Senior Finance Consultant, Corporate Advisory

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

Job summary

Baker Tilly Advisory Group, LP in San Francisco seeks a Senior Consultant in Corporate Finance Advisory. You will develop financial models, dashboards, and reports to guide budgeting, forecasting, and strategic decisions for diverse clients from startups to global firms.

Working with a seasoned team, you’ll perform M&A support, profitability analysis, and scenario planning, delivering client-ready deliverables and insights that drive enterprise value.

Qualifications

• Bachelor's degree in finance, accounting, economics, or related field.
• 3+ years of finance, consulting, or advisory experience.
• CFA designation, or similar credential (e.g., CPA, CMA, MBA-Finance), is a plus.
• Familiarity with US GAAP.
• Experience with FP&A tools is a plus.

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

Financial modeling

Budgeting & forecasting

Data visualization

Communication skills

Education

Bachelor's degree in finance or accounting

Tools

Power BI

Excel

PowerPoint

Word

Job description

Baker Tilly Advisory Group, LP in San Francisco seeks a Senior Consultant in Corporate Finance Advisory. You will develop financial models, dashboards, and reports to guide budgeting, forecasting, and strategic decisions for diverse clients from startups to global firms.

Working with a seasoned team, you’ll perform M&A support, profitability analysis, and scenario planning, delivering client-ready deliverables and insights that drive enterprise value.