Baker Tilly

You would advise financial institution clients on regulatory compliance risks, support internal audit work, and help manage client engagement teams. | The role requires a bachelor’s degree and at least three years of relevant experience, preferably in financial services, with SOX and FDICIA controls experience strongly preferred. | Overview 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 risk and advisory? If yes, consider joining Baker Tilly (BT) as a Financial Institution Senior Consultant (SOX and FDICIA Controls)! 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 compliance, enterprise risk management, governance, internal controls, and data analytics. 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 Directly assist clients in notably being compliant with new or update in financial institution regulations 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 Assist with managing 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 Minimum Required Qualifications: 4 year degree Three (3) years of experience Preferred Qualifications: Bachelor’s degree in accounting, finance, or a related program 3+ years of direct, hands‑on experience with SOX and/or FDICIA internal control programs within the financial services industry, with banking experience strongly preferred • Demonstrated experience with internal controls over financial reporting (ICFR), including process and control documentation, walkthroughs, risk and control assessments, control testing, evaluation of control design and operating effectiveness, identification of control deficiencies, and remediation Demonstrated ability to execute key components of SOX and/or FDICIA programs, including coordination with process and control owners, internal audit, external audit, and other key stakeholders Prior experience in a client-serving consulting, advisory, or public accounting environment supporting financial institution clients and/or experience within a financial institution’s SOX/FDICIA, internal controls, internal audit, or related risk function Experience communicating control observations, testing results, deficiencies, and remediation matters to client stakeholders and engagement leadership CIA or CPA designation(s) strongly preferred. Candidates interested in obtaining a CIA or CPA certification in the future are also encouraged to apply Strong analytical, technical, and problem-solving skills, with the ability to understand business processes, identify risks, and evaluate the effectiveness of internal controls Exceptional verbal and written communication, collaboration, project management and time management skills Strong sense of urgency and client responsiveness Ability to travel up to 10% The pay rate ranges for this position are listed below. Actual compensation is influenced by a variety of relevant factors including but not limited to applicant’s skills, prior experience, qualifications, degrees/certifications, work arrangements and geographic location. Baker Tilly offers a comprehensive compensation and benefits package to eligible employees. In Chicago, IL: pay rate range is $80,000 to $129,900 In Philadelphia, PA: pay rate range is $80,000 to $129,900 In New York, NY: pay rate range is $90,900 to $147,600 In Frisco, TX: pay rate range is $76,400 to $124,000 In Miami, FL: pay rate range is $72,700 to $118,100 In Nashville, TN: pay rate range is $72,700 to $118,100 In Denver, CO: pay rate range is $80,000 to $129,900 In Irvine, CA: pay rate range is $83,600 to $135,800 #LI-LF2 #LI-hybrid

Manage public sector consulting projects involving financial reporting, budget analysis, and capital planning while developing client relationships and improving processes and internal controls. | Requires a bachelor’s degree in a related field, at least five years of progressive consulting experience, public sector operations knowledge, and project management capabilities. | OVERVIEW 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:   Do you have experience in the world of servicing our Public Sector and are searching for your next challenge? Are you interested in joining one of the fastest growing public accounting firms? If yes, consider joining Baker Tilly LLP (BT) as a Manager! Our practice recognizes the unique challenges of public entities providing consulting and internal auditing for various public sector entities, including state, local, and tribal governments as well as public utilities and K-12 schools. Our team includes a diverse array of talent including well versed Project Managers, Certified Internal Auditors, Certified Public Accountants, and specialists in other areas (human resources, work force planning, engineering, etc.). You will work side-by-side with firm leadership and will be a valued mentor and coach to a group of talented staff. BT has the ability to provide you with amazing career experience working with some of the most entrepreneurial partners in our field. You will enjoy this role if: * You enjoy helping local governments and other entities meet their financial and community goals. This role specifically on the Baker Tilly Municipal Advisory team will assist communities with meeting their public finance needs, including capital planning, issuance of municipal bonds, developing incentive packages and state reporting requirements. * You crave a leadership opportunity with a well-established public sector practice that continues to achieve tremendous growth. * You want to be part of firm is invested in your success by providing the resources and support to continually sharpen your technical skills and build your career now, for tomorrow What you will do: * Assist public sector entities, mainly cities, towns, counties, redevelopment commission and economic development organizations, on their public finance needs and manage several projects simultaneously. * Assist on management consulting projects for public sector organizations through financial management reporting, budget preparation and analysis, capital project planning, comprehensive financial planning, issuance of municipal bonds, and related client services. Responsibilities include, but are not limited to, the following: * Gathering data * Preparing financial reports, research, and analysis * Participating in client and working group meetings * Presenting information to groups and clients * 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 externally with clients. * Enjoy friendships, social activities and team outings that encourage a work-life balance. * Occasional travel and mostly same-day travel within the state. * Serve on client projects and assist in management of client relationships. * Document and analyze processes, internal controls, and workflow to identify opportunities for improvement. * Ensure alignment of resources – people, process, and technology – with key strategic goals and priority service areas. * Develop tactical approaches to implement changes in strategy, service delivery, technology and/or policy. Baker Tilly will offer you a variety of experience and the freedom to perform projects, meet clients and prospects that many firms would not at this level of experience. Your colleagues are fun, interesting, driven and have a strong desire to learn more about our business and grow our practice. You will have a defined long-term career path and your Performance Counselor will help guide you in your Baker Tilly career. Qualifications * A Bachelor's degree within business, finance, accounting, or public administration, MBA/MPA desirable but not a requirement. * Five (5) plus years of progressive related consulting experience, including at least one (1) year serving as a project manager in managing similarly sized projects as described * Knowledge of public sector operations broadly, specific knowledge or experience in a public sector setting - state or local government, public utility, and K-12 schools. * Demonstrated management, analytical, organization, interpersonal, project management, communication skills, and highly developed Microsoft Suite skills (Word, Excel) required. * Ability to 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 duties.   The pay range for this position is $66,000 to $182,200. This range represents a good-faith and reasonable estimate of the compensation the firm expects to pay for this position at the time of posting. Actual compensation will depend on a variety of relevant factors, including an applicant’s skills, experience, qualifications, professional certifications, work arrangements, geographic location, and other business and organizational needs. It is not typical for an individual to be hired at or near the top of the range, and compensation decisions depend on the facts and circumstances of each case. Baker Tilly offers a compensation and benefits package [https://www.bakertilly.com/life-at-baker-tilly] to eligible employees.

You would expand market opportunities in mortgage risk advisory by developing growth initiatives, building client relationships, and using industry networks to drive business. | The role requires a bachelor's degree, 15+ years of progressive mortgage-industry experience, mortgage lifecycle expertise, and established executive relationships. | Overview 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: Position Overview The Director of Client Strategy & Growth serves as a strategic partner to the Practice Leader, with a dedicated focus on expanding market opportunities, strengthening client relationships, developing new business opportunities, and identifying what clients will need next across the mortgage industry. This individual will combine deep mortgage industry expertise, an established network of industry relationships, strong client relationship skills, and a strategic growth mindset to help expand Baker Tilly's Mortgage Risk Advisory Practice across Mortgage Quality Control, Compliance, Servicing Quality Control, and related advisory services. The Director will work closely with the Practice Leader to enhance the practice's ability to pursue new opportunities, deepen existing client relationships, increase market visibility, and proactively identify solutions to emerging client needs. This role is intentionally different from a traditional Business Development position. The individual will collaborate with Baker Tilly's Business Development professionals while bringing the mortgage industry knowledge, executive relationships, client insight, and subject matter credibility necessary to develop opportunities and advance strategic client conversations. The role is also designed to complement and enhance the Practice Leader's responsibilities. Overall practice strategy, operations, financial performance, service delivery, quality, client accountability, and people leadership remain the responsibility of the Practice Leader. Primary Responsibilities Strategic Growth & Market Development Partner with the Practice Leader to identify, develop, and advance growth opportunities across the mortgage industry. Leverage established industry relationships to create introductions and new opportunities with mortgage lenders, servicers, investors, and other market participants. Identify prospective organizations and decision-makers that align with the practice's capabilities and strategic