Managing Director, Municipal Utility Advisory Practice

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 worlds 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.

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Job Description:

Utilities are navigating significant financial and strategic demands including major capital investment needs affordability pressures evolving regulations changing consumption patterns workforce constraints and increasing expectations for resilient and reliable service. Baker Tilly continues to invest in helping utility organizations make sound financial decisions align resources with long-term priorities and deliver sustainable value to customers and communities.

As part of Baker Tillys Public and Non-Profit Consulting practice the Managing Director Municipal Utility Advisory Practice will lead and expand a nationally recognized municipal utility finance and advisory platform. The successful candidate will combine deep utility expertise proven practice-building experience strong executive relationships and entrepreneurial leadership.

This individual will set market strategy broaden and connect Baker Tillys utility advisory capabilities originate and lead complex engagements develop scalable solutions expand revenue build talent and cultivate executive-level client relationships nationwide. The role will work across utility finance rates and cost of service strategic planning capital and infrastructure organizational performance workforce governance technology and operational improvement to deliver integrated solutions for municipally operated water wastewater stormwater electric and gas utilities.

Responsibilities

Lead National Practice Growth

• Develop and execute a national growth strategy for Baker Tillys municipal utility advisory practice.

• Establish Baker Tilly as a recognized market leader in utility finance rates financial planning and strategic advisory services.

• Drive growth through new client acquisition geographic expansion strategic account development and collaboration across existing client relationships.

• Define priority markets client segments service offerings and investment needs for sustainable national scale.

• Monitor emerging financial regulatory operational infrastructure technology and workforce trends affecting utilities.

Build Market-Leading Utility Solutions

• Expand and connect Baker Tillys utility advisory offerings into a cohesive scalable national platform.

• Develop repeatable methods tools models and client solutions across utility types and geographies.

• Lead or oversee solutions addressing:

• Utility rate studies and rate design

• Cost-of-service and revenue requirement analysis

• Long-range financial planning and forecasting

• Capital funding and financial strategy

• Scenario analysis affordability and financial sustainability

• Strategic planning and implementation

• Performance management benchmarking and organizational alignment

• Regulatory and financial advisory services

• Collaborate with leaders across capital and infrastructure organizational performance workforce governance grants technology and operational improvement to create integrated client solutions.

Business Development & Market Leadership

• Develop and maintain executive-level relationships with utility general managers chief financial officers finance directors utility directors boards regulators and other industry leaders.

• Originate shape and lead complex utility advisory engagements.

• Lead strategic pursuits proposals presentations and account development efforts.

• Represent Baker Tilly through industry conferences professional associations publications research and other thought leadership.

• Build referral networks and strategic partnerships that strengthen market reach and capabilities.

• Translate market insight and client needs into new offerings and sustained revenue growth.

Client Delivery & Technical Leadership

• Serve as an executive advisor to utility leadership teams and governing bodies on financial and strategic decisions.

• Provide technical direction and quality oversight for complex engagements involving rates cost of service financial models capital needs and long-term strategy.

• Communicate complex financial and operational issues in clear decision-ready terms for executives boards and public audiences.

• Ensure recommendations are practical analytically sound and responsive to regulatory customer affordability and implementation considerations.

• Balance direct engagement leadership with development of a broader delivery team and consistent national methods.

Talent & Team Development

• Recruit develop and retain top utility advisory talent.

• Build and leverage a scalable national team capable of delivering consistent high-quality services across markets and utility types.

• Mentor emerging leaders and create clear opportunities for technical and business-development growth.

• Connect professionals across disciplines and geographies to deploy the best team for each client need.

• Foster a collaborative entrepreneurial innovative and client-focused culture.

Practice Leadership

• Establish practice goals performance measures investment priorities and growth plans.

• Develop delivery standards quality-control practices pricing approaches and resource models that support profitable scale.

• Identify opportunities to create repeatable technology-enabled and potentially recurring advisory offerings.

• Collaborate with marketing and firm leadership to strengthen market visibility and thought leadership.

• Support strategic priorities across Baker Tillys Public and Non-Profit Consulting practice.

Qualifications

Required

• Bachelors degree in finance accounting economics engineering public administration business administration public policy or a related field.

• 15 years of experience serving utilities through consulting advisory services utility leadership public finance regulatory work or a related field.

• Demonstrated success building and scaling a consulting practice service line or advisory business.

• Demonstrated success generating significant revenue growth originating work and developing new client relationships.

• Deep expertise in utility rates cost-of-service analysis financial modeling and long-range financial planning.

• Experience advising utility executives and governing bodies on strategic financial capital or organizational decisions.

• Experience leading multidisciplinary teams and complex advisory engagements.

• Strong executive-level communication facilitation and presentation skills.

• Ability to travel nationally based on client and business-development needs.

Preferred

• Experience leading a regional or national utility consulting practice.

• Established professional network among utility executives finance leaders board members regulators and industry partners.

• Experience across multiple utility sectors such as water wastewater stormwater electric gas or public power.

• Experience integrating rates and financial analysis with strategic planning capital planning affordability performance management or organizational advisory services.

• Experience developing proprietary methodologies analytical tools market-facing service offerings or recurring advisory solutions.

• Active involvement in utility-focused professional associations and conferences.

• Graduate degree or relevant professional credential preferred.

The pay rate range for this job position is $215950 to $409420. Actual compensation is influenced by a variety ofrelevant factors including but not limited to applicants skills prior experience qualifications degreesprofessional certifications work arrangements and geographic location. Baker Tilly offers acomprehensive compensation and benefits package to eligible employees.

Required Experience:

Director