Baker Tilly US

Manage sales data and reporting, forecast revenue, create presentations, maintain sales processes, and collaborate across teams to improve sales efficiency. | 7+ years in sales operations or related role, strong Salesforce proficiency, excellent analytical and communication skills, experience with pipeline management and forecasting, and ability to work remotely or hybrid. | 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 We are seeking an experienced Sales Operations Manager to join our expanding team and support the Western Geography region. In this role, you will focus on reporting and analytics, data management, sales performance, forecasting, development of presentation materials, sales processes, and expense management. Your expertise will help improve overall sales efficiency and drive our business forward. The ideal candidate will have a strong background in sales operations, excellent analytical skills, and the ability to work collaboratively with cross-functional teams. Must be detail- oriented, a strategic thinker, and bring a proactive approach to the position. This role will report into the Professional Sales Organization while supporting the region. Responsibilities • Support the business with reporting and analytics. Collect, analyze, and interpret sales data to provide actionable insights and support decision-making. • Monitor key performance indicators (KPIs) to track sales performance and identify areas for improvement. • Create and design compelling presentations that effectively communicate key insights, strategies, and performance metrics to stakeholders. • Manage sales data, ensuring accuracy and completeness in Salesforce. Reinforce data hygiene best practices. • Serve as a Salesforce data subject matter expert (SME) for the region you support, with a deep understanding of coding and system functionalities. • Collaborate with leadership to develop and refine sales and revenue forecasts leveraging Salesforce reporting and Power BI boards. • Monitor sales-related expenses, ensuring alignment with budgets and financial targets. • Create and maintain comprehensive documentation of sales processes to ensure consistency and efficiency. • Assist in the territory planning and/or target setting process as needed. Ensure territory maps, account assignments, and targets are maintained properly. • Foster effective cross-functional collaboration by working closely with sales ops, marketing, finance, and other growth strategy teams to achieve common business goals. • Proactively communicate with senior leadership on sales trends, performance metrics, process improvements, and gaps in sales reporting and forecasting. Qualifications • Minimum of 7+ years of experience in sales operations or a related role. • Experience communicating with senior leaders in a proactive and clear and concise manner. • Strong proficiency in CRM tools, Salesforce preferred. • Excellent analytical skills with the ability to interpret complex data and provide strategic recommendations. • Pipeline management and revenue forecasting experience. • Advanced computer skills including superior proficiency in Microsoft Office Suite Applications (Excel, Word, PowerPoint, Outlook, etc.) • Experience with Power BI a plus. • Ability to maintain data integrity, consistency, and quality in a fast-paced environment. • Must have strong communication skills, sense of urgency, and willingness to take initiative • Proven ability to manage multiple projects simultaneously while meeting all commitments and deadlines. • Exceptional organizational and time-management skills. • Ability to work in a remote or hybrid environment. • Bachelor’s degree in Business, Finance, or a related field preferred. The compensation range for this role is $92,580 to $175,530. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.

