Managing Director - CFO Advisory / Accounting

Baker Tilly US; Boston (MA); On-site; USD 300,000 - 520,000; Full time

Job summary

Baker Tilly US is seeking a Managing Director to lead and grow the Financial Advisory Services within the Office of the CFO Accounting Advisory practice. The role concentrates on complex technical accounting, GAAP/IFRS, and financial instruments for private equity clients, serving CFOs and finance leaders.

You will lead engagements from technical accounting support to IPO readiness, guiding teams to deliver high-impact solutions, and expanding client relationships while maintaining

Qualifications

• Bachelor’s or Master’s degree in accounting/finance; CPA/CFA preferred.
• 15+ years of relevant experience in technical accounting advisory, preferably in Big 4 or top-tier consulting.
• Private equity industry experience and proven ability to lead complex engagements.

Responsibilities

• Lead engagements from technical accounting support to IPO readiness and interim CFO advisory.
• Drive client profitability and cross-functional team delivery.
• Build and nurture senior client relationships and expand repeat business.
• Provide guidance on complex accounting matters, regulatory frameworks, and financial instruments.
• Travel as needed to client sites and engagements.

Skills

Leadership

Stakeholder management

Communication

Ambiguity navigation

Education

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

CPA or CFA preferred

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 the private equity industry. 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.

What You Will Do:

• 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

Qualifications:

• Bachelor’s or Master’s degree in a specialized field such as accounting, business, finance or related field – Master’s degree preferred.
• CPA or CFA preferred
• 15+ years of relevant experience and/or technical accounting advisory, Big 4 or top-tier consulting preferred
• 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.
• 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