Technical Accounting Senior Manager, CFO Advisory - Financial Services

Overview

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers – New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.

Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.  

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Job Description:

 

OCFO-FS Technical Accounting Senior Manager

Our Purpose:

Our purpose is to build a financial services industry advisory practice for middle market companies whose revenue is between $200 million and $5 billion.  If you have a passion for rallying together to solve complex challenges, then join our dynamic team.  We help clients with life-cycle transactions (IPO, SPAC, merger, divesture), implementation of new accounting standards (US GAAP or IFRS) and regulatory rules, and transform or digitize their finance functions.  If this is you, please reach out to discuss your interest and qualifications.

The opportunity: 

Our Financial Advisory Services (FAS) team is growing exponentially. As a Senior Manager, you will play a key role in achieving our vision Strategy 2030 of becoming the leading middle market advisory firm.  Working across all key financial service sectors, you will develop your career by communicating creative, strategic goals both internally and externally. Our team understands our middle market clients to give them an exceptional client experience in a field where there are no off-the-shelf recommendations.  

Baker Tilly is currently seeking a dynamic and experienced Technical Accounting Senior Manager to join and expand our FAS practice within the Office of the CFO Accounting Advisory practice. This role will specialize in advising clients on complex technical accounting matters, with a strong emphasis on financial services, digital assets, and fintech sectors. The ideal candidate will bring deep expertise in U.S. GAAP, IFRS, and regulatory frameworks, and will serve as a trusted advisor to CFOs, controllers, and finance leaders navigating accounting complexities, transactions, and emerging financial technologies. Our practice helps clients improve their financial reporting processes so finance adds value to business operations. 

Our team has professionals with multi-disciplinary experiences that are drawn upon to assist our clients with practical and hands-on support.  We have senior team members who have served as Chief Financial Officers, Controllers, financial statement auditors, and financial analysts. We are a high performing team that enjoys learning from one another and serving our clients.

Your responsibilities:

• Serve as a senior advisor to clients with technical expertise in financial instruments, derivatives, securitizations, digital assets and other complex accounting issues, including:
  • Consolidation (ASC 810)
  • Revenue Recognition (ASC 606)
  • Leases (ASC 842)
  • Business Combinations (ASC 805)
  • Current Expected Credit Loss (ASC 326)
  • Impairments (ASC 350/360)
  • Share-based payments (ASC 718)
• Lead advisory engagements on accounting policy development, restatements, audit readiness, and financial statement preparation
• Supervise, develop and train junior team members on engagements. Participate actively in the team’s project work (i.e. “roll up your sleeves” and work with the team)
• Interact directly with 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

Successful candidates will have:

• 8+ years' experience in a large accounting firm in audit, financial advisory service line in financial services industry
• Five (5)+ years’ of supervisory experience, mentoring and counseling associates
• Bachelor’s or Master’s degree in a specialized field such as accounting, business, finance or related field – Master’s degree preferred.
• CPA required, CFA or other relevant certifications a plus
• Deep expertise in US GAAP and/or IFRS standards
• Knowledge and ability to use appropriate tools, applications, and accounting and finance concepts to facilitate analysis. Experience with Power BI and/ or Tableau is a plus.
• 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

What we look for: 

• We’re interested in versatile people with the ability to take on new responsibilities and listen to clients to get things done. We’re not just looking for technical accounting experience but broader controllership and operational experience including finance transformation — we’re after genuinely interesting people with the ability to build relationships, negotiate and think in unique and creative news ways. If you’re a confident leader with a curious mind and the ability to solve complex issues, this role is for you.

The pay rate range for this job position is $224,720 to $327,850. Actual compensation is influenced by a variety of relevant factors including but not limited to applicant’s skills, prior experience, qualifications, degrees, professional certifications, work arrangements and geographic location. Baker Tilly offers a comprehensive compensation and benefits package to eligible employees.