Senior Manager, CFO Advisory & Financial Strategy

Baker Tilly Advisory Group, LP; San Francisco (CA); On-site; USD 180,000 - 341,000; Full time

Job summary

Baker Tilly Advisory Group, LP is seeking a Senior Manager for the CFO Accounting Advisory practice in a growth-focused role. You will lead engagements, manage client relationships, and coordinate cross-functional teams to solve finance and accounting challenges.

The role emphasizes senior client interaction, budgeting, and business development initiatives to win new engagements while mentoring staff and maintaining high-quality service.

Qualifications

• Eight or more years in a large accounting firm in audit, financial advisory or transaction services.
• Five or more years of supervisory experience with mentoring and counseling staff.
• CPA certification and strong technical/analytic skills.
• Ability to multi-task, manage budgets, and lead engagements.

Responsibilities

• Lead engagement oversight and client interaction to ensure satisfaction.
• Develop proposals, scope engagements, and pursue new opportunities.
• Mentor managers and staff; drive team morale and performance.
• Manage profitability, billing, and risk across engagements.

Skills

Leadership

Communication

Project management

Team building

Client management

Financial analysis

Excel skills

Education

Bachelor's degree in accounting, finance or related

CPA

Job description

Baker Tilly Advisory Group, LP is seeking a Senior Manager for the CFO Accounting Advisory practice in a growth-focused role. You will lead engagements, manage client relationships, and coordinate cross-functional teams to solve finance and accounting challenges.

The role emphasizes senior client interaction, budgeting, and business development initiatives to win new engagements while mentoring staff and maintaining high-quality service.