Strategy & Transformation Manager - Engagement Lead jobs in United States
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Baker Tilly US ยท 1 day ago

Strategy & Transformation Manager - Engagement Lead

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage. The role involves leading a team through transformation projects, managing project approaches and plans, and ensuring effective project delivery.

Accounting
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H1B Sponsor Likelynote

Responsibilities

Lead a team of Baker Tilly and client resources through definition and delivery of transformation projects which may include business process and/or technology implementations
Develop, manage, and measure effectiveness of project approach and plans aligned to critical phases of implementation (analyze, design, build, test, deploy) and/or long-term roadmaps which describe delivering large-scale solutions via a series of projects
Elicit and define requirements using multiple methods such as interviews, document analysis, workshops, surveys, site visits, etc
Manage and implement multiple projects through delegation, coordination, communication, and organization. Coordinate deployment of projects included staffing resources, deadlines, and end user expectations
Ensure that all projects are properly documented, which includes a business case, business requirements, and implementation plan, maintaining document requirements for project managers and business owners
Manage third party vendor relationships to resource specific development needs
Act as the liaison among the executive committee members, stakeholders, and development team including identification and mitigation of project risks and issues
Support the development of the Enterprise Transformation practice from go-to-market activities to delivery methodology standards and team development
Provide functional expertise based on your specific skills and background
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 and clients through the Baker Tilly Value Architect model, helping associates meet their professional goals
Enjoy friendships, social activities and team outings that encourage a work-life balance

Qualification

Client relationship managementProject managementAgile methodologiesProject/program management certificationMicrosoft SuiteAnalytical skillsCommunication skillsInterpersonal skillsProblem-solving skills

Required

Bachelor's degree in relevant field
Minimum of five (5) years of related experience; previous related industry and consulting experience highly preferred
Experience managing senior-level client relationships and working across an organization with multiple stakeholders
Ability to lead and supervise others, provide exceptional client service, see the 'big picture' as well as the details, display appropriate ethical knowledge, and exhibit a sense of urgency and commitment to quality and the timely completion of projects
Ability to decompose scope into detailed activities and deliverables, then conduct work package handoff to delivery resources from Baker Tilly, client teams, and third-party vendors
Ability to manage multiple projects/initiatives simultaneously, with a willingness to support different workstreams as needed
Ability to think creatively to solve problems gained through prior experience, education, training to resolve issues and remove project obstacles
Demonstrated management, analytical, organization, interpersonal, project management, communication, and highly developed Microsoft Suite (Word, Excel, PowerPoint) skills
Project experience with full lifecycle application development (e.g. requirements gathering, use case development, system analysis and design, integration, testing, deployment)
Ability to travel as needed and work outside of core business hours for client engagements

Preferred

Experience with Agile software delivery management tools and techniques (Scrum, JIRA, confluence) is a plus
Project/program management certification (e.g. PMP, PgMP) and/or Agile certification (e.g. PMI-ACP, CSM, PSM. SAFe POPM) is a plus

Company

Baker Tilly US

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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.

H1B Sponsorship

Baker Tilly US has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (7)
2024 (19)
2023 (23)
2022 (25)
2021 (19)

Funding

Current Stage
Late Stage

Leadership Team

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Brett Bowles, CPA
Senior Consultant - Transaction and CFO Advisory
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Caleb Tollefson
CFO Advisory Manager
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Company data provided by crunchbase