Talent.com
No longer accepting applications
CFO Advisory Services Principal

CFO Advisory Services Principal

Baker Tilly Advisory Group, LPUSA, Massachusetts, Tewksbury
30+ days ago
Job type
  • Full-time
  • Temporary
Job description

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.

Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.

Baker Tilly is an 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.

Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.

Job Description : Responsibilities

Are you interested in joining one of the fastest growing Advisory CPA Firms?

If yes, consider joining Baker Tilly (BT) as a Principal focused on CFO Advisory. Our practice helps CFOs, Controllers, and Finance Leaders improve the financial reporting processes to ensure that finance adds value to business operations. The CFO Advisory practice enables finance executives to achieve significant and sustainable performance through technical analysis and process improvement services. You will work side-by-side with firm leadership to serve clients and build the business, having a direct impact on the firm's success. Additionally, you will be a mentor and coach to a group of talented staff, utilizing your expertise to help develop their technical and professional skills. If you are invigorated by these exciting challenges, then this could be the right opportunity for you! As one of the fastest growing firms in the nation, BT has the ability to offer you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development.

You will enjoy this role if :

  • You are looking for an opportunity to be a leader and industry expert to the clients you serve
  • You can see yourself as a trusted business advisor, working face-to-face with clients to find creative solutions to complex accounting and business challenges
  • You want to work for a leading CPA advisory firm in high growth mode and you want the opportunity to continue building out our clients
  • You want to contribute to your engagement team's professional growth and develop your own leadership skills to build a career with endless opportunities now, for tomorrow

What You Will Do :

  • Lead engagements from technical accounting support, and audit, transaction, and IPO readiness, to supporting the Office of the CFO on an interim basis, and assisting with the design and enhanced performance of financial operations
  • Positively impact clients' financial statements, profitability, and business operations
  • Penetrate client engagements in the firm's primary target industries.
  • Proactively engage with clients throughout the year to understand business goals and objectives
  • Play an active role in providing valuable guidance and business recommendations
  • Deliver business insight through thoughtful review, analysis, and discussion
  • Manage cross-functional teams to deliver engagements and ensure client profitability targets are met
  • Utilize your entrepreneurial skills to network and build strong relationships internally and externally with the goal of acquiring new repeat referral sources, clients, projects, and revenue
  • Invest in your professional development individually and through participation in firm wide learning and development programs
  • Support the growth and development of team members, helping associates meet their professional goals
  • Qualifications

  • Bachelor's degree in accounting required, master's or advanced degree desirable
  • CPA required
  • Fifteen (15+) years' experience with a combination of public accounting, audit, corporate financial accounting, and / or finance process consulting
  • Strong technical skills and a working knowledge of U.S. GAAP and SEC reporting
  • Experience with IPOs and SEC filings a plus
  • History of relationships with private equity firms and their portfolio companies
  • Demonstrated management, analytical, organization, interpersonal, project management, communication skills
  • Ability to lead and supervise others, provide exceptional client service, demonstrate commitment to continuous learning in order to stay current regarding applicable strategies, see the "big picture" as well as the details, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of projects
  • Create a job alert for this search

    Cfo • USA, Massachusetts, Tewksbury

    Related jobs
    • Promoted
    Financial Advisor

    Financial Advisor

    JobotWestborough, MA, US
    Full-time
    This Jobot Job is hosted by : Merwan Zattam.Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume. Salary : $120,000 - $200,000 per year.We are a nationally recog...Show moreLast updated: 30+ days ago
    • Promoted
    OCIO Portfolio Manager

    OCIO Portfolio Manager

    Brown AdvisoryBoston, MA, United States
    Full-time
    Brown Advisory is an independent investment management and strategic advisory firm committed to delivering first-class performance, strategic advice and client service. We are seeking an experienced...Show moreLast updated: 5 days ago
    • Promoted
    Senior Portfolio Manager (Strategic Enterprise Initiatives) - Hybrid

    Senior Portfolio Manager (Strategic Enterprise Initiatives) - Hybrid

    M&T BankBoston, MA, United States
    Full-time
    Engaged in the bank’s most critical & strategic initiatives, leveraging modern delivery approaches.A results-oriented team of 30+ professionals, we provide execution certainty through strong projec...Show moreLast updated: 5 days ago
    • Promoted
    Vice President - Global Fund Services Operations Service Delivery

    Vice President - Global Fund Services Operations Service Delivery

    JPMorganChaseBoston, MA, United States
    Full-time
    Vice President – Global Fund Services Operations Service Delivery • JPMorgan Chase.Join our team and make a significant impact on our client service teams in JPMorgan Chase.You'll have the opportun...Show moreLast updated: 2 days ago
    • Promoted
    Head of Strategic Expense Initiatives & Capabilities

