Managing Director - CFO Accounting Advisory

Baker Tilly Advisory Group, LP; Irvine (CA); On-site; USD 216,000 - 409,000; Full time

Benefits offered by this job

Competitive compensation

Flexible work environment

Job summary

Baker Tilly Advisory Group, LP in Irvine, CA, seeks a dynamic Managing Director to lead and expand our Financial Advisory Services within the Office of the CFO Accounting Advisory practice. This role concentrates on complex accounting matters, financial instruments, fintech clients, and digital assets, with emphasis on U.S.

GAAP, IFRS, and regulatory guidance. You will advise CFOs and finance leaders, build client relationships, mentor teams, and contribute to business development, thought

Qualifications

• Bachelor’s or Master’s degree in accounting, business, finance or related field; Master’s degree preferred.
• CPA preferred; CFA or other relevant certifications a plus.
• 15+ years of relevant experience in financial services and/or technical accounting advisory.
• Industry experience in financial services, digital assets, fintech.

Responsibilities

• Lead and expand the Financial Advisory Services within the Office of the CFO Accounting Advisory practice.
• Advise on complex topics: ASC 810, ASC 606, ASC 842, ASC 805, ASC 350/360, ASC 718, ASC 815, ASC 825, IFRS 9.
• Mentor teams, manage senior client relationships, and drive business development.

Skills

Financial instruments

Derivatives

Regulatory knowledge

Client relationship management

Leadership

Education

Bachelor’s or Master’s degree in accounting/finance

CPA preferred

Job description

Overview Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. 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 or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.

Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.

Job Description

We are seeking a dynamic and highly experienced Managing Director to lead and expand our Financial Advisory Services (FAS) within the Office of the CFO Accounting Advisory practice. This role will specialize in advising clients on complex technical accounting matters and financial instruments, 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 and finance leaders navigating accounting complexities, transactions, and emerging financial technologies.

Key Responsibilities

• Serve as a senior advisor to clients with deep technical expertise in financial instruments, derivatives, securitizations, digital assets and complex accounting issues
• Lead and deliver advisory engagements on complex accounting topics including: Consolidations (ASC 810) Revenue Recognition (ASC 606) Leases (ASC 842) Business Combinations (ASC 805) Impairments (ASC 350/360) Share-based payments (ASC 718)
• Advise clients on classification, measurement, and disclosure of financial instruments under ASC 815, ASC 825, and IFRS 9
• Lead and deliver advisory engagements involving: Derivatives and hedge accounting Fair value measurements (ASC 820) Structured products, securitizations, and loan accounting CECL implementation and modeling (ASC 826)
• Advise on accounting policy development, restatements, and remediation of material weaknesses
• Build and grow client relationships with financial institutions, fintech’s, asset managers, and exchanges
• Build and maintain strong relationships with CFOs, Controllers, and Audit Committees.
• Drive thought leadership in emerging accounting topics, including evolving FASB and SEC guidance
• Stay abreast of regulatory developments (SEC, FASB, IASB, Basel III, etc.) and emerging technologies impacting financial reporting
• Lead, mentor, and grow high-performing teams; foster a culture of innovation and technical excellence
• Support business development, proposals, and go-to-market strategies for financial services and technical accounting services
• Collaborate cross-functionally with tax, risk, valuation, managed services, and technology teams to deliver end-to-end solutions

Qualifications

• Bachelor’s or Master’s degree in a specialized field such as accounting, business, finance or related field – Master’s degree preferred.
• CPA preferred, CFA or other relevant certifications a plus
• 15+ years of relevant experience in financial services and/or technical accounting advisory, Big 4 or top-tier consulting preferred
• Industry experience in financial services (banking, capital markets, asset management, or insurance), digital assets, private equity, or fintech
• Deep expertise in financial instruments and financial services accounting
• 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.
• Ability to work extended hours including evenings and weekends, as well as the ability to travel overnight, as necessary.

Why Join Us

• Lead a rapidly growing, high impact advisory practice
• Influence the future of financial reporting and digital finance
• Collaborate with innovative clients across traditional and emerging sectors
• Competitive compensation and flexible work environment

The compensation range for this role is $215,950 to $409,420. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. 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 or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.

Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.

If you have a special request or need that requires accommodations to fully participate in interviewing or onboarding, please submit your request using the "Contact Us" feature on our Careers page. A member of our People Solutions team will follow up with you to discuss your specific needs.