Senior Corporate Finance Consultant | M&A & FP&A

Baker Tilly (US); San Francisco (CA); On-site; USD 87,000 - 164,000; Full time

Job summary

Baker Tilly is seeking a Senior Consultant in Corporate Finance Advisory within the Office of the CFO practice in San Francisco. You will help clients make data-driven financial decisions through models, reports, and dashboards.

The role covers budgeting, forecasting, M&A support, and performance analysis for a diverse client base across industries. You will develop financial models, collaborate on client deliverables, and contribute to improved tools and processes while advancing your technical

Qualifications

• Bachelor’s degree in finance, accounting, economics or related field.
• 3+ years in finance, consulting or business advisory.
• CFA, CPA, CMA, or MBA-Finance is a plus.
• Public accounting experience is preferred.
• Familiarity with US GAAP and FP&A tools.

Responsibilities

• Support complex financial analysis and modeling engagements, including forecasting, evaluating financing options, scenario analysis and cash flow assessments.
• Develop forward-looking budgets, rolling forecasts and performance dashboards aligned with client objectives.
• Analyze financial data and improve processes to identify performance trends and inform decisions.
• Conduct due diligence for M&A and strategic initiatives, summarizing key findings.
• Prepare client deliverables and participate in virtual meetings with high-quality service.
• Build and maintain financial models to evaluate performance and support decision-making.
• Collaborate with team to improve tools, processes, and client solutions.

Skills

Excel

Power BI

FP&A tools

Modeling

Communication

Education

Bachelor’s degree in finance, accounting, economics

Tools

MS Office

Job description

Baker Tilly is seeking a Senior Consultant in Corporate Finance Advisory within the Office of the CFO practice in San Francisco. You will help clients make data-driven financial decisions through models, reports, and dashboards.

The role covers budgeting, forecasting, M&A support, and performance analysis for a diverse client base across industries. You will develop financial models, collaborate on client deliverables, and contribute to improved tools and processes while advancing your technical