    Head of Strategic Expense Initiatives & Capabilities

    MassMutualBoston, MA, United States
    Full-time
    Head of Strategic Expense Initiatives & Capabilities.Boston, MA, New York, NY or Springfield, MA.We are looking for a Head of Strategic Expense Initiatives & Capabilities to be responsible for lead...Show moreLast updated: 24 days ago
    • Promoted
    CFO / COO

    CFO / COO

    National Grand BankMarblehead, MA, United States
    Full-time
    The CFO / COO is a key member of the executive leadership team, responsible for managing the financial strategy, operational infrastructure, and administrative functions of the bank.This role ensures...Show moreLast updated: 5 days ago
    • Promoted
    RIZE Chief Financial and Operating Officer

    RIZE Chief Financial and Operating Officer

    Mass General Brigham (Enterprise Services)Somerville, MA, United States
    Full-time
    The CFOO leads operational and financial strategy to drive sustainable growth and efficiency.This role oversees financial performance, manages the annual budget, and ensures fiscal responsibility w...Show moreLast updated: 12 days ago
    • Promoted
    Senior Manager, Audit and Advisory Services

    Senior Manager, Audit and Advisory Services

    ManulifeBoston, MA, United States
    Full-time
    About the Audit and Advisory Service.Join Manulife's Audit and Advisory Services team, where we partner with management to strengthen and optimize business processes and controls to successfully ac...Show moreLast updated: 30+ days ago
    • Promoted
    Senior Advisor, Asset Management Compliance

    Senior Advisor, Asset Management Compliance

    Fidelity InvestmentsBoston, MA, United States
    Full-time
    Senior Advisor, Asset Management Compliance.Senior Advisor, Asset Management Compliance - supporting Fidelity's compliance program operations through monitoring of trade activities to ensure invest...Show moreLast updated: 5 days ago
    • Promoted
    • New!
    Financial Operations Training Program

    Financial Operations Training Program

    Year Up UnitedMalden, MA, United States
    Full-time
    Join our transformative job training program designed for young adults looking to enhance their professional skills and launch their careers. This intensive program offers in-classroom skill develop...Show moreLast updated: 18 hours ago
    • Promoted
    Senior Advisor, Asset Management Compliance

    Senior Advisor, Asset Management Compliance

    Soteria Reinsurance Ltd.Boston, MA, United States
    Full-time
    Senior Advisor, Asset Management Compliance page is loaded## Senior Advisor, Asset Management Compliancelocations : Boston, MAtime type : Full timeposted on : Posted Todayjob requisition id : 2...Show moreLast updated: 5 days ago
    • Promoted
    Investment Principal

    Investment Principal

    Partners CapitalBoston, MA, United States
    Full-time
    As a growing firm, we seek new team members who are dynamic and comfortable working in a fast-paced and collaborative environment. Client Portfolio Management (Primary Focus) : .The Investment Princip...Show moreLast updated: 30+ days ago
    • Promoted
    • New!
    Advisor, Finance Operations

    Advisor, Finance Operations

    Massachusetts StaffingBoston, MA, US
    Full-time
    Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial syst...Show moreLast updated: 21 hours ago
    • Promoted
    Director, CFO Services (OPEN TO ALL US LOCATIONS)

    Director, CFO Services (OPEN TO ALL US LOCATIONS)

    Alvarez & MarsalBoston, MA, United States
    Full-time +1
    Director, CFO Services (OPEN TO ALL US LOCATIONS).Director, CFO Services (OPEN TO ALL US LOCATIONS).Director, CFO Services (OPEN TO ALL US LOCATIONS). Director, CFO Services (OPEN TO ALL US LOCATION...Show moreLast updated: 30+ days ago
    • Promoted
    Transaction Advisory Services Partner

    Transaction Advisory Services Partner

    EisnerAmperBoston, MA, United States
    Full-time
    At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact.Whether you're starting out in your career or taking your next step as a seasone...Show moreLast updated: 30+ days ago
    • Promoted
    FINANCE AND ADMINISTRATION ASSOCIATE Pardee School of Global Studies

    FINANCE AND ADMINISTRATION ASSOCIATE Pardee School of Global Studies

    Boston UniversityBoston, MA, United States
    Full-time
    Reporting to the Executive Director of Finance and Administration (Director), the Finance and Administration Associate performs a variety of financial and administrative duties.This position will a...Show moreLast updated: 30+ days ago
    • Promoted
    Senior Manager, Wealth Advisor- Schwab Wealth Advisory

    Senior Manager, Wealth Advisor- Schwab Wealth Advisory

    Charles SchwabBoston, MA, United States
    Full-time
    At Schwab, you’re empowered to make an impact on your career.Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry togeth...Show moreLast updated: 11 days ago
    • Promoted
    Head of Sales - Financial Technology Services

    Head of Sales - Financial Technology Services

    Remote JobsBoston, MA, United States
    Full-time
    Employer Industry : Financial Services.Why consider this job opportunity : .Salary up to $120,000 plus bonuses up to $200,000. Opportunity for career advancement within a leading financial services fir...Show moreLast updated: 2 days ago