Managing Director - CFO Accounting Advisory
About The Position
Overview Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers – New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. Job Description: Position Overview: We are seeking a dynamic and highly experienced Managing Director to lead and expand our Financial Advisory Services (FAS) within the Office of the CFO Accounting Advisory practice. This role will specialize in advising clients on complex technical accounting matters and financial instruments, with a strong emphasis on the private equity industry. The ideal candidate will bring deep expertise in U.S. GAAP, IFRS, and regulatory frameworks, and will serve as a trusted advisor to CFOs and finance leaders navigating accounting complexities, transactions, and emerging financial technologies.
Requirements
- Bachelor’s or Master’s degree in a specialized field such as accounting, business, finance or related field – Master’s degree preferred.
- CPA required, CFA or other relevant certifications a plus
- 15+ years of relevant experience and/or technical accounting advisory, Big 4 or top-tier consulting preferred
- Industry experience in private equity
- Proven track record of leading complex engagements and managing senior client relationships
- Excellent communication, presentation, and stakeholder management skills
- Ability to navigate ambiguity and deliver high-impact solutions in fast paced environments
- Attention to detail along with a commitment to quality and confidentiality.
- Ability to work extended hours including evenings and weekends, as well as the ability to travel overnight, as necessary.
Responsibilities
- Lead engagements from technical accounting support, and audit, transaction, and IPO readiness, to supporting the Office of the CFO on an interim basis, and assisting with the design and enhanced performance of financial operations
- Positively impact clients’ financial statements, profitability, and business operations
- Penetrate client engagements in the firm’s primary target industries.
- Proactively engage with clients throughout the year to understand business goals and objectives
- Play an active role in providing valuable guidance and business recommendations
- Deliver business insight through thoughtful review, analysis, and discussion
- Manage cross-functional teams to deliver engagements and ensure client profitability targets are met
- Utilize your entrepreneurial skills to network and build strong relationships internally and externally with the goal of acquiring new repeat referral sources, clients, projects, and revenue
- Invest in your professional development individually and through participation in firm wide learning and development programs
- Support the growth and development of team members, helping associates meet their professional goals
Benefits
- Lead a rapidly growing, high impact advisory practice
- Influence the future of financial reporting and digital finance
- Collaborate with innovative clients across traditional and emerging sectors
- Competitive compensation and flexible work environment
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What This Job Offers
Job Type
Full-time
Career Level
Director
