Senior Associate Financial Advisory Services (OCFO Advisory)

Berkowitz Pollack Brant Advisors + CPAs

United States

On-site

USD 86,660 - 164,300

Full time

14 days+

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Benefits offered by this job

Professional development opportunities

Networking events

Employee Referral Bonus Program

Job summary

A leading accounting firm in the United States is hiring a Senior Consultant for their Financial Advisory Services practice. The role involves enhancing financial reporting processes for clients ranging from emerging growth to publicly traded companies. Candidates should have 2+ years of experience in audit or financial advisory, a Bachelor's degree in accounting or finance, and preferably CPA certification. The compensation ranges from $86,660 to $164,300, influenced by skills and experience.

Qualifications

2+ years’ experience in a large accounting firm in audit, financial advisory.
Knowledge of financial analysis and tools.
Certified Public Accountant (CPA) certification preferred.

Responsibilities

Participate in Finance Performance Improvement projects.
Strengthen client relationships with outstanding service.
Assist in recruiting activities and foster team skills.

Skills

Audit experience

Financial advisory skills

Intermediate Excel skills

Knowledge of Power BI

Excellent communication

Education

Bachelor’s degree in accounting, finance or related field

Tools

QuickBooks

NetSuite

IntAcct

Power BI

Tableau

Job description

Established in 1980, Berkowitz Pollack Brant (BPB) is a certified public accounting firm with a longstanding presence in South Florida and New York. BPB has earned a strong reputation for delivering high-quality tax, assurance, and advisory services and has been consistently recognized among the top 100 accounting firms in the United States.

Effective January 1, 2026, BPB was acquired by and combined with Baker Tilly, a leading global advisory, tax, and assurance firm. During this transition period, the firm operates as Baker Tilly X Berkowitz Pollack Brant, Advisors + CPAs, reflecting our integration into Baker Tilly’s expansive national and global network, enhanced resources, and broad range of opportunities.

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.

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 currently searching for a Senior Consultant to join our Financial Advisory Services practice within the CFO Advisory team. Our practice helps CFOs, Controllers, and Finance Directors 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.

Our clients range from emerging growth companies to publicly traded companies. We serve a wide variety of industries including technology, business services, manufacturing/distribution, energy, real estate, hospitality and retail, and private equity to name a few.

Baker Tilly's CFO Advisory Services team is comprised of practitioners across the country. Our goal is to solve problems or make improvements that will free the finance organization up so that they can focus on growing and improving their overall business.

This practice area has professionals with multi-disciplines and experiences that are drawn upon to assist our clients with very practical and hands‑on support. We have senior team members that have served as Chief Financial Officers, Controllers, financial statement auditors, and financial analysts that are all highly credentialed. It is a high performing team that enjoys learning from one another and serving our clients.

Your immediate responsibilities will be to:

Actively participate in projects focused on the following service offerings:
Finance Performance Improvement
Business Analytics and Decision Support
Transaction Support
Program/Project Management
Participate actively in the team’s work on a project (i.e., "roll up your sleeves" and work with the team)
Interact directly with managers and partners on matters related to client and engagement management
Strengthen existing client relationships by providing outstanding client service
Communicate with business owners, executive management, investors, lenders and other sophisticated parties to ensure delivery of exceptional client service
Invest in professional development through active participation in training sessions and networking events both internally and externally
Assist with recruiting activities to include campus recruiting along with referring experienced individuals to the firm and participating in the firm's Employee Referral Bonus Program
Demonstrate excellent team skills, positive attitude and high ethical standards

Successful candidates will have:

Two (2)+ years’ experience in a large accounting firm in audit, financial advisory service line
Bachelor’s degree in accounting, finance or related field
Certified Public Accountant (CPA) certification preferred
Knowledge and ability to use appropriate tools, applications, and accounting and finance concepts to facilitate analysis. Skills with Power BI and/or Tableau is a plus.
Exposure to Middle Market financial suite of applications, such as QuickBooks, NetSuite, IntAcct, etc., their functionality, workflows, automated controls, and associated facilitation of data consolidation, reporting, and robust analytics and their relationship to addressing myriad business requirements is a plus.
High motivation, initiative and positive attitude
Excellent organizational skills with a demonstrated ability to multitask and handle multiple priorities appropriately
Intermediate modeling and Excel skills, experience conducting complex quantitative and qualitative financial analysis and ability to generate data‑driven insights
Ability to work autonomously, to meet tight deadlines, and to thrive in a fast‑paced environment with shifting priorities
Excellent verbal and written communication
Ability to work effectively and thrive in a team environment
Ability to Travel (approx 25%) and work in a hybrid work environment
The compensation range for this role is $86,660 to $164,300. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.