Senior Consultant - Corporate Finance Advisory

Baker Tilly; San Francisco (CA); Presencial; USD 87.000 - 164.000; Jornada completa

Descripción de la vacante

Baker Tilly is seeking a Senior Consultant for its Corporate Finance Advisory team in San Francisco. You will develop financial models, run analyses, create dashboards, and support budgeting, forecasting, and M&A activities for a diverse client base across industries.

Ideal candidates bring 3+ years in finance or advisory, a finance/accounting degree, strong Excel and Power BI skills, and familiarity with US GAAP. CFA/CPA/MBA-Finance are a plus; public accounting experience is preferred.

Formación

• Bachelor’s degree in finance, accounting, economics, or a related field.
• 3+ years of relevant experience in finance, consulting, or business advisory.
• Familiarity with US GAAP.
• Public Accounting experience is preferred.
• Experience with coding, Power BI, or other FP&A tools is a plus.

Responsabilidades

• 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.

Conocimientos

Financial analysis

Forecasting

Data visualization

Financial modeling

Excel expertise

Client communication

Educación

Bachelor’s degree in finance, accounting, economics, or related field

Herramientas

Microsoft Excel

Power BI

PowerPoint

Descripción del empleo

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.

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:

Responsibilities

Join Baker Tilly as a Senior Consultant in our fast-growing Corporate Finance Advisory team within the Office of the CFO practice. We help clients make confident, data-informed decisions through insightful financial analysis, dynamic reporting, and strategic guidance tailored to their business goals. Our team supports a diverse client base – from pre-revenue startups to multinational public corporations – across industries including consumer products and retail, manufacturing, technology, life sciences, healthcare, professional services, financial institutions, and more.

As a Senior Associate, you’ll contribute to the development of financial models, reports, and dashboards that inform critical business decisions. You’ll collaborate with experienced professionals on projects involving budgeting, forecasting, M&A support, and performance analysis – delivering insights that shape client strategy and enhance operations. This is a great opportunity to build your technical and consulting skills while working on high-impact initiatives that help clients grow and enhance enterprise value.

• 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.

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.

Additional Information

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.