Senior Consultant — Corporate Finance Advisory

Baker Tilly Advisory Group, LP; Houston (TX); On-site; USD 87,000 - 164,000; Full time

Job summary

Baker Tilly seeks a Senior Consultant for its Corporate Finance Advisory team in the Office of the CFO practice. You will build financial models, perform budgeting and forecasting, and deliver data-informed guidance to diverse clients—from startups to multinational corporations.

This role emphasizes advanced Excel, Power BI, and strong communication as you support M&A, performance analysis, and client deliverables.

Qualifications

• Bachelor's degree in finance, accounting, economics, or a related field.
• 3+ years of relevant experience in finance, consulting, or business advisory.
• CFA designation, or similar credential (e.g., CPA, CMA, MBA-Finance), is a plus.
• Public Accounting experience is preferred.
• Advanced proficiency in Microsoft Excel, Word, and PowerPoint, with the ability to independently create and manage spreadsheets, reports, and presentations.
• Excellent analytical, organizational, and communication skills.
• Familiarity with US GAAP.
• Experience with coding, Power BI, or other FP&A tools is a plus.
• Eagerness to learn, adapt, and contribute in a dynamic team environment.

Responsibilities

• Support complex financial analysis and modeling engagements, including forecasting business initiatives, evaluating financing alternatives, performing scenario analysis, and assessing cash flows to investors and other stakeholders.
• Assist in the development of forward-looking budgets, rolling forecasts, and performance dashboards, ensuring outputs are accurate, insightful, and aligned with client objectives.
• Compile, organize, and analyze financial data and improve upon operational processes to assist in identifying performance trends, support with scenario planning, and inform client decision-making.
• Conduct research and due diligence to support mergers, acquisitions, and other strategic initiatives, including reviewing financial documents and summarizing key findings.
• Assist in preparing client deliverables, participating in virtual meetings, and ensuring high-quality service throughout the engagement.
• Build and maintain financial models to evaluate business performance, assess scenario outcomes, and support decision-making.
• Collaborate with team members to continuously improve tools, processes, and client solutions.

Skills

Financial analysis

Forecasting

Financial modeling

Education

Bachelors in Finance/Accounting

Tools

Power BI

Job description

Baker Tilly seeks a Senior Consultant for its Corporate Finance Advisory team in the Office of the CFO practice. You will build financial models, perform budgeting and forecasting, and deliver data-informed guidance to diverse clients—from startups to multinational corporations.

This role emphasizes advanced Excel, Power BI, and strong communication as you support M&A, performance analysis, and client deliverables.