CFO Advisory Services Principal

About the role

Baker Tilly is seeking a Principal to help grow our Office of the CFO (OCFO) Advisory practice. This role is designed for an experienced advisor, auditor, consultant, or finance leader who combines a deep understanding of high-performing finance organizations and how the role of the Office of the CFO is evolving in response to growth, complexity, and rising stakeholder expectations with a proven ability to develop business, drive growth, build client relationships, and lead high-performing teams.

Responsibilities

• Lead and oversee Office of the CFO engagements across a variety of industries and business environments.
• Serve as a trusted advisor to CFOs, finance leaders, private equity firms, and portfolio company management teams.
• Lead projects involving finance transformation, process improvement, financial reporting modernization, technical accounting, and systems enablement.
• Advise clients through acquisitions, divestitures, carve-outs, integrations, and other strategic transactions.
• Support transaction-related activities, including financial due diligence readiness, accounting assessments, integration planning, and post-close execution.
• Help clients design, build, and scale high-performing finance organizations capable of supporting growth, increasing complexity, and evolving stakeholder expectations.
• Deliver insights and recommendations that improve financial performance, operational effectiveness, and decision-making.
• Identify opportunities to expand relationships and deliver additional value across Baker Tilly’s advisory platform.
• Develop and execute business development strategies to drive revenue growth, expand client relationships, and increase market presence.
• Build relationships with private equity sponsors, investment professionals, attorneys, lenders, and other referral sources.
• Lead cross-functional engagement teams while ensuring exceptional client service and successful project execution.
• Mentor, coach, and develop team members, fostering a culture of collaboration, continuous learning, and professional growth.

Qualifications

• Bachelor’s degree in Accounting, Finance, or related field required; advanced degree preferred.
• CPA preferred; CFA, MBA, or other relevant credentials are a plus.
• 15+ years of experience across audit, accounting advisory, consulting, transaction advisory, and/or Office of the CFO services.
• Demonstrated success developing executive-level relationships and originating advisory opportunities with private equity sponsors and portfolio companies, business owners, CFOs, and finance leaders.
• Experience supporting clients through acquisitions, integrations, finance transformation initiatives, and value creation programs.
• Strong knowledge of finance organizations, controllership, financial reporting, finance transformation, and accounting operations.
• Experience with SEC reporting, IPO readiness, or public company environments is a plus.
• Proven success developing, selling, and growing advisory services.
• Strong leadership, relationship management, communication, and project management skills.
• Ability to operate at both strategic and tactical levels while delivering exceptional client service.

Skills

• Deep understanding of high-performing finance organizations and the evolving role of the Office of the CFO.
• Experience leading advisory, consulting, or other client-facing engagements.
• Ability to advise executive leadership teams, help organizations navigate growth and transformation, and deliver meaningful outcomes across complex accounting and finance initiatives.

Benefits

Equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.

Pay

TBD

Schedule

TBD