Lead client engagements and teams on supply chain and operational improvement projects, manage programs, support business development, and communicate solutions to stakeholders. | Minimum 10 years of supply chain or logistics experience, bachelor's degree required, strong project management and leadership skills, ability to analyze financial and operational data, and willingness to travel and work nontraditional hours. | 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? If yes, consider joining Baker Tilly (BT) as a Supply Chain Senior Manager in our Development Advisory practice! This is a great opportunity to be a valued leader in one of our most dynamic markets. You will work side-by-side with firm leadership in Enterprise Solution and Services to serve clients and build the business, having a direct impact on the firm’s success. Additionally, you will be a mentor and coach to a group of talented staff, utilizing your expertise to help develop their technical and professional skills. If you are invigorated by these exciting challenges, then this could be the right opportunity for you! 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 your next challenge, crave variety where no day is the same and feel your skills and experience can be better utilized • You are looking to be part of a fast growing, innovative practice where your hard work and creativity can help us continue to build, improve and advance • You have a passion for supply chain management • You are a team player with strong communication skills and desire to work collaboratively with others to meet client needs • 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 • Lead client engagements and work streams related to supply chain and operational improvement projects • Lead highly skilled client / work teams throughout project lifecycles by leveraging supply chain approaches, frameworks, and ensuring timely execution of project deliverables • Support acquisition operations, demand management, integrated planning, fulfillment, and warehousing engagements • Apply risk management methodologies and problem resolution techniques in the area of supply chain practices • Execute process transformation, measurable improved operational performance, and organizational restructuring • Manage diverse collection of programs requiring supply chain capability development / supply chain management • Support Baker Tilly’s Global Customs and Trade and IRA teams by expanding our services tied to supply chain analysis • Lead proposal and business development activities • Execute analytical methodically to help solve various problems and make a true impact across various domains and industries • Analyze data for trends and patterns, and Interpret data with a clear objective in mind • Communicate solutions to stakeholders and implement improvements as needed to operational systems Successful Candidates Will Have • A minimum of ten (10) years of experience providing services related to Supply Chain, Operational Restructuring, or Logistics. • Bachelor’s degree required, master’s or advanced degree preferred. • Deep knowledge of inventory optimization, logistics, demand planning / replenishment, transportation, sales, distribution, and operations. • Demonstrated ability to understand financial information, budgets, program performance, and develop strategies to improve supply chain performance across operational areas. • Strong project management skills and team leadership experience. • Ability to work in a dynamic, research-oriented group with several ongoing concurrent projects. • Excellent analysis skills and the ability to develop leading practice recommendations based on prior experience. • Demonstrated management, analytical, organization, interpersonal, project management, communication skills, and highly developed Microsoft Suite skills (Word, Excel) required. • Ability to engage effectively at the business and technical level, provide exceptional client service, demonstrate commitment to continuous learning in order to stay current. • Display accountability and commitment to quality and the timely completion of projects. • Must be willing to work nontraditional business hours for client demands. • Ability to travel as needed.

Lead client engagements and teams on supply chain and operational improvement projects, manage programs requiring supply chain capability development, analyze data trends, and communicate solutions to stakeholders. | Minimum 6 years of supply chain or logistics experience, bachelor's degree, strong project management and analytical skills, ability to work on multiple projects, and willingness to travel and work nontraditional hours. | 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? If yes, consider joining Baker Tilly (BT) as a Supply Chain Manager in our Development Advisory practice! This is a great opportunity to be a valued leader in one of our most dynamic markets. You will work side-by-side with firm leadership in Enterprise Solution and Services to serve clients and build the business, having a direct impact on the firm’s success. Additionally, you will be a mentor and coach to a group of talented staff, utilizing your expertise to help develop their technical and professional skills. If you are invigorated by these exciting challenges, then this could be the right opportunity for you! 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 your next challenge, crave variety where no day is the same and feel your skills and experience can be better utilized • You are looking to be part of a fast growing, innovative practice where your hard work and creativity can help us continue to build, improve and advance • You have a passion for supply chain management • You are a team player with strong communication skills and desire to work collaboratively with others to meet client needs • 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 • Assist in leading client engagements and work streams related to supply chain and operational improvement projects • Assist in leading highly skilled client / work teams throughout project lifecycles by leveraging supply chain approaches, frameworks, and ensuring timely execution of project deliverables • Support acquisition operations, demand management, integrated planning, fulfillment, and warehousing engagements • Apply risk management methodologies and problem resolution techniques in the area of supply chain practices • Execute process transformation, measurable improved operational performance, and organizational restructuring • Manage diverse collection of programs requiring supply chain capability development / supply chain management • Support Baker Tilly’s Global Customs and Trade and IRA teams by expanding our services tied to supply chain analysis • Execute analytical methodically to help solve various problems and make a true impact across various domains and industries • Analyze data for trends and patterns, and Interpret data with a clear objective in mind • Communicate solutions to stakeholders and implement improvements as needed to operational systems Successful Candidates Will Have • A minimum of six (6) years of experience providing services related to Supply Chain, Operational Restructuring, or Logistics • Bachelor’s degree required • Knowledge of inventory optimization, logistics, demand planning / replenishment, transportation, sales, distribution, and operations • Demonstrated ability to understand financial information, budgets, program performance, and develop strategies to improve supply chain performance across operational areas • Strong project management skills • Ability to work in a dynamic, research-oriented group with several ongoing concurrent projects • Excellent analysis skills • Demonstrated management, analytical, organization, interpersonal, project management, communication skills, and highly developed Microsoft Suite skills (Word, Excel) required • Ability to engage effectively at the business and technical level, provide exceptional client service, demonstrate commitment to continuous learning in order to stay current • Display accountability and commitment to quality and the timely completion of projects. • Must be willing to work nontraditional business hours for client demands • Ability to travel as needed

