Principal, Digital Transformation - Insurance AI Lead

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 world’s 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. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 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 Advisory Group, LP, employee e‑mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, 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.

Job Description

Are you looking to join an entrepreneurial firm - one of the fastest growing in the US? Are you inspired to lead people and make a difference for your clients? If yes, consider joining Baker Tilly Advisory Group, LP. We have an incredible opportunity for a Principal to join our Digital Transformation Practice – with a primary focus on AI, Automation, Application Development & Data Analytics. Our practice combines deep functional, industry, and technical capabilities to help clients solve their toughest enterprise digital challenges. Baker Tilly Digital Transformation Practice is focused on the integration of advanced technologies with core business transformational services to support companies in successfully navigating the complexities of digital transformations. You will work side‑by‑side with firm leadership and our associates to serve clients and build the business, having a direct impact on the firm’s success. You will be a valued mentor and coach to a group of talented staff, utilizing your expertise to help develop their technical and professional skills. As one of the fastest‑growing firms in the nation, Baker Tilly has the ability to provide you with an amazing experience working with some of the most entrepreneurial leaders in our field. Baker Tilly’s Digital Consulting Practice serves clients in the areas of: Digital Strategy & Transformation Enterprise Packaged Solutions AI, Automation, Application Development and Data Analytics

You Will Enjoy This Role If You

You are looking for your next challenge, crave variety where no day is the same and feel your skills and experience can be better utilized

You are looking to make an impact as part of a fast growing, innovative practice where your hard work and creativity can help us continue to build our brand as a firm

You have a passion for leading transformation, enabling an organization to meet objectives on time and on budget

You do your best work when you are part of a talented, down‑to‑earth team that thrives in collaboration and truly enjoys working together to meet client needs in a variety of industries

You feel valued when you are provided the resources and support to continually sharpen your skills and build your career now, for tomorrow

What You Will Do

Advance Business Development objectives to grow the Baker Tilly’s Insurance focused Digital Transformation business lines through networking, alliance sales and support to the Professional Sales Organization. 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 delivery approach and capabilities aligned to critical phases of technology transformation and/or long‑term roadmaps which describe delivering large‑scale solutions via a series of projects. Utilize your entrepreneurial skills to network and build strong relationships internally and externally with the goal of acquiring new clients, projects, and revenue. Invest in your professional development individually and through participation in firm wide learning and development programs. Support the growth and development of team members, helping associates meet their professional goals.

Additional Digital Specific Key Responsibilities

• Technology Strategy and Vision: Develop and communicate a robust IT strategy aligned with a company’s overall business objectives. Stay abreast of industry trends, emerging technologies, and best practices to drive innovation and maintain competitiveness.
• Digital Transformation: Lead digital transformation efforts by identifying opportunities to enhance client services, streamline operations, and improve efficiency. Collaborate with cross‑functional teams to integrate technology seamlessly into business processes.
• Technology Leadership: Provide visionary leadership to technology teams, fostering a culture of excellence, collaboration, and continuous learning. Oversee the development, implementation, and maintenance of technology solutions.
• Client‑Focused Solutions: Work closely with clients to understand their needs, challenges, and goals. Propose innovative technology solutions that address client pain points and deliver value.
• Collaboration and Partnerships: Collaborate with C‑suite executives, including the Chief Information Officer (CIO), Chief Digital Officer (CDO), and Chief Experience Officer (CXO). Foster partnerships with external technology vendors, startups, and industry experts.

Qualifications

• Bachelor's degree in computer science or business field required, master's or advanced degree desirable
• Twenty years’ experience providing senior leadership within complex technology or digital/product organizations; extensive experience in business development within a professional services firm desired.
• Five (5) + years of supervisory experience, mentoring and counseling associates desired
• Previous experience as a Partner/Principal or Managing Director within a professional service organization with proven success building out and growing a Practice in a Consulting Firm
• Strong fluency at Executive level in strategic planning, information system design and implementation with a focus on program management of large complex transformation projects, application integration solutions and digital solutions focused on advanced analytics and intelligent automation, innovation, ambidextrous operating models, and emerging trends
• 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
• Project experience with full lifecycle application development (e.g. requirements gathering, use case development, system analysis and design, integration, testing, deployment)
• Experience with Agile software delivery management tools and techniques preferred (Scrum, JIRA, confluence)
• Demonstrated management, analytical, organization, interpersonal, project management, communication skills
• Ability to lead and supervise others, provide exceptional client service, demonstrate commitment to continuous learning in order to stay current regarding applicable strategies, see the big picture as well as the details, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of projects
• Must be able to work outside of core business hours for client engagements, and travel as needed Nationally to serve clients

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 world’s 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. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 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 Advisory Group, LP, employee e‑mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, 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.