Senior Manager, CFO Advisory & Financial Strategy

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

Job summary

Baker Tilly US is seeking a Senior Manager to join our CFO Accounting Advisory practice in San Francisco. You will oversee engagements, interact with client executives, and lead cross-functional teams to deliver high-impact advisory services.

The role requires 8+ years in a large accounting firm, 5+ years of supervisory experience, and a CPA. The position focuses on delivering strategic, data-driven insights with a strong client-service orientation.

Qualifications

• 8+ years in a large accounting firm in audit, financial advisory or transaction service lines.
• 5+ years of supervisory experience, mentoring associates.
• CPA and a relevant bachelor's degree.

Responsibilities

• Lead engagement oversight and direct client interaction with executives.
• Set deadlines and manage delivery to meet client expectations.
• Drive profitability, billing and collection targets with proper staffing and risk management.
• Interact with senior client personnel and present analyses to management and boards.
• Develop and maintain cross-team relationships and pursue new business opportunities.
• Mentor staff and contribute to attracting and developing talent.

Skills

Leadership

Communication

Financial analysis

Excel modeling

Multitasking

Mentoring

Executive presentations

Education

Bachelor's degree in accounting/finance

CPA

Tools

Excel

Job description

Baker Tilly US is seeking a Senior Manager to join our CFO Accounting Advisory practice in San Francisco. You will oversee engagements, interact with client executives, and lead cross-functional teams to deliver high-impact advisory services.

The role requires 8+ years in a large accounting firm, 5+ years of supervisory experience, and a CPA. The position focuses on delivering strategic, data-driven insights with a strong client-service orientation.