Senior Corporate Finance Advisor — M&A & Forecasting

Baker Tilly (US); Tewksbury (MA); On-site; USD 87,000 - 164,000; Full time

Job summary

Baker Tilly is seeking a Senior Consultant to join our Corporate Finance Advisory team within the Office of the CFO practice. You will help clients make data-informed decisions through financial analysis, dynamic reporting, and strategic guidance across multiple industries.

You will develop financial models, create reports and dashboards, and contribute to budgeting, forecasting, and performance analysis. This role offers opportunities to work on high-impact engagements and advance your

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.
• 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

Communication skills

Problem solving

Education

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

Tools

Microsoft Excel

PowerPoint

Power BI

FP&A tools

US GAAP

Job description

Baker Tilly is seeking a Senior Consultant to join our Corporate Finance Advisory team within the Office of the CFO practice. You will help clients make data-informed decisions through financial analysis, dynamic reporting, and strategic guidance across multiple industries.

You will develop financial models, create reports and dashboards, and contribute to budgeting, forecasting, and performance analysis. This role offers opportunities to work on high-impact engagements and advance your