CFO Advisory MD: PE & IPO Readiness Leader

Baker Tilly US; New York (NY); On-site; USD 216,000 - 409,000; Full time

Benefits offered by this job

Competitive compensation

Flexible work environment

Career growth opportunities

Travel opportunities

Job summary

Baker Tilly US is seeking a Managing Director to lead and expand our Financial Advisory Services within the Office of the CFO Accounting Advisory practice. This role focuses on complex technical accounting matters and financial instruments for private equity clients.

The ideal candidate brings deep U.S. GAAP and IFRS expertise, strong client leadership, and the ability to manage senior engagements, cross‑functional teams, and strategic growth initiatives across the firm.

Qualifications

• Bachelor's or Master's degree in accounting, business, finance or related field - Master's degree preferred.
• CPA or CFA preferred.
• 15+ years of relevant experience in technical accounting advisory, Big 4 or top-tier consulting.
• Industry experience in private equity.
• Proven track record of leading complex engagements and managing senior client relationships.
• Excellent communication, presentation, and stakeholder management skills.
• Ability to navigate ambiguity and deliver high-impact solutions in fast paced environments.
• Attention to detail along with a commitment to quality and confidentiality.

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

Skills

Leadership

Client relations

Communication

Strategic growth

Education

Bachelor's or Master's degree in accounting, finance, or related field

CPA or CFA preferred

Job description

Baker Tilly US is seeking a Managing Director to lead and expand our Financial Advisory Services within the Office of the CFO Accounting Advisory practice. This role focuses on complex technical accounting matters and financial instruments for private equity clients.

The ideal candidate brings deep U.S. GAAP and IFRS expertise, strong client leadership, and the ability to manage senior engagements, cross‑functional teams, and strategic growth initiatives across the firm.