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Senior Consultant - Corporate Finance Advisory

Job in Tewksbury, Middlesex County, Massachusetts, 01876, USA
Listing for: CFA Institute
Full Time position
Listed on 2026-07-19
Job specializations:
  • Finance & Banking
    Financial Analyst, Financial Reporting
Salary/Wage Range or Industry Benchmark: 86660 - 164300 USD Yearly USD 86660.00 164300.00 YEAR
Job Description & How to Apply Below

Equal Opportunity

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.

Responsibilities

Join Baker Tilly as a Senior Consultant in our fast-growing Corporate Finance Advisory team within the Office of the CFO practice. We help clients make confident, data‑informed decisions through insightful financial analysis, dynamic reporting, and strategic guidance tailored to their business goals. Our team supports a diverse client base – from pre‑revenue startups to multinational public corporations – across industries including consumer products and retail, manufacturing, technology, life sciences, healthcare, professional services, financial institutions, and more.

As a Senior Associate, you'll contribute to the development of financial models, reports, and dashboards that inform critical business decisions. You'll collaborate with experienced professionals on projects involving budgeting, forecasting, M&A support, and performance analysis – delivering insights that shape client strategy and enhance operations. This is a great opportunity to build your technical and consulting skills while working on high‑impact initiatives that help clients grow and enhance enterprise value.

  • Support complex financial analysis and modeling engagements, including forecasting business initiatives, evaluating financing alternatives, performing scenario analysis, and assessing cash flows to investors and other stakeholders.
  • Assist in the development of forward‑looking budgets, rolling forecasts, and performance dashboards, ensuring outputs are accurate, insightful, and aligned with client objectives.
  • Compile, organize, and analyze financial data and improve upon operational processes to assist in identifying performance trends, support with scenario planning, and inform client decision‑making.
  • Conduct research and due diligence to support mergers, acquisitions, and other strategic initiatives, including reviewing financial documents and summarizing key findings.
  • Assist in preparing client deliverables, participating in virtual meetings, and ensuring high‑quality service throughout the engagement.
  • Build and maintain financial models to evaluate business performance, assess scenario outcomes, and support decision‑making.
  • Collaborate with team members to continuously improve tools, processes, and client solutions.
Qualifications
  • Bachelor's degree in finance, accounting, economics, or a related field.
  • 3+ years of relevant experience in finance, consulting, or business advisory.
  • CFA designation, or similar credential (e.g., CPA, CMA, MBA‑Finance), is a plus.
  • Public Accounting experience is preferred.
  • Advanced proficiency in Microsoft Excel, Word, and PowerPoint, with the ability to independently create and manage spreadsheets, reports, and presentations.
  • Excellent analytical, organizational, and communication skills.
  • Familiarity with US GAAP.
  • Experience with coding, Power BI, or other FP&A tools is a plus.
  • Eagerness to learn, adapt, and contribute in a dynamic team environment.
Compensation

The compensation range for this role is $86,660 to $164,300. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.

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Position Requirements
10+ Years work experience
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