Managing Director - CFO Advisory / Accounting

Baker Tilly US; Tewksbury (MA); On-site; USD 216,000 - 409,000; Full time

Benefits offered by this job

Competitive compensation

Flexible work environment

Job summary

Baker Tilly US is seeking a Managing Director to lead and grow our Financial Advisory Services within the Office of the CFO Accounting Advisory practice. The role focuses on complex technical accounting matters and financial instruments for private equity clients, with strong US GAAP and IFRS expertise.

You will guide engagements, build senior client relationships, and drive profitable operations across the advisory portfolio.

Qualifications

• Bachelor’s or Master’s degree in accounting, business, finance or related field.
• 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.
• Ability to travel overnight as necessary.

Responsibilities

• Lead engagements from technical accounting support, and audit, transaction, and IPO readiness, to interim CFO support and enhanced 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 to understand business goals and objectives.
• Provide valuable guidance and business recommendations.
• Deliver business insight through review, analysis, and discussion.
• Manage cross-functional teams to deliver engagements and ensure client profitability targets are met.
• Utilize entrepreneurial skills to network and build relationships to acquire new repeat sources, clients, projects, and revenue.
• Invest in professional development and contribute to firm-wide learning.
• Support growth and development of team members.

Skills

Leadership

Communication

Presentation

Stakeholder management

Business development

Networking

Education

Bachelor's or Master's degree

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

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.