Principal, Managed Services - Private Equity

Principal, Managed Services - Private Equity Practice

Lead the evolution of Financial Services at Baker Tilly by managing and growing the Fund Services platform for Private Equity, Venture Capital, Real Estate, and Fund-of-Funds clients.

• Oversee and scale Baker Tilly’s Fund Accounting & Administration operations within the 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 by defining business plans, measurable milestones, and key performance outcomes.
• Manage 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 managers and associates to achieve technical mastery and leadership growth.
• Collaborate across service lines (Advisory, Tax, Digital, and Industry teams) to provide integrated solutions to clients.
• Represent the firm as a thought leader at client forums, investor events, and internal strategy sessions.

• Are passionate about building a next‑generation fund services platform inside a fast‑growing advisory and accounting firm.
• Have mastered the technical depth of fund accounting and want to combine it with strategic leadership and innovation.
• Excel at business development and relationship building with asset managers, fund administrators, and investors.
• Enjoy mentoring high‑performing teams and fostering a culture of continuous learning and excellence.
• Want to shape how Managed Services deliver measurable value in the Asset Management ecosystem.

• 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.

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.