Manager, CFO Advisory – Financial Services

Baker Tilly US

Manager in Financial Services at Baker Tilly overseeing advisory projects to enhance client financial operations. Engaging with CFOs and finance teams for significant performance improvements.

Posted 4/29/2026full-timeSan Francisco • California, New York • 🇺🇸 United StatesMid-LevelSenior💰 $124,910 - $236,800 per yearWebsite

Tech Stack

Tools & technologies

Tableau

About the role

Key responsibilities & impact

Actively participate in projects focused on the following service offerings in financial services: US GAAP Advisory, Business Analytics and Decision Support, Financial Accounting Advisory Services, Transaction Support, Finance transformation, Program/Project Management
Supervise, develop and train staff on engagements.
Participate actively in the team’s work on a project (i.e. “roll up your sleeves” and work with the team)
Interact directly with senior managers and partners on matters related to client and engagement management
Strengthen existing client relationships and developing new business opportunities by providing outstanding client service while also expanding our footprints across other functional areas at clients.
Communicate with business owners, executive management, investors, lenders and other sophisticated parties to ensure delivery of exceptional client service
Be accessible and anticipate client needs, questions, and issues
Invest in professional development through active participation in training sessions and networking events both internally and externally
Assist with recruiting activities to include campus recruiting along with referring experienced individuals to the firm and participating in the firm's Employee Referral Bonus Program
Contribute to firm’s efforts to attract, retain, and develop staff and seniors and act as mentor for other senior & staff
Demonstrate excellent team skills, positive attitude and high ethical standards
Lead by example to positively impact employee morale to help build and maintain our inclusive culture
Set and achieve challenging profitability, billing, and collection objectives consistent with circumstances of the engagement, proper utilization of staff, and attention to risk management
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 or add value to our clients.

Requirements

What you’ll need

6+ years' experience in a large accounting firm in audit, financial advisory service line in financial services industry
Bachelor's degree in accounting, finance or related
Certified public accountant (CPA), or CMA
Knowledge and ability to use appropriate tools, applications, and accounting and finance concepts to facilitate analysis.
Skills with Power BI and/ or Tableau is a plus.
Current US GAAP and/or IFRS advisory knowledge and application
Exposure to Middle Market financial suite of applications, such as QuickBooks, NetSuite, IntAcct, etc. , their functionality, workflows, automated controls, and associated facilitation of data consolidation, reporting, and robust analytics and their relationship to addressing myriad business requirements
High motivation, initiative and positive attitude
Excellent organizational skills with a demonstrated ability to multitask and handle multiple priorities appropriately
Advanced 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.

Benefits

Comp & perks

Professional development opportunities
Employee Referral Bonus Program

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

US GAAPIFRSfinancial analysisadvanced modelingquantitative analysisqualitative analysisdata-driven insightsfinancial accountingtransaction supportfinance transformation

Soft Skills

team skillspositive attitudeorganizational skillsmultitaskingcommunicationleadershipmentoringclient serviceinitiativeaccessibility

Certifications

Certified Public Accountant (CPA)Certified Management Accountant (CMA)