Principal, OCFO Advisory Services

Baker Tilly•Minneapolis, MN

12h

About The Position

Baker Tilly is seeking a Principal to help grow its Office of the CFO (OCFO) Advisory practice. The role is intended for an experienced advisor, auditor, consultant, or finance leader with a deep understanding of high-performing finance organizations and how the Office of the CFO is evolving in response to growth, complexity, and stakeholder expectations. The Principal will develop business, drive growth, build client relationships, and lead high-performing teams. The OCFO Advisory practice works with CFOs, finance leaders, private equity sponsors, and portfolio company executives to strengthen finance organizations, improve accounting and finance leadership, and build capabilities to support growth. Its work includes modernizing the Office of the CFO, improving reporting and decision support, navigating business events, and helping finance organizations operate more strategically and at greater scale. Clients are supported across rapid growth, acquisitions, divestitures, integrations, finance transformations, capital raises, and other strategic transactions. The Principal will advise executive leadership teams while helping shape the practice’s growth. The role works with firm leadership to expand market presence, deepen client relationships, develop talent, and deliver client outcomes. It combines strategic leadership and business development with hands-on client engagement.

Requirements

Bachelor’s degree in Accounting, Finance, or a related field.
15 or more years of experience across audit, accounting advisory, consulting, transaction advisory, and/or Office of the CFO services.
Demonstrated success developing executive-level relationships and originating advisory opportunities with private equity sponsors and portfolio companies, business owners, CFOs, and finance leaders.
Experience supporting clients through acquisitions, integrations, finance transformation initiatives, and value creation programs.
Strong knowledge of finance organizations, controllership, financial reporting, finance transformation, and accounting operations.
Proven success developing, selling, and growing advisory services.
Strong leadership, relationship management, communication, and project management skills.
Ability to operate at strategic and tactical levels while delivering exceptional client service.

Nice To Haves

An advanced degree.
CPA.
CFA, MBA, or other relevant credentials.
Experience with SEC reporting, IPO readiness, or public company environments.

Responsibilities

Lead and oversee Office of the CFO engagements across industries and business environments.
Serve as a trusted advisor to CFOs, finance leaders, private equity firms, and portfolio company management teams.
Lead projects involving finance transformation, process improvement, financial reporting modernization, technical accounting, and systems enablement.
Advise clients through acquisitions, divestitures, carve-outs, integrations, and other strategic transactions.
Support transaction-related activities, including financial due diligence readiness, accounting assessments, integration planning, and post-close execution.
Help clients design, build, and scale high-performing finance organizations to support growth, complexity, and stakeholder expectations.
Lead client engagements involving technical accounting, financial reporting, SEC reporting, and IPO readiness when needed.
Deliver insights and recommendations to improve financial performance, operational effectiveness, and decision-making.
Identify opportunities to expand relationships and deliver additional value across Baker Tilly’s advisory platform.
Develop and execute business development strategies to drive revenue growth, expand client relationships, and increase market presence.
Build relationships with private equity sponsors, investment professionals, attorneys, lenders, and other referral sources.
Lead cross-functional engagement teams, ensuring exceptional client service and successful project execution.
Mentor, coach, and develop team members, fostering collaboration, continuous learning, and professional growth.