Baker Tilly US US | CFO Advisory Services Principal

Responsibilities

• Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.
• This role is designed for an experienced advisor, auditor, consultant, or finance leader who combines a deep understanding of high-performing finance organizations and how the role of the Office of the CFO is evolving in response to growth, complexity, and rising stakeholder expectations with a proven ability to develop business, drive growth, build client relationships, and lead high-performing teams.
• As a Principal, you will serve as a trusted advisor to executive leadership teams while helping shape the future growth of the practice.
• They bring a deep understanding of high-performing finance organizations and the evolving role of the Office of the CFO, along with experience leading advisory, consulting, or other client-facing engagements.
• You will work closely with firm leadership to expand market presence, deepen client relationships, develop talent, and deliver meaningful outcomes for our clients.
• Lead and oversee Office of the CFO engagements across a variety of industries and business environments.
• Serve as a trusted advisor to CFOs, finance leaders, private equity firms, and portfolio company management teams.
• Lead projects involving finance transformation, process improvement, financial reporting modernization, technical accounting, and systems enablement.
• Advise clients through acquisitions, divestitures, carve-outs, integrations, and other strategic transactions.
• Support transaction-related activities, including financial due diligence readiness, accounting assessments, integration planning, and post-close execution.
• Lead client engagements involving technical accounting, financial reporting, SEC reporting, and IPO readiness when needed.
• Deliver insights and recommendations that improve financial performance, operational effectiveness, and decision-making.
• Identify opportunities to expand relationships and deliver additional value across Baker Tilly’s advisory platform.
• Develop and execute business development strategies to drive revenue growth, expand client relationships, and increase market presence.
• Build relationships with private equity sponsors, investment professionals, attorneys, lenders, and other referral sources.
• Lead cross-functional engagement teams while ensuring exceptional client service and successful project execution.
• Mentor, coach, and develop team members, fostering a culture of collaboration, continuous learning, and professional growth.
• Help clients design, build, and scale high-performing finance organizations capable of supporting growth, increasing complexity, and evolving stakeholder expectations.

Qualifications

• 15+ years of experience across audit, accounting advisory, consulting, transaction advisory, and/or Office of the CFO services.
• Demonstrated success developing executive-level relationships and originating advisory opportunities with private equity sponsors and portfolio companies, business owners, CFOs, and finance leaders.
• Experience supporting clients through acquisitions, integrations, finance transformation initiatives, and value creation programs.
• Strong knowledge of finance organizations, controllership, financial reporting, finance transformation, and accounting operations.
• Experience with SEC reporting, IPO readiness, or public company environments is a plus.
• Proven success developing, selling, and growing advisory services.
• Strong leadership, relationship management, communication, and project management skills.
• Ability to operate at both strategic and tactical levels while delivering exceptional client service.

Baker Tilly US, LLP

The firm's roots in the United States go back to 1931, when it began as Virchow, Krause & Company, and the current partnership was organised in 1953. It joined Baker Tilly International in 1999 and took the Baker Tilly name in 2009. It has since grown through mergers with ParenteBeard in 2014 and Squar Milner in 2020, among others. Baker Tilly provides audit and assurance, tax, and advisory services, with a CPA firm handling attest work and a separate advisory group handling tax and consulting.

• Industry: Accounting, tax, assurance and advisory services, including managed accounting services
• Headquarters: Chicago, Illinois, United States (U.S. member firm of Baker Tilly International)