Principal, CFO Advisory

Baker Tilly International; Tewksbury (MA); On-site; USD 150,000 - 200,000; Full time

Job summary

Baker Tilly International in Tewksbury, MA seeks a Principal for CFO Advisory to lead client engagements. Responsibilities include enhancing financial operations for clients and mentoring staff, while driving business growth.

Ideal candidates will have 15+ years of relevant experience, a CPA or CFA, and strong technical skills. The role offers opportunities for leadership and professional growth in a dynamic CPA firm. Join us to impact the future of finance for our clients.

Qualifications

• 15+ years of experience in public accounting, audit, and finance process consulting.
• Strong knowledge of U.S. GAAP and SEC reporting.
• Ability to lead and supervise teams effectively.

Responsibilities

• Lead engagements for CFO advisory and interim support.
• Deliver business insights through analysis and discussion.
• Manage cross-functional teams to meet client profitability targets.

Skills

Technical accounting support

Client relationship management

Audit and transaction advisory

Financial operations design

Education

Bachelor's degree in accounting

CPA or CFA

Master’s or advanced degree

Job description

Principal, CFO AdvisorySkip to main contentWe use cookies to enable necessary site functionality, to provide the best possible user experience, and to tailor future communications. By using this website, you agree to the use of cookies as outlined in Baker Tilly's online Privacy Policy.#Principal, CFO Advisory page is loaded## Principal, CFO AdvisoryApplylocations: USA MA Tewksburytime type: Full timeposted on: Posted Todayjob requisition id: JR106817# **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:**ResponsibilitiesAre 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. If you are invigorated by these exciting challenges, then this could be the right opportunity for you! As one of the fastest growing firms in the nation, BT has the ability to offer you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development.**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 you 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, for tomorrow***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 goalsQualifications* Bachelor's degree in accounting required, master’s or advanced degree desirable* CPA or CFA preferred* 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, organization, interpersonal, project management, communication skills* Ability to lead and supervise others, provide exceptional client service, demonstrate commitment to continuous learning in order to stay current regarding applicable strategies, 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