Baker Tilly US · 3 hours ago
Managing Director - CFO Accounting Advisory
NYC Metro Area
Full-time
Hybrid
Director/Executive
$216K/yr - $409K/yr
15+ years expBaker Tilly is a leading advisory, tax and assurance firm seeking a dynamic and highly experienced Managing Director to lead and expand their Financial Advisory Services within the Office of the CFO Accounting Advisory practice. The role involves advising clients on complex technical accounting matters and financial instruments, focusing on financial services, digital assets, and fintech sectors.
Accounting
Responsibilities
Serve as a senior advisor to clients with deep technical expertise in financial instruments, derivatives, securitizations, digital assets and complex accounting issues
Lead and deliver advisory engagements on complex accounting topics including:
Consolidations (ASC 810)
Revenue Recognition (ASC 606)
Leases (ASC 842)
Business Combinations (ASC 805)
Impairments (ASC 350/360)
Share-based payments (ASC 718)
Advise clients on classification, measurement, and disclosure of financial instruments under ASC 815, ASC 825, and IFRS 9
Lead and deliver advisory engagements involving:
Derivatives and hedge accounting
Fair value measurements (ASC 820)
Structured products, securitizations, and loan accounting
CECL implementation and modeling (ASC 826)
Advise on accounting policy development, restatements, and remediation of material weaknesses
Build and grow client relationships with financial institutions, fintech’s, asset managers, and exchanges
Build and maintain strong relationships with CFOs, Controllers, and Audit Committees
Drive thought leadership in emerging accounting topics, including evolving FASB and SEC guidance
Stay abreast of regulatory developments (SEC, FASB, IASB, Basel III, etc.) and emerging technologies impacting financial reporting
Lead, mentor, and grow high-performing teams; foster a culture of innovation and technical excellence
Support business development, proposals, and go-to-market strategies for financial services and technical accounting services
Collaborate cross-functionally with tax, risk, valuation, managed services, and technology teams to deliver end-to-end solutions
Qualification
Required
Bachelor's or Master's degree in a specialized field such as accounting, business, finance or related field
CPA required
15+ years of relevant experience in financial services and/or technical accounting advisory, Big 4 or top-tier consulting
Deep expertise in financial instruments and financial services accounting
Proven track record of leading complex engagements and managing senior client relationships
Excellent communication, presentation, and stakeholder management skills
Ability to navigate ambiguity and deliver high-impact solutions in fast paced environments
Attention to detail along with a commitment to quality and confidentiality
Ability to work extended hours including evenings and weekends, as well as the ability to travel overnight, as necessary
Preferred
Master's degree preferred
CFA or other relevant certifications a plus
Industry experience in financial services (banking, capital markets, asset management, or insurance), digital assets, private equity, or fintech
Benefits
Competitive compensation and flexible work environment
Company
Baker Tilly US
Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S.
10001+ employees
H1B Sponsorship
Baker Tilly US has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (7)
2024 (19)
2023 (23)
2022 (25)
2021 (19)
Funding
Current Stage
Late StageLeadership Team
Brett Bowles, CPA
Senior Consultant - Transaction and CFO Advisory
Caleb Tollefson
CFO Advisory Manager
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