CFO Advisory Services Principal

Baker Tilly • New York City, NY

2d

About The Position

Baker Tilly is a leading advisory, tax and assurance firm. The CFO Advisory practice enables finance executives to achieve significant and sustainable performance through technical analysis and process improvement services. As a Principal, you will work side-by-side with firm leadership to serve clients and build the business, having a direct impact on the firm’s success. Additionally, you will be a mentor and coach to a group of talented staff, utilizing your expertise to help develop their technical and professional skills. This role offers upward career trajectory, flexibility in how and where you get your work done, and meaningful relationships with clients, teammates, and leadership.

Requirements

• Bachelor's degree in accounting required
• Fifteen (15+) years’ experience with a combination of public accounting, audit, corporate financial accounting, and/or finance process consulting
• Demonstrated success in originating and expanding client relationships, including a track record of achieving revenue growth through business development, cross-selling, and market expansion efforts
• Strong technical skills and a working knowledge of U.S. GAAP and SEC reporting
• Demonstrated management, analytical, organization, interpersonal, project management, communication skills
• Ability to lead and supervise others, provide exceptional client service, demonstrate commitment to continuous learning in order to stay current regarding applicable strategies, 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 the timely completion of projects

Nice To Haves

• master’s or advanced degree desirable
• CPA or CFA preferred
• Experience with IPOs and SEC filings a plus
• History of relationships with private equity firms and their portfolio companies

Responsibilities

• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Principal