Principal – OCFO Advisory 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:

 

Are you interested in joining one of the fastest-growing advisory practices in the country?

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.

Our OCFO Advisory practice partners with CFOs, finance leaders, private equity sponsors, and portfolio company executives to strengthen finance organizations, enhance the effectiveness of accounting and finance leadership, and build the organizational capabilities required to support growth. Clients rely on us to modernize and elevate the Office of the CFO, improve reporting and decision support, navigate critical business events, and position finance organizations to operate more strategically and at greater scale. We support clients across the business lifecycle, including periods of rapid growth, acquisitions, divestitures, integrations, finance transformation initiatives, capital raises, and other strategic transactions.

As a Principal, you will serve as a trusted advisor to executive leadership teams while helping shape the future growth of the practice. You will work closely with firm leadership to expand market presence, deepen client relationships, develop talent, and deliver meaningful outcomes for our clients.

You Will Enjoy This Role If:

• You are energized by helping CFOs and finance leaders strengthen and transform their finance organizations.
• You enjoy building trusted relationships with CFOs, CEOs, boards, private equity sponsors, and portfolio company executives.
• You are entrepreneurial and motivated by developing new business opportunities and growing advisory services.
• You thrive in dynamic environments and enjoy helping organizations navigate growth, transactions, and transformation.
• You are passionate about mentoring professionals and building high-performing teams.
• You enjoy balancing strategic leadership responsibilities with hands-on client engagement.

What You Will Do:

• 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.
• Lead client engagements involving technical accounting, financial reporting, SEC reporting, and IPO readiness when needed.
• 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.

The Ideal Candidate:

The ideal candidate is a proven leader from audit, accounting advisory, consulting, or other client-service environments, or a finance executive with meaningful advisory or consulting experience, who has built trusted relationships with CFOs, finance leaders, and business executives and has a demonstrated track record of developing business and driving growth. They bring a deep understanding of high-performing finance organizations and the evolving role of the Office of the CFO, along with experience leading advisory, consulting, or other client-facing engagements. They have the ability to lead client engagements, mentor teams, and expand advisory relationships. They are comfortable advising executive leadership teams, helping organizations navigate growth and transformation, and delivering meaningful outcomes across complex accounting and finance initiatives.