growth objectives. Develop relationships with executive-level decision-makers and influencers throughout the mortgage industry. Support the development of strategic pursuits from initial relationship development through solution discussions, proposals, and presentations. Bring mortgage subject matter expertise and industry credibility into prospective client conversations. Identify opportunities to expand the practice into new segments, relationships, and areas of the mortgage lifecycle. Partner with the Practice Leader on targeted market strategies based on industry developments, client needs, and emerging opportunities. Collaborate with Baker Tilly Business Development professionals to complement firmwide sales efforts with mortgage-specific relationships, market intelligence, and subject matter expertise. Client Relationship Expansion & Client Success Develop and maintain strong relationships with key stakeholders across existing clients. Enhance the Practice Leader's ability to maintain proactive executive engagement across a growing client portfolio. Develop a deep understanding of each client's business model, strategic priorities, challenges, and future objectives. Identify opportunities to expand existing relationships through additional Mortgage Risk Advisory services. Proactively identify additional ways Baker Tilly can provide value beyond the client's current scope of services. Support strategic client discussions and executive business reviews focused on future needs, industry developments, and opportunities. Gather client feedback and market intelligence that can help strengthen relationships and identify future opportunities. Help ensure clients continue to view Baker Tilly as a trusted advisor and strategic partner rather than solely a service provider. Support client retention through proactive relationship development, responsiveness, industry insight, and continued value creation. Strategic Client Insights & Growth Opportunities Leverage client discussions, industry trends, engagement results, and market intelligence to identify opportunities for deeper client engagement and practice growth. Partner with the Practice Leader to identify emerging client needs and determine where additional services, solutions, or advisory support may create value. Recognize trends across the client base that may signal broader market opportunities or the need for new or expanded service offerings. Use knowledge of a client's business, strategic priorities, and challenges to proactively bring forward ideas and opportunities beyond the current engagement. Help develop executive-level conversations that shift relationships from individual services to broader strategic discussions around risk, compliance, quality, servicing, technology, and business priorities. Identify opportunities to connect clients with additional capabilities across the Mortgage Risk Advisory Practice and broader Baker Tilly organization. Gather market and client intelligence that helps the Practice Leader determine where the practice should focus future growth efforts. Identify recurring client challenges that could be developed into scalable service offerings, advisory solutions, or targeted market initiatives. Help turn successful client solutions and outcomes into relevant market stories, thought leadership, and conversations with prospective clients. Proactively identify "what's next" for key clients—what challenges they are likely to face, what support they may need, and where Baker Tilly can engage before a formal need or opportunity is identified. Mortgage Industry & Market Strategy Maintain a comprehensive understanding of developments across the mortgage lifecycle and the challenges affecting lenders, servicers, investors, and other industry participants. Monitor regulatory, agency, economic, technology, and market developments that could create new client needs or business opportunities. Translate industry developments into potential client conversations and market opportunities. Identify emerging areas where the practice can develop or expand capabilities to address changing client needs. Maintain awareness of competitor capabilities, market positioning, and service offerings to help identify opportunities for differentiation. Bring forward ideas regarding AI, automation, analytics, technology, and other emerging capabilities when they can create client value, support strategic growth, or create new service opportunities. Help the Practice Leader continuously evaluate where the mortgage market is heading and how the practice can remain ahead of changing client needs. Industry Presence & Strategic Relationship Development Maintain and expand a strong network of relationships throughout the mortgage industry. Represent the Mortgage Risk Advisory Practice at relevant conferences, associations, industry events, and client meetings. Build relationships with mortgage executives, technology providers, industry organizations, investors, and other strategic market participants. Identify opportunities for strategic introductions, partnerships, and industry collaboration. Support thought leadership, webinars, industry discussions, and other opportunities that increase visibility for the Mortgage Risk Advisory Practice. Identify opportunities for the Practice Leader and other Baker Tilly leaders to engage with key industry decision-makers. Use industry relationships and market knowledge to identify prospective clients and emerging opportunities before they become formal pursuits. Critical Skill Set The ideal candidate will possess a unique combination of deep mortgage industry expertise, established