Baker Tilly US US | Managing Director - CFO Accounting Advisory

Key responsibilities

• Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.
• 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 financial services, digital assets, and fintech sectors.
• 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.
• Serve as a senior advisor to clients with deep technical expertise in financial instruments, derivatives, securitizations, digital assets and complex accounting issues.
• Advise clients on classification, measurement, and disclosure of financial instruments under ASC 815, ASC 825, and IFRS 9.
• Advise on accounting policy development, restatements, and remediation of material weaknesses.
• Build and grow client relationships with financial institutions, fintech’s, asset managers, and exchanges.
• Build and maintain strong relationships with CFOs, Controllers, and Audit Committees.
• Drive thought leadership in emerging accounting topics, including evolving FASB and SEC guidance.
• Lead, mentor, and grow high-performing teams; foster a culture of innovation and technical excellence.
• Support business development, proposals, and go-to-market strategies for financial services and technical accounting services.
• Collaborate cross-functionally with tax, risk, valuation, managed services, and technology teams to deliver end-to-end solutions.
• Share-based payments (ASC 718)
• Lead a rapidly growing, high impact advisory practice
• Collaborate with innovative clients across traditional and emerging sectors

Qualifications

• 15+ years of relevant experience in financial services and/or technical accounting advisory, Big 4 or top-tier consulting preferred.
• Industry experience in financial services (banking, capital markets, asset management, or insurance), digital assets, private equity, or fintech.
• Deep expertise in financial instruments and financial services accounting.
• 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.

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)