Principal and Chief Financial Officer

Baker Tilly•San Diego, CA

About The Position

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 – New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) 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 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. 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. Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.

Requirements

Bachelor's degree required; Accounting, Finance, Business Administration focus strongly preferred; MBA and/or CPA preferred.
13+ years of progressive financial leadership experience, including executive-level responsibility.
Proven experience leading complex finance organizations within large or rapidly growing organizations.
Strong knowledge of financial reporting, accounting principles, internal controls, and corporate finance.
Demonstrated success partnering with executive leadership to develop and execute business strategy.
Strong understanding of financial systems, business intelligence, and data analytics.
Excellent communication, executive presence, and ability to influence across all levels of the organization.

Nice To Haves

Experience supporting mergers, acquisitions, integrations, and large-scale organizational transformation is preferred.

Responsibilities

Develop and execute the organization's financial strategy in alignment with corporate objectives.
Serve as a strategic advisor to the CEO and senior leadership team on financial performance, business planning, investments, and growth opportunities.
Lead all finance functions.
Direct the annual budgeting, forecasting, and long-range financial planning processes.
Oversee financial reporting, ensuring compliance with regulatory requirements, and internal governance standards.
Drive financial analysis and provide actionable insights to support strategic decision-making and operational performance.
Establish and monitor key financial and operational performance metrics across the organization.
Ensure effective internal controls and compliance with applicable laws, regulations, and company policies.
Partner with business leaders to evaluate investments, acquisitions and other strategic initiatives.
Lead due diligence and financial integration activities related to mergers, acquisitions, and other transactions.
Develop and mentor a high-performing finance organization while fostering a culture of accountability, collaboration, and continuous improvement.
Champion process improvement, automation, and technology initiatives that enhance financial operations and decision-making.