Manager, CFO Advisory - Financial Services

Overview BakerTilly 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 – NewYork, London, SanFrancisco, LosAngeles, Chicago and Boston. BakerTilly Advisory Group, LP and BakerTillyUS, LLP (BakerTilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. BakerTillyUS,LLP is a licensed independent CPA firm that provides attest services to its clients. Job Description Our purpose is to help build a financial services industry for the middle market, assisting middle market financial institutions to thrive. We help clients with transactions life cycle (IPO, SPAC, merger, divesture), implementing new accounting (USGAAP or IFRS) or regulatory rules, implementing or remediating internal controls and transforming or digitising finance functions, and implementing ESG initiatives. The Opportunity Our Financial Advisory Services (FAS) team is growing exponentially. As a Manager you’ll play a key role in that growth, helping us achieve our vision for 2030, becoming the leading middle‑market advisory firm. You’ll work across all key financial service sectors, communicating creative, strategic goals internally and externally, and delivering an exceptional client experience. Your Responsibilities Actively participate in projects focused on USGAAP Advisory, Business Analytics and Decision Support, Financial Accounting Advisory Services, Transaction Support, Finance transformation, Program/Project Management. Supervise, develop and train staff on engagements, and participate directly in the team’s work on a project. Interact directly with senior managers and partners on client and engagement management matters. Strengthen existing client relationships and develop new business opportunities by providing outstanding client service and expanding our footprint across functional areas. Communicate with business owners, executive management, investors, lenders and other sophisticated parties to ensure delivery of exceptional client service. Be accessible and anticipate client needs, questions, and and concerns. Invest in professional development through active participation in training sessions and networking events. Assist with recruiting activities, including campus recruiting and participation in the firm’s Employee Referral Bonus Program. Contribute to the firm’s efforts to attract, retain, and develop staff while acting as a mentor for other senior & staff. Demonstrate excellent team skills, positive attitude and high ethical standards, and lead by example to positively impact employee morale. Set and achieve challenging profitability, billing, and collection objectives consistent with engagement circumstances, proper utilization of staff, and risk management. Develop and maintain relationships with colleagues across service lines and engagement/project teams. Regularly look for opportunities, recommendations, and additional firm services that could benefit or add value to our clients. Successful Candidates Will Have 6+ years’ experience in a large accounting firm’s audit or financial advisory line working in the financial services industry. Bachelor’s degree in accounting, finance or a related field. Certified public accountant (CPA) or Certified Management Accountant (CMA). Knowledge and ability to use appropriate tools, applications, and accounting and finance concepts to facilitate analysis; skills with Power BI and/or Tableau is a plus. Current USGAAP and/or IFRS advisory knowledge and application. Exposure to middle‑market financial suite of applications such as QuickBooks, NetSuite, IntAcct, etc., and understanding of their functionality, workflows, and controls. High motivation, initiative and positive attitude. Excellent organisational skills with a demonstrated ability to multitask and handle multiple priorities. Advanced modelling and Excel skills, experience conducting complex quantitative and qualitative financial analysis, and generating data‑driven insights. Ability to work autonomously, meet tight deadlines, and thrive in a fast‑paced environment with shifting priorities. Excellent verbal and written communication skills, with experience presenting analyses to management and leading initiatives. Ability to work effectively and thrive in a team environment with all levels of client personnel across various industries. Comfortable interaction with senior‑level client personnel, including supporting the preparation of and participating in executive briefings. What We Look For Versatile people who can take on new responsibilities, listen to clients, and build relationships. A confident leader with a curious mind, creative thinking, and the ability to solve complex issues is ideal. BakerTilly 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. The compensation range for this role is $124,910 to $236,800. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location. #J-18808-Ljbffr