Principal, CFO Advisory
Core
Trusted advisor to CFOs and finance leaders to strengthen finance organizations, enhance accounting leadership effectiveness, and build capabilities for growth and strategic transactions.
Role type
Principal, CFO Advisory (Strategy & Business Development)
Builds
High-performing finance organizations, modernized reporting systems, and strategic transaction support
Domain
Professional Services / Financial Advisory / Accounting
Deliverable
client delivery
Required skills
Finance transformation, technical accounting, financial reporting, SEC reporting, IPO readiness, M&A advisory, business development, team leadership, stakeholder management
Preferred skills
Experience with private equity sponsors, portfolio company executives, rapid growth environments, integrations, divestitures, carve-outs
Technologies
None explicitly stated
Responsibilities
Lead and oversee Office of the CFO engagements across various industries; 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; 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
