Managing Director - CFO Accounting Advisory

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.

We are seeking a dynamic and highly experienced Managing Director to lead and expand our Financial Advisory Services (FAS) within the Office of the CFO Accounting Advisory practice. This role will specialize in advising clients on complex technical accounting matters and financial instruments, 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 and finance leaders navigating accounting complexities, transactions and emerging financial technologies.

• Serve as a senior advisor to clients with deep technical expertise in financial instruments, derivatives, securitizations, digital assets and complex accounting issues
• Lead and deliver advisory engagements on complex accounting topics including:
  Consolidations (ASC 810) Revenue Recognition (ASC 606) Leases (ASC 842) Business Combinations (ASC 805) Impairments (ASC 350/360) Share-based payments (ASC 718)
• Advise clients on classification, measurement and disclosure of financial instruments under ASC 815 ASC 825 and IFRS 9
• Lead and deliver advisory engagements involving:
  Derivatives and hedge accounting Fair value measurements (ASC 820) Structured products securitizations and loan accounting CECL implementation and modeling (ASC 826)
• Advise on accounting policy development restatements and remediation of material weaknesses
• Build and grow client relationships with financial institutions fintechs asset managers and exchanges
• Build and maintain strong relationships with CFOs Controllers and Audit Committees
• Drive thought leadership in emerging accounting topics including evolving FASB and SEC guidance
• Stay abreast of regulatory developments SEC FASB IASB Basel III etc and emerging technologies impacting financial reporting
• Lead mentor and grow high-performing teams foster a culture of innovation and technical excellence
• Support business development proposals and go-to-market strategies for financial services and technical accounting services
• Collaborate cross-functionally with tax risk valuation managed services and technology teams to deliver end-to-end solutions

• Bachelor s or Master s degree in a specialized field such as accounting business finance or related field – Master s degree preferred. CPA preferred, CFA or other relevant certifications a plus
• 15+ years of relevant experience in financial services and/or technical accounting advisory Big 4 or top-tier consulting preferred
• Industry experience in financial services banking capital markets asset management or insurance digital assets private equity or fintech
• Deep expertise in financial instruments and financial services accounting
• Proven track record of leading complex engagements and managing senior client relationships
• Excellent communication presentation and stakeholder management skills
• Ability to navigate ambiguity and deliver high-impact solutions in fast paced environments
• Attention to detail along with a commitment to quality and confidentiality
• Ability to work extended hours including evenings and weekends as well as the ability to travel overnight as necessary

• Lead a rapidly growing high impact advisory practice
• Influence the future of financial reporting and digital…