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About the Role

Our practice helps CFOs, Controllers, and Finance Directors improve financial reporting processes to ensure finance adds value to business operations. The CFO Advisory practice enables finance executives to achieve significant and sustainable performance through technical analysis and process improvement services.

Responsibilities

• Actively participate in projects focused on GAAP Advisory, Business Analytics and Decision Support, Financial Accounting Advisory Services, Transaction Support, and Program/Project Management.
• Supervise, develop, and train staff on engagements.
• Participate actively in the team’s work on a project.
• Interact directly with senior managers and partners on client and engagement management.
• Strengthen existing client relationships and develop new business opportunities by providing outstanding client service.
• Communicate with business owners, executive management, investors, lenders, and other sophisticated parties to ensure delivery of exceptional client service.
• Invest in professional development through active participation in training sessions and networking events.
• Assist with recruiting activities, including campus recruiting and referring experienced individuals.
• Demonstrate excellent team skills, positive attitude, and high ethical standards.

Requirements

• 6+ years' experience in a large accounting firm in audit or financial advisory service line.
• Bachelor’s degree in accounting, finance, or related field.
• Certified Public Accountant (CPA) or CMA.
• Knowledge and ability to use appropriate tools, applications, and accounting and finance concepts to facilitate analysis.
• Current GAAP advisory knowledge and application.
• Exposure to Middle Market financial suite of applications, such as QuickBooks, NetSuite, IntAcct, etc.
• High motivation, initiative, and positive attitude.
• Excellent organizational skills with a demonstrated ability to multitask and handle multiple priorities appropriately.
• Advanced modeling and Excel skills, experience conducting complex quantitative and qualitative financial analysis, and ability to generate 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, experience presenting analyses to management, and ability to lead and drive initiatives.
• Ability to work effectively and thrive in a team environment with all levels of client personnel in various industries.
• Ability to comfortably interact with senior level client personnel, including supporting the preparation of and participating in executive briefings.
• Ability to travel approximately 25%.

Skills

• Power BI and/or Tableau is a plus.
• Middle Market financial suite of applications functionality, workflows, automated controls, and associated facilitation of data consolidation, reporting, and robust analytics.
• Advanced modeling and Excel skills.
• Complex quantitative and qualitative financial analysis.
• Data-driven insights generation.
• Verbal and written communication.
• Presenting analyses to management.
• Leading and driving initiatives.

Location

• Remote
• Hybrid

Work Type

• Hybrid

Experience Level

• Manager
• 6+ years' experience

Education Level

• Bachelor's degree in accounting, finance or related
• Certified Public Accountant (CPA)
• CMA

Salary/Compensations

• $124,910 to $236,800

About the Company

• 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.
• Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure.
• Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services.
• Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services.
• 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.
• Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.

Equal Opportunity

• 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.