Technical Accounting Senior Manager, CFO Advisory - Financial Services

Technical Accounting Senior Manager, OCFO-FS

Baker Tilly is a leading advisory, tax and assurance firm serving clients coast‑to‑coast and globally, with a strong focus on the financial services industry.

As a Senior Manager in our Office of the CFO Accounting Advisory practice, you will specialize in advising clients on complex technical accounting matters, with a strong emphasis on financial services, digital assets, and fintech sectors. Your expertise will guide CFOs, controllers, and finance leaders through accounting complexities, transactions, and emerging financial technologies.

• Serve as a senior advisor to clients on technical accounting issues such as financial instruments, derivatives, securitizations, and digital assets, 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 team project work and collaborate directly with partners on client and engagement management.
• Strengthen existing client relationships and develop new business opportunities by providing outstanding client service and expanding across other functional areas.
• Communicate with business owners, executive management, investors, lenders and other sophisticated parties to ensure delivery of exceptional client service.
• Anticipate client needs, questions, and issues, and be accessible to clients.
• Invest in professional development through active participation in training sessions and networking events.
• Assist with recruiting activities, including campus recruiting and employee referral programs.
• Contribute to firm’s talent efforts by mentoring senior and staff associates.
• Demonstrate excellent team skills, positive attitude, and high ethical standards.
• Lead by example to positively impact employee morale and contribute to an inclusive culture.
• Set and achieve profitability, billing, and collection objectives while managing risk.
• Develop and maintain relationships with colleagues across the office, service lines, and project teams.
• Identify opportunities to add value to clients through additional firm services.

• 8+ years’ experience in a large accounting firm’s audit or financial advisory service line focused on the financial services industry.
• 5+ years of supervisory experience mentoring and counseling associates.
• Bachelor’s or Master’s degree in accounting, business, finance, or a related field – Master’s preferred.
• CPA required; CFA or other relevant certifications a plus.
• Deep expertise in US GAAP and/or IFRS standards.
• Proficiency in accounting and finance tools and concepts to facilitate analysis.
• Experience with Power BI or Tableau is a plus.
• High motivation, initiative, and positive attitude.
• Excellent organizational skills with the ability to multitask and handle multiple priorities.
• Advanced modeling and Excel skills, with experience conducting complex quantitative and qualitative financial analysis and generating data‑driven insights.
• Strong ability to work autonomously, meet tight deadlines, and thrive in a fast‑paced environment.
• Excellent verbal and written communication skills, with experience presenting analyses to management and leading initiatives.
• Ability to collaborate effectively with all levels of client personnel across various industries.
• Comfortable interacting with senior client personnel, including supporting executive briefings.

• Versatile professionals who can take on new responsibilities and listen to clients to get things done.
• Technical accounting experience combined with broader controllership and operational experience, including finance transformation.
• Strong relationship‑building, negotiation, and creative problem‑solving skills.
• Confident leaders with a curious mind and the ability to solve complex issues.

The pay rate range for this position is $224,720 to $327,850, influenced by relevant factors such as skills, experience, and location. Baker Tilly offers a comprehensive compensation and benefits package to eligible employees.

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.