CFO Advisory Practice Leader

Baker Tilly US; Boston (MA); On-site; USD 250,000 - 380,000; Full time

Job summary

Baker Tilly US is seeking a Principal to help grow our Office of the CFO (OCFO) Advisory practice. The role is designed for an experienced advisor, auditor, consultant, or finance leader who can develop business, drive growth, and build client relationships while leading high-performing teams.

You will oversee OCFO engagements, advise CFOs and PE sponsors, and guide finance transformation, reporting modernization, and strategic transactions.

Qualifications

• Bachelor’s degree in Accounting, Finance, or related field.
• CPA preferred; CFA, MBA, or other relevant credentials are a plus.
• 15+ years of experience across audit, accounting advisory, consulting, transaction advisory, and/or Office of the CFO services.

Responsibilities

• Lead and oversee Office of the CFO engagements across a variety of 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 capable of supporting growth, increasing complexity, and evolving stakeholder expectations.
• Lead client engagements involving technical accounting, financial reporting, SEC reporting, and IPO readiness when needed.
• Deliver insights and recommendations that 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 while ensuring exceptional client service and successful project execution.
• Mentor, coach, and develop team members, fostering a culture of collaboration, continuous learning, and professional growth.

Skills

Executive relationships

Business development

Leadership

Project management

Client engagement

Education

Bachelor's degree

CPA

MBA

Advanced degree

Job description

Baker Tilly US is seeking a Principal to help grow our Office of the CFO (OCFO) Advisory practice. The role is designed for an experienced advisor, auditor, consultant, or finance leader who can develop business, drive growth, and build client relationships while leading high-performing teams.

You will oversee OCFO engagements, advise CFOs and PE sponsors, and guide finance transformation, reporting modernization, and strategic transactions.