responsible for project quality management, ensuring compliance with engagement letters and managing expenses for employees and vendors. The role also involves responding to financial and operational outliers to support business growth. On the business development front, the Practice Manager will oversee the Salesforce opportunity pipeline, prepare sales pipeline reports, and liaise with marketing and growth strategies teams. They will also manage business alliance membership renewals and prepare reports on key business development metrics. Resource and talent management is another critical aspect of this role, where the Practice Manager will work closely with Resource Managers and Project Managers to ensure appropriate staffing for engagements. They will support team member diversity, inclusion, and belonging initiatives, and assist in recruiting and onboarding new hires. Additionally, the Practice Manager will coordinate internal projects and initiatives, ensuring timely execution of strategic initiatives and supporting various meetings and events.

Responsibilities

• Support day-to-day internal practice management activities to drive growth and execution of strategy.
• Assist with financial budgeting, forecasting, and analysis.
• Review monthly KPIs with Business Management Leader and Finance team.
• Monitor chargeable hours, utilization, overtime, and travel.
• Project QM monitoring of Accounts Receivable (AR) and Work in Process (WIP).
• Project QM monitoring of compliance for engagement letters, MSA's, and Terms & Conditions updates.
• Manage expenses for employees, subcontractors, vendors, software, and subscriptions.
• Respond to financial and operational outliers, trends, and resolve potential issues to support business growth.
• Oversee Salesforce Opportunity Pipeline, providing guidelines, training, and support.
• Prepare Sales Pipeline Reports for forecasting.
• Liaise with Baker Tilly Marketing and Growth Strategies Teams.
• Oversee business alliance membership renewals and fee processing.
• Prepare periodic reports and presentations on key business development metrics.
• Work closely with Resource Managers, Partners, and Project Managers to ensure appropriate staffing for engagements.
• Understand the skills and experiences of team members along with their career goals to align client assignments accordingly.
• Support day-to-day team member Diversity, Inclusion, and Belonging (DIBS).
• Ensure resource management system and skills database accuracy.
• Assist Resource Management and Talent Management with staffing or performance-related matters.
• Review business pipeline reports and identify potential staffing or new hire needs with Resource Management and Talent Management.
• Liaise with Resource Management, Talent Management, and People Solutions for recruiting priorities.
• Support new hire onboarding activities and plan Continuing Professional Education (CPE) training curriculum.
• Coordinate the execution of business plan strategic initiatives tied to operations oversight.
• Support meetings and events on a weekly, monthly, quarterly, and annual basis.
• Create and edit presentation materials with clear messaging tied to business strategy and execution.
• Liaise with Firm Support teams to assist Project Delivery and Business Development team with Client Satisfaction Surveys.
• Participate in strategic initiatives to improve systems and processes to support business growth.

Requirements

• Bachelor's degree in Accounting, Finance, Business Administration, Management, or a related field required.
• Four to eight years of operational support experience, with a minimum of two years in the professional services industry preferred.
• Demonstrated analytical, organization, interpersonal, problem solving, project management and change management skills.
• Excellent written/verbal communications and collaboration skills.
• Ability to work on multiple projects with competing priorities while driving key deliverables.
• Strong supervisory skills.
• Ability to build relationships and networks across the organization to help drive strategy and/or affect change.
• Ability to work in a fast-paced team environment.
• Self-starter with initiative/leadership, able to work independently when needed.
• Ability to demonstrate integrity and respect within a professional environment.
• Demonstrated level of technical proficiency with Microsoft Office, Word, Excel, and PowerPoint at the Intermediate or Advanced levels.
• Ability to work 40-50 hours per week as needed.
• Ability to travel; potentially up to 15%.