relationships, strategic growth capabilities, client relationship skills, executive presence, and market awareness. Deep Mortgage Lifecycle Expertise The individual must possess comprehensive knowledge of the end-to-end mortgage lifecycle, including: Mortgage origination and loan manufacturing Processing and underwriting Closing and post-closing Mortgage Quality Control Regulatory compliance Operational and credit risk Servicing Default servicing and loss mitigation Investor and agency requirements Vendor oversight Mortgage technology and operational workflows The individual should understand how these areas intersect and be able to recognize client challenges and opportunities across the mortgage lifecycle rather than having expertise limited to a single function. Established Mortgage Industry Relationships Deep, current industry relationships are a critical requirement for this position. The ideal candidate will have: An established network of executive-level relationships throughout the mortgage industry. Current relationships with mortgage lenders, servicers, investors, technology providers, industry organizations, and other key market participants. Relationships with senior decision-makers and influencers responsible for mortgage operations, quality control, compliance, risk, servicing, technology, and related functions. A strong professional reputation and demonstrated credibility within the mortgage industry. The ability to leverage trusted relationships to create introductions, open doors, initiate strategic conversations, and identify opportunities for Baker Tilly. Active involvement and continued visibility within the mortgage industry rather than relying solely on historical relationships. The ability to build new relationships while maintaining and expanding an existing industry network. Strategic Growth & Opportunity Development Demonstrated ability to identify and develop business opportunities through relationships, industry knowledge, and consultative engagement. Ability to recognize opportunities before a formal RFP or buying process begins. Strong understanding of how to move an opportunity from an industry or client conversation into a meaningful strategic pursuit. Ability to identify opportunities within both existing and prospective client relationships. Consultative approach focused on understanding business challenges and developing solutions rather than transactional selling. Ability to connect client needs with capabilities across Mortgage Risk Advisory and the broader Baker Tilly organization. Strong market awareness and ability to recognize where industry changes may create future demand. Client Success & Executive Relationship Management Demonstrated ability to develop trusted, long-term relationships with executive-level clients. Strong understanding of client success and proactive relationship management. Ability to understand a client's broader organization, priorities, challenges, and future direction. Ability to recognize opportunities beyond the current scope of an engagement. Strong listening and consultative problem-solving skills. Ability to navigate complex or sensitive client discussions while maintaining strong relationships. Strong executive presence and credibility with senior mortgage industry leaders. Strategic & Commercial Acumen Ability to understand the business drivers of mortgage lenders and servicers and how market conditions affect their priorities. Strong understanding of how client challenges translate into advisory opportunities. Ability to evaluate the potential value and strategic fit of new opportunities. Ability to identify patterns across clients and the market that could lead to scalable service offerings. Strong understanding of competitive positioning and differentiation. Ability to balance client needs, market opportunities, and Baker Tilly capabilities when developing potential solutions. Technology, AI & Emerging Market Awareness While this is not an innovation or technology leadership position, the individual should maintain awareness of technologies changing the mortgage industry. The ideal candidate should have: Working knowledge of AI, automation, analytics, and emerging mortgage technologies. Understanding of how technology is changing mortgage origination, servicing, compliance, quality control, and risk management. Ability to recognize practical opportunities where technology may address client challenges or create new advisory opportunities. Ability to engage internal Baker Tilly resources when specialized technology or AI expertise is needed. Curiosity and a forward-looking mindset regarding how the mortgage industry will continue to evolve. Executive Communication & Influence Exceptional executive communication and presentation skills. Ability to lead strategic conversations with senior mortgage executives. Ability to translate complex mortgage issues into clear business discussions. Strong relationship-building and influencing capabilities. Ability to represent Baker Tilly professionally at conferences, client meetings, and industry events. Ability to collaborate effectively with Practice Leadership, Principals, Business Development professionals, delivery leaders, and other Baker Tilly service lines. Ability to influence and advance initiatives without direct operational authority. Desired Experience & Qualifications 15+ years of progressive experience within the mortgage industry. Significant experience across multiple areas of the mortgage lifecycle rather than expertise limited to one function. Deep knowledge of Mortgage Quality Control, Compliance, Servicing Quality Control, Risk, and related mortgage