Principal, Managed Services - Private Equity

• Lead and scale Baker Tilly’s Fund Accounting & Administration operations within our Asset Management Managed Services practice.
• Drive growth through business development, collaboration with firm leaders, and engagement in industry and alliance networks.
• Translate strategy into execution — defining business plans, measurable milestones, and key performance outcomes.
• Oversee client relationships and act as the senior escalation point for fund managers, CFOs, and investors.
• Deliver excellence in traditional fund administration outputs, including quarterly financials, partner capital statements, NAV calculations, capital calls, and distributions.
• Serve as a subject matter expert in private equity fund structures, capital rebalances, waterfalls, carried interest, and complex fee calculations.
• Advance operational automation by embedding technology, analytics, and AI-native tools into the Fund Services workflow.
• Develop and coach talent — guiding senior managers, managers, and associates to achieve technical mastery and leadership growth.
• Collaborate across service lines (Advisory, Tax, Digital, and Industry teams) to bring integrated solutions to clients.
• Represent the firm as a thought leader and spokesperson at client forums, investor events, and internal strategy sessions.

• Bachelor’s degree in Accounting, Finance, or Business required; CPA and/or MBA preferred.
• 12+ years of progressive experience in fund accounting, fund administration, or asset management operations.
• 10+ years of leadership and team management experience, including recruiting, development, and performance management.
• Proven success building or scaling fund administration or managed services practices.
• Strong command of GAAP for investment funds, complex partnership accounting, and investor allocations.
• Experience with Investran, eFront, Allvue, or equivalent fund accounting systems highly preferred.
• Ability to manage multiple client portfolios while maintaining accuracy, timeliness, and client satisfaction.
• Excellent communication, presentation, and relationship-management skills.
• Strong commercial acumen and comfort working in an evolving, fast-growth environment.
• Willingness to travel occasionally to support clients and firm initiatives.

Demonstrates expertise in Fund Accounting and Administration, with a strong focus on private equity fund structures and GAAP compliance. Proven ability to lead teams, drive business development, and implement operational automation through technology and analytics.

• Fund Accounting
• Fund Administration
• Leadership Experience
• GAAP Compliance
• Investran

• Fund Accounting
• Fund Administration
• Private Equity Fund Structures
• Capital Rebalances
• Waterfalls
• Carried Interest
• Complex Fee Calculations
• NAV Calculations
• Capital Calls
• Distributions

• Communication Skills
• Presentation Skills
• Relationship Management
• Team Development
• Commercial Acumen

• CPA
• MBA

• Asset Management
• Managed Services
• Client Portfolios
• Performance Management
• Business Development

• Investran
• EFront
• Allvue
• AI-Native Tools
• Analytics