Coordinator, Accounting Advisory

Overview

Baker Tilly US, LLP (Baker Tilly) is a leading advisory CPA 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 and Chicago. Baker Tilly is an independent member of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 145 territories, with 41,000 professionals and a combined worldwide revenue of $4.7 billion.

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Responsibilities

We are seeking an Associate to join our Public Sector Municipal Advisory team with our CORE group. Baker Tilly’s Municipal Advisory team is one of the nation's largest independent municipal advisory practices and provides objective analysis, planning and creative solutions for many types of projects. This person will ideally be located near Indianapolis and work a hybrid schedule, but would consider near other Baker Tilly locations.

The Coordinator/Consultant will provide assistance to the arbitrage services group. The arbitrage services group prepares various financial analyses and calculations relating to bond financing to ensure clients’ compliance with certain federal tax laws and regulations.

Track New Arbitrage Engagements and Maintain Centralized RepositoryMaintain Arbitrage WIP Database with High Degree of AccuracyRead Bond Documents to Gather Pertinent Bond Issue DetailsAnalyze Refunding Issues for Potential WIP UpdatesGenerate Reports from Database for Billing and Scope PreparationActively Communicate to Monitor Bond Issue Closing DatesIntegrate Data from Multiple DatabasesDistribute client deliverablesPrepare lists of outstanding debt for clients and cross verify for accuracyAssist in the Creation of a Process Document for Tracking Debt Issues and Post Issuance Services

Qualifications

Associates degree preferredMinimum of three (3) plus years of general bookkeeping and accounting experienceHighly detail oriented and focused on accuracyStrong organization, analytical, and time management skillsAble to multi-task and adapt to changing needsExperience with AdobeExcel - advanced skill levelExcellent customer service and client focused skillsExcellent written and oral communication a mustExperience with bonds or legal documents a plusEligibility to work in the U.S., without sponsorship, highly preferred