Project Coordinator, Accounting Advisory
Baker Tilly

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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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.

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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 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

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