CFO Advisory Services Principal

About the Role

Baker Tilly is seeking a Principal to help grow our Office of the CFO Advisory practice. This role is designed for an experienced advisor who combines a deep understanding of high-performing finance organizations with the ability to develop business, drive growth, build client relationships, and lead teams. You will serve as a trusted advisor to executive leadership and help 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.

What You'll 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.

• What We're Looking For

• 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.