Senior Consultant - Corporate Finance Advisory

Baker Tilly•Frisco, TX
•$86,660 - $164,300

About The Position

Join Baker Tilly as a Senior Consultant in its fast-growing Corporate Finance Advisory team within the Office of the CFO practice. The team helps clients make data-informed decisions through financial analysis, reporting, and strategic guidance tailored to their business goals. Clients range from pre-revenue startups to multinational public corporations across industries including consumer products and retail, manufacturing, technology, life sciences, healthcare, professional services, and financial institutions. The Senior Consultant contributes to developing financial models, reports, and dashboards that inform business decisions, collaborating with experienced professionals on budgeting, forecasting, M&A support, and performance analysis. The role supports high-impact initiatives that help clients grow and enhance enterprise value. Work location status should be discussed with a Baker Tilly talent acquisition professional.

Requirements

  • Bachelor’s degree in finance, accounting, economics, or a related field.
  • 3+ years of relevant experience in finance, consulting, or business advisory.
  • Advanced proficiency in Microsoft Excel, Word, and PowerPoint, with the ability to independently create and manage spreadsheets, reports, and presentations.
  • Excellent analytical, organizational, and communication skills.
  • Familiarity with US GAAP.
  • Eagerness to learn, adapt, and contribute in a dynamic team environment.

Nice To Haves

  • CFA designation or a similar credential, such as CPA, CMA, or MBA-Finance.
  • Public accounting experience.
  • Experience with coding, Power BI, or other FP&A tools.

Responsibilities

  • Support complex financial analysis and modeling engagements, including forecasting business initiatives, evaluating financing alternatives, performing scenario analysis, and assessing cash flows to investors and other stakeholders.
  • Assist in developing forward-looking budgets, rolling forecasts, and performance dashboards, ensuring outputs are accurate, insightful, and aligned with client objectives.
  • Compile, organize, and analyze financial data; improve operational processes to identify performance trends, support scenario planning, and inform client decisions.
  • Conduct research and due diligence for mergers, acquisitions, and other strategic initiatives, including reviewing financial documents and summarizing key findings.
  • Assist in preparing client deliverables, participate in virtual meetings, and ensure high-quality service throughout engagements.
  • Build and maintain financial models to evaluate business performance, assess scenario outcomes, and support decision-making.
  • Collaborate with team members to continually improve tools, processes, and client solutions.
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