CFO Advisory Services Principal

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 (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. BakerTilly US, LLP is a licensed independent CPA firm that provides attest services to its clients, while BakerTilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services. With 43,000 professionals across 141 territories, BakerTilly International delivers integrated advisory solutions worldwide. Responsibilities 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 and 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 participation in firm‑wide learning and development programs. Support the growth and development of team members, helping associates meet their professional goals. Qualifications Bachelor’s degree in accounting required, master’s or advanced degree desirable. CPA required. Fifteen (15+) years of 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, and demonstrate commitment to continuous learning and quality. Demonstrated ability to 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 timely completion of projects. Equal Opportunity Employer 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. Any unsolicited resumes submitted through our website or to BakerTilly Advisory Group, LP, employee e‑mail accounts are considered property of BakerTilly Advisory Group, LP, and are not subject to payment of agency fees. It is a requirement that formal agreements be in place for authorized recruitment agencies; they must be invited by BakerTilly’s Talent Attraction team to submit candidates for review via the applicant tracking system. #J-18808-Ljbffr Baker Tilly Advisory Group, LP