Senior Manager, CFO Advisory – Financial Services

Baker Tilly US

Senior Manager in CFO Advisory at Baker Tilly providing leadership and communication to solve financial or accounting problems. Collaborating with managers and partners to enhance business processes in client organizations.

Posted 4/29/2026full-timeSan Francisco • California, New York • 🇺🇸 United StatesSenior💰 $179,850 - $340,970 per yearWebsite

About the role

Key responsibilities & impact

Lead efforts to achieve client satisfaction through engagement oversight and interaction with client executives and engagement sponsors
Be accessible and anticipate client needs, questions, and issues
Schedule internal and external deadlines to meet client expectations for delivery
Interact at the highest levels of client organizations
Resourceful at gaining exposure to client activities offering potential for application of firm services
Display broad understanding of activities and interests of other disciplines and play pivotal role in gaining client interest
Establish record of gaining client use of wide range of firm services
Set and achieve challenging profitability, billing, and collection objectives consistent with circumstances of the engagement, proper utilization of staff, and attention to risk
Handle heavy load, including complex/demanding clients
Achieve high visibility for delivery of quality services in both routine and complex situations requiring innovation while being sought out as consulting resource
Understand firm’s strategy, practice areas, and service offerings and participate in proposals and presentations leading to new engagements
Create opportunities to gain new clients
Develop and maintain relationships with colleagues in the office, other service lines, and engagement/project teams
Regularly look for opportunities, recommendations, and additional firm services that could benefit client
Play major role in implementation of technical/industry/functional programs while being acknowledged as an expert in the firm
Lead by example to positively impact employee morale
Contribute to firm’s efforts to attract, retain, and develop staff and managers and act as mentor for other managers and senior staff
Attains positions of leadership in designated business/professional organizations providing advantageous new business opportunities

Requirements

What you’ll need

Eight (8+) years' experience in a large accounting firm in audit, financial advisory or transaction service lines
Five (5)+ years’ of supervisory experience, mentoring and counseling associates
Relevant bachelor’s degree in accounting, finance or related
Certified public accountant (CPA)
High motivation, initiative and positive attitude
Excellent organizational skills with a demonstrated ability to multitask and handle multiple priorities appropriately
Intermediate modeling and excel skills, experience conducting complex quantitative and qualitative financial analysis and ability to generate data-driven insights
Ability to work autonomously, to meet tight deadlines, and to thrive in a fast paced environment with shifting priorities
Excellent verbal and written communication, experience presenting analyses to management and ability to lead and drive initiatives
Ability to work effectively and thrive in a team environment with all levels of client personnel in various industries
Ability to comfortably interact with senior level client personnel, including supporting the preparation of and participating in executive briefings, board meetings, and investor presentations