Manage SNF billing and collections, maintain resident data and accounts receivable, prepare financial reports, and support compliance and budgeting processes. | 5+ years SNF Medicare and Medicaid billing experience, knowledge of LTC billing regulations, billing software proficiency, and strong communication and teamwork skills. | Description: • Work directly with project managers and clients in relation to SNF billing and collection services • Maintain up-to-date knowledge of SNF reimbursement including Medicare and Medicaid (MD, OH, PA, WV) • Maintain resident data processes including resident statement accuracy, review of resident aging, payment posting, ancillary charge entry and file downloads and timely billing • Manage accounts receivable accounts and follow-up of unpaid balances • Adhere to financial/facility policies and participate in facility programs as needed • Assist with troubleshooting hardware and software issues • Maintain documentation of accounts receivable transactions • Assist with yearly budget preparation and month end close process • Provide facility representative monthly financial information and prepare monthly accounts receivable reports • Assist in preparation of accounts receivable reports for submitting Medicare/Medicaid cost report • Attend and participate in continuing education programs and assist in establishing compliance programs • Learn and grow from coaching, mentoring, and firm development programs Requirements: • Bachelor’s or Associate’s degree in accounting or business related is field preferred • Experience in lieu of a degree may be accepted • Currently in billing position role with 5 years billing experience • 5 or more years of experience in SNF Medicare and Medicaid (MD, OH, PA, WV) billing required • Knowledge of LTC billing regulations for Medicare and Medicaid preferred • Experience using the Medicare system for billing and the ability to interpret reports and remits • Experience using billing software (i.e. PointClickCare, MatrixCare, etc.) • Knowledge and experience using Medicaid systems and websites • Working knowledge of SNF billing and collections • Position subject to Criminal Background Investigation • Demonstrated skills in time management, communication, interpersonal skills, relationship building, collaboration, problem solving, and working collaboratively in a team environment • Eligibility to work in the U.S. without sponsorship preferred Benefits: • Upward career trajectory • Flexibility in how and where you get your work done • Meaningful relationships with clients, teammates and leadership • Firm wide learning and development programs • Friendships, social activities and team outings that encourage a work-life balance

Deliver administrative and tax return assembly services to support Tax client teams and maintain client files and workflows. | 3-5 years operational support experience, preferably in professional services, with intermediate Microsoft Office skills and familiarity with communication platforms and preferred software. | 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 Client Service Delivery Coordinator – Tax is responsible for delivering administrative services to support the Tax client services teams and stakeholders. Works closely with the Client Service Delivery Manager - Operations to identify, respond to, and anticipate service delivery needs and process optimization opportunities. The Client Service Delivery Coordinator – Tax is an individual contributor role primarily responsible for executing tasks and processes related to the service needs of Tax client teams and stakeholders. Responsibilities • Deliver tax return and extension assembly and efile services • Deliver administrative services to support Tax leadership and client delivery teams • Maintain on and offsite client files • Create and maintain workflows and support special projects for Tax teams • Support tasks to maintain successful office operations Qualifications • High school diploma required, associate or bachelor's degree preferred • 3 to 5 years of relevant experience required • Minimum of three (3) years of operational support experience with prior experience in a professional services organization preferred • Intermediate ability to utilize Microsoft Office Suite applications with minimal guidance and support • Experience working with communication / presentation platforms (Teams, Zoom, etc.) • Salesforce, Prostaff, STAR, Esker experience preferred • Ability to communicate in a clear and concise manner effectively and proactively with keen sense of accuracy and attention to detail • Ability to share knowledge and assist with the training and development of new team members • Demonstrated analytical, organization, interpersonal, and critical thinking skills; ability to effectively prioritize obligations based on importance • Ability to take initiative, work autonomously, and collaboratively in a team setting The compensation range for this role is $21.50 to $41.00. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.