functions. Established and current executive-level network within the mortgage industry. Demonstrated success developing and expanding strategic client relationships. Demonstrated ability to create business opportunities through industry relationships, market knowledge, and consultative engagement. Experience working with mortgage lenders, servicers, investors, mortgage technology providers, consulting organizations, or other organizations supporting the mortgage industry. Experience interacting with senior and executive leadership within mortgage organizations. Understanding of mortgage technology platforms, analytics, automation, and emerging AI capabilities. Demonstrated industry presence through mortgage associations, conferences, committees, advisory groups, speaking engagements, webinars, thought leadership, or other industry involvement. Bachelor's degree or equivalent relevant professional experience. What Success Looks Like The Director of Client Strategy & Growth will enhance the Practice Leader's ability to expand and strengthen the Mortgage Risk Advisory Practice by: Creating new relationships and developing qualified client opportunities. Leveraging existing industry relationships to expand Baker Tilly's reach within the mortgage market. Increasing opportunities within existing client relationships. Strengthening executive relationships and contributing to long-term client retention. Identifying changing client needs and helping determine where Baker Tilly can provide additional value. Bringing market intelligence and client insights to the Practice Leader that inform growth priorities. Identifying new or expanded service opportunities based on recurring client and industry needs. Increasing the practice's visibility and strategic relationships throughout the mortgage industry. Working effectively with Baker Tilly Business Development professionals to advance opportunities without duplicating their role. Serving as a trusted strategic partner to the Practice Leader and increasing the Practice Leader's capacity to execute growth and client strategies while the Practice Leader retains overall responsibility and accountability for the strategy, leadership, operations, financial performance, delivery, quality, clients, and people of the Mortgage Risk Advisory Practice. The pay range for this position is $127,500 to $294,300. This range represents a good-faith and reasonable estimate of the compensation the firm expects to pay for this position at the time of posting. Actual compensation will depend on a variety of relevant factors, including an applicant’s skills, experience, qualifications, professional certifications, work arrangements, geographic location, and other business and organizational needs. It is not typical for an individual to be hired at or near the top of the range, and compensation decisions depend on the facts and circumstances of each case. Baker Tilly offers a compensation and benefits package to eligible employees.

Manage technical architecture, security standards, and platform governance for AI analytics platforms with hands-on administration and automation development. | Bachelor's degree and 3+ years in systems or infrastructure engineering with proficiency in Python, PowerShell, cloud platforms, and analytics tools like Alteryx or KNIME. | Overview 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: The Senior Systems Engineer serves as the technical architecture authority for the platforms team, owning integration design, security standards, platform governance, and server administration across the Alteryx, KNIME, and cloud infrastructure estate. This hands-on senior engineering role defines platform standards and reference architectures, engineers and administers on-premises and cloud platform infrastructure, and builds production automation in Python and PowerShell. The role also owns developer experience and onboarding for LLM tooling, including the OpenAI API and Claude API platforms, provides Tier 2 technical support during U.S. hours for escalated configuration, identity, and integration issues, and serves as the dedicated technical counterpart to the identity, security, networking, and infrastructure teams and to peer engineering teams on shared technical concerns. The role is expected to flex into adjacent areas of the department as priorities evolve, learn new platforms and technologies quickly, and cross-skill and mentor other associates. Responsibilities • (25%) Technical Architecture Authority and Platform Standards: Serve as the technical architecture authority for the platforms team, owning reference architectures, design patterns, environment topology, and platform standards across Alteryx, KNIME, cloud infrastructure, and AI platform services. Review and approve technical designs, integration proposals, and significant configuration changes; evaluate new tools and vendor releases for technical fit, security posture, scalability, and supportability; and maintain architecture decision records. Own platform governance, including environment strategy, naming and tagging standards, technical acceptance criteria, change control, and upgrade, capacity, resiliency, and technical debt planning. • (20%) Alteryx, KNIME, and Cloud Infrastructure Engineering and Server Administration: Own hands-on administration and engineering of Alteryx Server and KNIME Server or Business Hub environments, including installation, node and executor configuration, scheduling, workflow deployment pipelines, repository and persistence management, licensing, performance tuning, patching, version upgrades, and platform migrations. Administer the