Benefits

Comp & perks

🌐 Worldwide ❌ Jobs You've Hidden ⭐️ Saved Jobs ✅ Applied Jobs ✉️ Email Alerts 👤 Account Baker Tilly US Website LinkedIn All Job Openings 5001 - 10000 employees 💸 Finance 🏢 Enterprise Finance
Consulting
Enterprise Baker Tilly US is a professional services firm offering accounting, assurance, tax, and business advisory services. The company provides a wide range of services, including cybersecurity, artificial intelligence consulting, ESG and sustainability advisory, and risk advisory. Baker Tilly serves numerous industries such as construction, energy, healthcare, higher education, and real estate by offering industry-specific insights and solutions. It is also part of the Baker Tilly International network, the 10th largest accountancy and advisory network globally. Senior Manager, CFO Advisory – Financial Services 🔥 1 hour ago 🏢🏡 San Francisco – Hybrid 💵 $179.8k - $341k / year ⏰ Full Time 🟠 Senior 💸 Financial Planning and Analysis (FP&A) 🦅 H1B Visa Sponsor Apply Now Find Hiring Managers Customize resume for this job Report problem ☆ Save ☑️ Mark as applied ❌ Hide 📋 Description
Lead efforts to achieve client satisfaction through engagement oversight and interaction with client executives and engagement sponsors
Be accessible and anticipate client needs, questions, and issues
Schedule internal and external deadlines to meet client expectations for delivery
Interact at the highest levels of client organizations
Resourceful at gaining exposure to client activities offering potential for application of firm services
Display broad understanding of activities and interests of other disciplines and play pivotal role in gaining client interest
Establish record of gaining client use of wide range of firm services
Set and achieve challenging profitability, billing, and collection objectives consistent with circumstances of the engagement, proper utilization of staff, and attention to risk
Handle heavy load, including complex/demanding clients
Achieve high visibility for delivery of quality services in both routine and complex situations requiring innovation while being sought out as consulting resource
Understand firm’s strategy, practice areas, and service offerings and participate in proposals and presentations leading to new engagements
Create opportunities to gain new clients
Develop and maintain relationships with colleagues in the office, other service lines, and engagement/project teams
Regularly look for opportunities, recommendations, and additional firm services that could benefit client
Play major role in implementation of technical/industry/functional programs while being acknowledged as an expert in the firm
Lead by example to positively impact employee morale
Contribute to firm’s efforts to attract, retain, and develop staff and managers and act as mentor for other managers and senior staff
Attains positions of leadership in designated business/professional organizations providing advantageous new business opportunities 🎯 Requirements
Eight (8+) years' experience in a large accounting firm in audit, financial advisory or transaction service lines
Five (5)+ years’ of supervisory experience, mentoring and counseling associates
Relevant bachelor’s degree in accounting, finance or related
Certified public accountant (CPA)
High motivation, initiative and positive attitude
Excellent organizational skills with a demonstrated ability to multitask and handle multiple priorities appropriately
Intermediate modeling and excel skills, experience conducting complex quantitative and qualitative financial analysis and ability to generate data-driven insights
Ability to work autonomously, to meet tight deadlines, and to thrive in a fast paced environment with shifting priorities
Excellent verbal and written communication, experience presenting analyses to management and ability to lead and drive initiatives
Ability to work effectively and thrive in a team environment with all levels of client personnel in various industries
Ability to comfortably interact with senior level client personnel, including supporting the preparation of and participating in executive briefings, board meetings, and investor presentations Apply Now 📊 Check your resume score for this job Improve your chances of getting an interview by checking your resume score before you apply. Check Resume Score Similar Jobs Strategic Finance, GTM 🔥 19 hours ago Baseten 11 - 50 🤖 Artificial Intelligence ☁️ SaaS 🏢 Enterprise Website LinkedIn All Job Openings Strategic Finance lead partnering with Sales and Marketing in an AI startup. Own revenue forecasting, capacity planning, and sales compensation design in a fast-paced environment. 🏢🏡 San Francisco – Hybrid 💵 $190k - $210k / year 💰 $8M Seed Round on 2022-04 ⏰ Full Time 🟠 Senior 🔴 Lead 💸 Financial Planning and Analysis (FP&A) 🦅 H1B Visa Sponsor Associate Director, Strategic Finance 🕒 Yesterday Airwallex 1001 - 5000 💳 Fintech 💸 Finance Website LinkedIn All Job Openings Senior leader in Strategic Finance at Airwallex driving financial strategy and influencing company-wide decisions. Collaborating with executive leadership and overseeing high-impact initiatives in financial planning. 🏢🏡 San Francisco – Hybrid 💵 $165k - $225k / year ⏰ Full Time 🟠 Senior 💸 Financial Planning and Analysis (FP&A) 🦅 H1B Visa Sponsor Manager, Strategic Finance 🕒 Yesterday Airwallex 1001 - 5000 💳 Fintech 💸 Finance Website LinkedIn All Job Openings Manager, Strategic Finance overseeing Airwallex’s financial trajectory and strategic decisions. Collaborating with senior leaders on performance tracking and resource allocation in a hybrid role. 🏢🏡 San Francisco – Hybrid 💵 $140k - $180k / year ⏰ Full Time 🟡 Mid-level 🟠 Senior 💸 Financial Planning and Analysis (FP&A) 🦅 H1B Visa Sponsor Infrastructure Finance Lead 🕒 Yesterday Baseten 11 - 50 🤖 Artificial Intelligence ☁️ SaaS 🏢 Enterprise Website LinkedIn All Job Openings Infrastructure Finance Lead managing compute spend at Baseten, an AI platform for developers. Collaborating with finance and technical teams to optimize production costs. 🏢🏡 San Francisco – Hybrid 💵 $190k - $210k / year 💰 $8M Seed Round on 2022-04 ⏰ Full Time 🟠 Senior 💸 Financial Planning and Analysis (FP&A) 🦅 H1B Visa Sponsor GTM Strategic Planning Analyst 🕒 Yesterday OpenAI 201 - 500 🤖 Artificial Intelligence ☁️ SaaS 🏢 Enterprise Website LinkedIn All Job Openings GTM Strategic Planning Analyst at OpenAI shaping how revenue organization plans. Translating financial goals into actionable targets and driving performance analyses, linking strategy with execution. 🏢🏡 San Francisco – Hybrid 💵 $189k - $210k / year ⏰ Full Time 🟡 Mid-level 🟠 Senior 💸 Financial Planning and Analysis (FP&A) 🦅 H1B Visa Sponsor View More Financial Planning and Analysis (FP&A) Jobs 🌐 Worldwide Built by Lior Neu-ner. I'd love to hear your feedback — Get in touch via DM or support@remoterocketship.com Search Search Jobs by country Search jobs by city Search jobs by job title Search entry-level jobs Search junior-level jobs Search senior-level jobs Search jobs by tech stack Search jobs by contract type Search remote internships Search remote part-time jobs Remote jobs Anywhere in the World Companies Hiring Anywhere in the World Companies Hiring Sales People Anywhere in the World Companies Hiring Software Engineers Anywhere in the World Resources Advice Tips for finding remote jobs Interview questions and answers Resume examples Cover letter examples Post a job Affiliates Privacy policy Terms of service Job board SEO course AI Apply Copilot OpenClaw job finder Jobs by Country Remote jobs anywhere in the world (Worldwide remote jobs) Remote jobs United States Remote jobs Australia Remote jobs Brazil Remote jobs Canada Remote jobs France Remote jobs Ireland Remote jobs Germany Remote jobs Netherlands Remote jobs Spain Remote jobs UK Popular Jobs Remote data analyst jobs Remote customer support jobs Remote executive assistant jobs Remote marketing jobs Remote product designer jobs Remote product manager jobs Remote project manager jobs Remote recruiter jobs Remote sales jobs Remote software engineer jobs Jobs by Type Remote full-time jobs Remote part-time jobs Remote contract jobs Remote internship jobs Remote entry-level jobs Remote jobs with no experience required Remote junior jobs (1-3 years of experience) Digital nomad jobs Remote jobs with no degree required Freelance remote jobs Temporary remote jobs Remote jobs hiring now Stay at home mom jobs

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

financial analysisquantitative analysisqualitative analysismodelingExcelauditfinancial advisorytransaction servicesdata-driven insightsmultitasking

Soft Skills

client satisfactionleadershipmentoringcommunicationorganizational skillsinitiativepositive attitudeautonomyteamworkproblem-solving

Certifications

Certified Public Accountant (CPA)