Technical Accounting Senior Manager, CFO Advisory - Financial Services

OCFO-FS Technical Accounting Senior Manager

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.

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.

• 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 (“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 develop 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 and 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

• 8+ years’ experience in a large accounting firm in audit,…