Senior FP&A Analyst
Baker Tilly US
full-time
Posted on:
Location Type: Office
Location: Tewksbury • Illinois • Massachusetts • United States
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Salary
💰 $86,660 - $164,300 per year
Job Level
About the role
- Join Baker Tilly as a Senior Associate in our fast-growing Corporate Finance Advisory team within the Office of the CFO practice.
- Help clients make confident, data-informed decisions through insightful financial analysis, dynamic reporting, and strategic guidance tailored to their business goals.
- Contribute to the development of financial models, reports, and dashboards that inform critical business decisions.
- Collaborate with experienced professionals on projects involving budgeting, forecasting, M&A support, and performance analysis – delivering insights that shape client strategy and enhance operations.
- Support complex financial analysis and modeling engagements, including forecasting business initiatives, evaluating financing alternatives, performing scenario analysis, and assessing cash flows to investors and other stakeholders.
- Assist in the development of forward-looking budgets, rolling forecasts, and performance dashboards, ensuring outputs are accurate, insightful, and aligned with client objectives.
- Compile, organize, and analyze financial data and improve upon operational processes to assist in identifying performance trends, support with scenario planning, and inform client decision-making.
- Conduct research and due diligence to support mergers, acquisitions, and other strategic initiatives, including reviewing financial documents and summarizing key findings.
- Assist in preparing client deliverables, participating in virtual meetings, and ensuring high-quality service throughout the engagement.
- Build and maintain financial models to evaluate business performance, assess scenario outcomes, and support decision-making.
- Collaborate with team members to continuously improve tools, processes, and client solutions.
Requirements
- Bachelor’s degree in finance, accounting, economics, or a related field.
- 3+ years of relevant experience in finance, consulting, or business advisory.
- CFA designation, or similar credential (e.g., CPA, CMA, MBA-Finance), is a plus.
- Advanced proficiency in Microsoft Excel, Word, and PowerPoint, with the ability to independently create and manage spreadsheets, reports, and presentations.
- Excellent analytical, organizational, and communication skills.
- Familiarity with US GAAP.
- Experience with coding, Power BI, or other FP&A tools is a plus.
- Eagerness to learn, adapt, and contribute in a dynamic team environment.
Benefits
- Health insurance
- 401(k) matching
- Flexible work hours
- Paid time off
- Professional development opportunities
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
financial analysisfinancial modelingbudgetingforecastingperformance analysisscenario analysiscash flow assessmentdata analysisreportingstrategic guidance
Soft Skills
analytical skillsorganizational skillscommunication skillscollaborationadaptabilityproblem-solvingattention to detailclient serviceteamworkinsight generation
Certifications
CFACPACMAMBA-Finance