Manager, Accounting and Financial Advisory Services

Baker Tilly US

Manager in CFO Accounting Advisory practice focusing on financial reporting processes. Helping finance executives improve and achieve sustainable performance through technical analysis and process improvement services.

Posted 7/27/2026full-timeHouston • California, Texas • 🇺🇸 United StatesMid-LevelSenior💰 $124,910 - $236,800 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in GAAP Advisory, Financial Accounting Advisory Services, and Business Analytics, with a strong ability to lead teams and manage client relationships effectively. Proficient in advanced financial analysis, modeling, and the use of financial applications to deliver data-driven insights.

Highest-signal resume keywords

GAAP AdvisoryFinancial Accounting Advisory ServicesCertified Public Accountant (CPA)Advanced Excel SkillsPower BI

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AnalysisModelingQuantitative AnalysisQualitative AnalysisData-Driven InsightsAccounting ConceptsFinancial Suite ApplicationsTransaction SupportProgram ManagementBusiness Analytics

Soft Skills

Team SkillsPositive AttitudeOrganizational SkillsCommunication SkillsMultitasking

Tools & Technologies

Power BITableauQuickBooksNetSuiteIntAcct

Certifications & Qualifications

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

Industry Keywords

Middle MarketClient ManagementEngagement ManagementBusiness DevelopmentEmployee Referral Program

Tech Stack

Tools & technologies

Tableau

About the role

Key responsibilities & impact

Actively participate in projects focused on the following service offerings: GAAP Advisory
Business Analytics and Decision Support
Financial Accounting Advisory Services
Transaction Support
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
Communicate with business owners, executive management, investors, lenders and other sophisticated parties to ensure delivery of exceptional client service
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
Demonstrate excellent team skills, positive attitude and high ethical standards

Requirements

What you’ll need

6+ years' experience in a large accounting firm in audit, financial advisory service line
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 GAAP 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
Ability to Travel (apx 25%) and work in a hybrid work environment

Benefits

Comp & perks

Health insurance
401(k) matching
Flexible work hours
Paid time off
Professional development opportunities