supporting Windows and Linux server estate and cloud infrastructure, covering compute, storage, networking, backup and disaster recovery, monitoring and alerting, certificate management, and capacity and cost optimization. • (15%) Integration Design, Identity, and Security Engineering: Design and implement platform integrations, including data source connectivity and driver management, API and service-to-service integrations, service account and secrets management, and orchestration across analytics, data, and AI platforms. Own SSO and access architecture, including SAML and OIDC federation, SCIM provisioning, security group architecture and nesting standards, and role-based access control. Define and maintain platform security standards, including hardening baselines, TLS and certificate lifecycle, least-privilege models, vulnerability remediation, and audit logging, in partnership with the security, compliance, and identity teams. • (15%) Automation, Scripting, and Internal Tooling: Design, write, and maintain production-grade automation in Python and PowerShell to eliminate manual platform operations, including provisioning and deprovisioning, bulk configuration changes, deployment pipelines, configuration drift detection, health and reconciliation checks, credential rotation, and operational reporting. Apply infrastructure-as-code and CI/CD practices; manage code in Git with peer review, testing, secrets management, logging, and error handling; and use AI-assisted development tools to accelerate delivery while applying full engineering rigor to everything shipped. • (15%) Developer Experience and LLM Tooling Onboarding: Own developer experience and onboarding for LLM tooling, including the OpenAI API and Claude API platforms and approved agentic coding tools. Provision and manage organization and project structure, API keys and scoped credentials, rate limit and quota configuration, spend controls, and model access. Publish golden-path documentation, reference implementations, starter templates, SDK and retry patterns, and environment setup guidance to reduce the time from request to first successful integration, and advise engineering teams on latency, token consumption, and cost implications of technical design choices. Participate in and provide technical leadership in the internal Baker Tilly agentic coding champion network. • (10%) Escalated Support, Mentorship, and Cross-Team Engineering Partnership: Provide Tier 2 technical support during U.S. hours as the escalation point for issues that exceed Tier 1 and offshore operations capability, driving complex incidents to root cause through log analysis, API request tracing, network and certificate inspection, and controlled reproduction. Manage vendor technical escalations with Alteryx, KNIME, Microsoft, OpenAI, and Anthropic, and participate in incident, problem, and change management. Interface with peer engineering teams on shared technical concerns, represent platform requirements in architecture and security reviews, and maintain runbooks, troubleshooting guides, network and integration diagrams, and as-built documentation. Cross-skill and mentor associates through pairing, knowledge transfer sessions, and code and design review, and provide hands-on help to teammates, customers, and end users regardless of where an issue originates. • Flex into adjacent technologies and areas of the department as priorities evolve, take on unfamiliar technical challenges, and perform other duties and contribute to related initiatives as assigned. Qualifications Bachelor’s degree in computer science, computer engineering, information systems, or a related technical field required Certifications such as Alteryx Server administration, KNIME Server or Business Hub administration, Microsoft AZ-104 or AZ-305, AWS Solutions Architect, SC-300 (Identity and Access Administrator), or CompTIA Security+ are preferred. 3 years of experience required in systems, platform, or infrastructure engineering, including direct server administration of enterprise analytics or data science platforms such as Alteryx Server and KNIME Server or Business Hub, ownership of cloud infrastructure, and enterprise SSO and directory integrations. Demonstrated experience acting as a technical design authority for a platform estate, and a track record of replacing manual operational work with automation, are required. Experience supporting enterprise AI or LLM platforms and APIs is strongly preferred. Working knowledge of Alteryx Server (Gallery, Designer, scheduler, worker nodes, and persistence layer) and KNIME Server or Business Hub (executors, workflow deployment, and workspace management), or directly comparable enterprise analytics platforms. Strong knowledge of Windows Server and Linux administration; cloud infrastructure on Microsoft Azure or AWS, covering compute, storage, networking, IAM, and infrastructure-as-code; identity and access engineering including SAML 2.0, OIDC, OAuth 2.0, SCIM provisioning, Microsoft Entra ID or Okta, conditional access, and security group and RBAC design; database connectivity, ODBC and JDBC driver management, service accounts, and secrets management; TLS and certificate lifecycle, hardening baselines, and vulnerability remediation; and REST API operations including authentication schemes, rate limits, quotas, retry and backoff, and structured error handling. Working knowledge of enterprise AI platforms and LLM APIs, including the OpenAI API, the Claude API, ChatGPT Enterprise, and Claude Enterprise, and of ITIL incident, problem, and change management. Advanced scripting and automation skills in Python and PowerShell are