CFO Advisory Services Principal

Baker Tilly US; Santa Monica (CA); On-site; USD 150,000 - 200,000; Full time

Job summary

Baker Tilly US is seeking a Principal for their CFO Advisory practice, focusing on enhancing financial reporting processes for CFOs and finance leaders. The ideal candidate will have 15+ years of experience, a Bachelor's degree in accounting, and a CPA certification.

This influential role offers leadership opportunities, where you will mentor talented staff and positively impact client profitability. Join a fast-growing advisory CPA firm that values career development and client success.

Qualifications

• 15+ years' experience in public accounting and finance process consulting.
• Strong technical skills with knowledge of U.S. GAAP and SEC reporting.
• Ability to lead and supervise others.

Responsibilities

• Lead engagements in technical accounting and finance operations.
• Work closely with clients to understand their business goals.
• Mentor and support the growth of team members.

Skills

Leadership

Technical accounting support

Interpersonal skills

Project management

Analytical skills

Education

Bachelor's degree in accounting

Master's or advanced degree

Job description

Responsibilities

Are you interested in joining one of the fastest growing advisory CPA firms? If yes, consider joining Baker Tilly (BT) as a Principal focused on CFO Advisory. Our practice helps CFOs, Controllers, and Finance Leaders improve the financial reporting processes to ensure that finance adds value to business operations. The CFO Advisory practice enables finance executives to achieve significant and sustainable performance through technical analysis and process improvement services. You will work side‑by‑side with firm leadership to serve clients and build the business, having a direct impact on the firm’s success. Additionally, you will be a mentor and coach to a group of talented staff, utilizing your expertise to help develop their technical and professional skills.

You Will Enjoy This Role If

• You are looking for an opportunity to be a leader and industry expert to the clients you serve.
• You can see yourself as a trusted business advisor, working face‑to‑face with clients to find creative solutions to complex accounting and business challenges.
• You want to work for a leading CPA advisory firm in high growth mode and want the opportunity to continue building out our clients.
• You want to contribute to your engagement team’s professional growth and develop your own leadership skills to build a career with endless opportunities now and for tomorrow.

What You Will Do

• Lead engagements from technical accounting support, 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.

Qualifications

• Bachelor’s degree in accounting required, master’s or advanced degree desirable.
• CPA required.
• Fifteen (15+) years’ experience with a combination of public accounting, audit, corporate financial accounting, and/or finance process consulting.
• Strong technical skills and a working knowledge of U.S. GAAP and SEC reporting.
• Experience with IPOs and SEC filings a plus.
• History of relationships with private equity firms and their portfolio companies.
• Demonstrated management, analytical, organizational, interpersonal, project management, and communication skills.
• Ability to lead and supervise others, provide exceptional client service, demonstrate commitment to continuous learning, see the "big picture" as well as the details, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of projects.

Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.