CFO Advisory Services Principal

Overview

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a 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 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 is an independent member 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.

Visit  or join the conversation on Linked In, Facebook and Instagram. 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.

• Lead engagements from technical accounting support, and 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 your entrepreneurial skills to network and build strong relationships internally and externally with the goal of acquiring new repeat referral sources, 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.

• Bachelor's degree in accounting required, master’s or advanced degree desirable
• CPA required
• 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, organization, interpersonal, project management, and communication skills
• Ability to lead and supervise others, provide exceptional client service, demonstrate commitment to continuous learning, see the big picture as well as the details, maintain ethical standards, and show urgency and commitment to quality and timely project completion