Principal, CFO Advisory Services

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 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, while the Advisory Group offers tax and business advisory services. The firm is an independent member of Baker Tilly International, with 43,000 professionals worldwide.

• Lead engagements from technical accounting support, audit, transaction and IPO readiness, to supporting the Office of the CFO on an interim basis and assisting with the design and enhanced performance of financial operations.
• Positively impact clients’ financial statements, profitability and business operations.
• Penetrate client engagements in the firm’s primary target industries.
• Proactively engage with clients throughout the year to understand business goals and objectives.
• Play an active role in providing valuable guidance and business recommendations.
• Deliver business insight through thoughtful review, analysis and discussion.
• Manage cross‑functional teams to deliver engagements and ensure client profitability targets are met.
• Utilize entrepreneurial skills to network, build strong relationships internally and externally with the goal of acquiring new repeat referral sources, clients, projects and revenue.
• Invest in professional development individually and through firm‑wide learning and development programs.
• Support the growth and development of team members, helping associates meet their professional goals.

• You are looking for an opportunity to be a leader and industry expert to the clients you serve.
• You can see yourself as a trusted business advisor, working face‑to‑face with clients to find creative solutions to complex accounting and business challenges.
• You want to work for a leading CPA advisory firm in high growth mode and have the opportunity to continue building out our clients.
• You want to contribute to your engagement team’s professional growth and develop your own leadership skills to build a career with endless opportunities now, for tomorrow.

• Bachelor’s degree in accounting required; master’s or advanced degree desirable.
• CPA or CFA preferred.
• Fifteen (15+) years’ experience with a combination of public accounting, audit, corporate financial accounting and/or finance process consulting.
• Strong technical skills and a working knowledge of U.S. GAAP and SEC reporting.
• Experience with IPOs and SEC filings a plus.
• History of relationships with private equity firms and their portfolio companies.
• Demonstrated management, analytical, organizational, interpersonal, project management and communication skills.
• Ability to lead and supervise others, provide exceptional client service, demonstrate commitment to continuous learning, show ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and timely completion of projects.

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.