Project 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.

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 US, LLP, employee e-mail accounts are considered property of Baker Tilly US, LLP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly US, LLP, 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.

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 Repository

Maintain Arbitrage WIP Database with High Degree of Accuracy

Read Bond Documents to Gather Pertinent Bond Issue Details

Analyze Refunding Issues for Potential WIP Updates

Generate Reports from Database for Billing and Scope Preparation

Actively Communicate to Monitor Bond Issue Closing Dates

Integrate Data from Multiple Databases

Distribute client deliverables

Prepare lists of outstanding debt for clients and cross verify for accuracy

Assist in the Creation of a Process Document for Tracking Debt Issues and Post Issuance Services

Qualifications:

Associates degree preferred

Minimum of three (3) plus years of general bookkeeping and accounting experience

Highly detail oriented and focused on accuracy

Strong organization, analytical, and time management skills

Able to multi-task and adapt to changing needs

Experience with Adobe

Excel – advanced skill level

Excellent customer service and client focused skills

Excellent written and oral communication a must

Experience with bonds or legal documents a plus

Eligibility to work in the U.S., without sponsorship, highly preferred

Additional Information:

#LI-JM2

#LI-Hybrid

Permanent