essential, including building API clients, automating administrative and deployment workflows, parsing and reconciling large data sets, and producing operational reporting. Proficient with Git and version control workflows, infrastructure-as-code tooling such as Terraform or Bicep, CI/CD pipelines, REST API troubleshooting tools such as Postman and curl, and log and trace analysis. Effective use of AI-assisted development tools such as Claude Code, Codex, or GitHub Copilot to accelerate delivery is valued; candidates who have built working tooling primarily through AI-assisted development are encouraged to apply, provided they can explain, test, secure, and maintain the code they produce. Strong architecture and technical documentation skills, runbook authoring, and the ability to communicate complex technical detail to non-technical stakeholders. Familiarity with tools such as Azure DevOps, Confluence, and Microsoft 365. Able to operate as the recognized technical authority for the platform estate and influence technical direction without formal authority; independently drive ambiguous, complex problems to root cause and permanent resolution; and balance rapid escalation response with longer-horizon architecture and automation work. Demonstrates strong flexibility and adaptability, including a willingness to work across adjacent areas of the department, take on unfamiliar technologies and challenges, and shift priorities as business needs change. Learns new platforms and tools quickly and independently, with genuine curiosity about emerging technology and a track record of moving into unfamiliar technical territory. Committed to cross-skilling and mentoring associates through knowledge sharing, pairing, documentation, and review, and to raising the overall technical capability of the team. Approachable, collaborative, and service-oriented in supporting teammates, customers, and end users. Able to partner credibly with identity, security, networking, infrastructure, and peer engineering teams; manage vendor technical escalations; and coordinate with distributed teams across time zones. English proficiency required. The pay rate range for this job position are listed below. Actual compensation is influenced by a variety of relevant factors including but not limited to applicant’s skills, prior experience, qualifications, degrees, professional certifications, work arrangements and geographic location. Baker Tilly offers a comprehensive compensation and benefits package to eligible employees. The national pay rate range is $74,200 to $148,230 #LI-AC1 #LI-Remote

Lead IT risk advisory engagements, assess client systems and controls, and act as a strategic advisor to drive business growth and client satisfaction. | Bachelor's degree, 8+ years in IT audit or cybersecurity, professional certifications like CISM, and U.S. citizenship required. | Overview 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 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 area of informational technology risk advisory? If yes, consider joining Baker Tilly (BT) as an IT Audit, Cybersecurity & Risk Senior 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, internal audit, compliance, IT, and cybersecurity 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 an IT risk professional in the areas of compliance, cybersecurity, 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 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 information technology risk across a wide range of areas, including cybersecurity, IT strategy and governance, IT regulatory and compliance requirements, and business continuity. Review clients' processes and controls against industry frameworks, identifying gaps in design and execution, and communicating issues and recommendations to clients Oversee the development of audit programs and the execution of internal audits and IT control assessments in the areas of: IT strategy and governance IT operations, business continuity and disaster recovery Cybersecurity Third party risk ITGC and application controls SOC reporting Regulatory and compliance requirements 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 Continue to develop your knowledge and experience working with a variety of technology environments, platforms, applications and tools/utilities Manage client engagement staffing, billings/collections, and ensure client profitability targets are met Utilize your entrepreneurial skills to network and build strong relationships internally and externally with the goal of acquiring new clients, projects, and revenue 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 Qualifications Successful candidates will have: Bachelor’s degree in management/computer information systems, computer science, accounting information systems, computer engineering, industrial engineering, or related program CISA, CISSP, CISM, CIA, or CPA certification(s) required 8+ year(s) experience with IT audit or cybersecurity Experience as a client serving professional for a consulting firm desired Excellent analytical, technical and problem solving skills, with strong attention to detail Exceptional verbal and written communication, collaboration, and time management skills U.S Citizenship Required #LI-hybrid #LI-LF The pay rate range for this job position is $160,000 to $299,030. Actual compensation is influenced by a variety of relevant factors including but not limited to applicant’s skills, prior experience, qualifications, degrees, professional certifications, work arrangements and geographic location. Baker Tilly offers a comprehensive compensation and benefits package to eligible employees.