Principal - CFO Advisory Services

Baker Tilly US; New York (NY); On-site; USD 120,000 - 180,000; Full time

Job summary

Baker Tilly US in New York seeks a senior finance leader responsible for financial strategy, planning and analysis, financial reports, and managing audits and compliance. You will collaborate with the CEO and executive team to shape the company's financial direction.

The role requires a strong background in finance and management, with hands-on oversight of cash flow, working capital, and regulatory requirements to support strategic growth.

Qualifications

• Experience in developing and presenting financial strategy recommendations.
• Proven ability to support FP&A activities and time-series forecasting.
• Strong track record in producing accurate financial reports and statements.
• Experience overseeing audits and ensuring regulatory compliance.
• Ability to manage cash flow, working capital, and liquidity.

Responsibilities

• Create and present financial and tax strategy recommendations to CEO
• Support the financial planning and analysis efforts
• Oversee cash flow, cash management, working capital, and company audits
• Prepare financial statements and reports
• Ensure legal compliance on all financial functions

Skills

Financial strategy

Financial planning and analysis

Financial reporting

Audits

Compliance

Cash flow management

Job description

The ideal candidate will be responsible for financial strategy, financial planning and analysis, financial reports, company audits, compliance, and bank relationships. They will collaborate with the CEO and the executive team to make decisions regarding company's financial strategy and operations. The candidate will possess a strong background in finance and management.

Responsibilities

• Create and present financial and tax strategy recommendations to CEO
• Support the financial planning and analysis efforts
• Oversee cash flow, cash management, working capital, and company audits
• Prepare financial statements and reports
• Ensure legal compliance on all financial functions