Technical Accounting Senior Manager, CFO Advisory - Financial Services

Baker Tilly•New York City, NY

10d

About The Position

Baker Tilly is seeking a dynamic and experienced Technical Accounting Senior Manager to join and expand our Financial Advisory Services (FAS) practice within the Office of the CFO Accounting Advisory practice. This role will specialize in advising clients on complex technical accounting matters, with a strong emphasis on financial services, digital assets, and fintech sectors. The ideal candidate will bring deep expertise in U.S. GAAP, IFRS, and regulatory frameworks, and will serve as a trusted advisor to CFOs, controllers, and finance leaders navigating accounting complexities, transactions, and emerging financial technologies. Our practice helps clients improve their financial reporting processes so finance adds value to business operations. Our team has professionals with multi-disciplinary experiences that are drawn upon to assist our clients with practical and hands-on support. We have senior team members who have served as Chief Financial Officers, Controllers, financial statement auditors, and financial analysts. We are a high performing team that enjoys learning from one another and serving our clients.

Requirements

8+ years' experience in a large accounting firm in audit, financial advisory service line in financial services industry
Five (5)+ years’ of supervisory experience, mentoring and counseling associates
Bachelor's or Master's degree in a specialized field such as accounting, business, finance or related field – Master’s degree preferred.
CPA required
Deep expertise in US GAAP and/or IFRS standards
Knowledge and ability to use appropriate tools, applications, and accounting and finance concepts to facilitate analysis.
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, to meet tight deadlines, and to thrive in a fast-paced environment with shifting priorities
Excellent verbal and written communication, 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

Nice To Haves

CFA or other relevant certifications a plus
Experience with Power BI and/ or Tableau is a plus.

Responsibilities

Serve as a senior advisor to clients with technical expertise in financial instruments, derivatives, securitizations, digital assets and other complex accounting issues, including: Consolidation (ASC 810), Revenue Recognition (ASC 606), Leases (ASC 842), Business Combinations (ASC 805), Current Expected Credit Loss (ASC 326), Impairments (ASC 350/360), Share-based payments (ASC 718)
Lead advisory engagements on accounting policy development, restatements, audit readiness, and financial statement preparation
Supervise, develop and train junior team members on engagements.
Participate actively in the team’s project work (i.e. “roll up your sleeves” and work with the team)
Interact directly with partners on matters related to client and engagement management
Strengthen existing client relationships and developing new business opportunities by providing outstanding client service while also expanding our footprints across other functional areas at clients.
Communicate with business owners, executive management, investors, lenders and other sophisticated parties to ensure delivery of exceptional client service
Be accessible and anticipate client needs, questions, and issues
Invest in professional development through active participation in training sessions and networking events both internally and externally
Assist with recruiting activities to include campus recruiting along with referring experienced individuals to the firm and participating in the firm's Employee Referral Bonus Program
Contribute to firm’s efforts to attract, retain, and develop staff and seniors and act as mentor for other senior & staff
Demonstrate excellent team skills, positive attitude and high ethical standards
Lead by example to positively impact employee morale to help build and maintain our inclusive culture
Set and achieve challenging profitability, billing, and collection objectives consistent with circumstances of the engagement, proper utilization of staff, and attention to risk management
Develop and maintain relationships with colleagues in the office, other service lines, and engagement/project teams
Regularly look for opportunities, recommendations, and additional firm services that could benefit or add value to our clients