Baker Tilly Advisory Group, LP - Chicago, IL
posted 2 months ago
Full-time - Mid Level
Chicago, IL
10,001+ employees
About the position
The Senior Associate, Technical Accounting CFO Advisory role at Baker Tilly involves providing financial planning, analysis, and advisory services to a diverse range of clients, including startups and public organizations. The position focuses on managing complex financial engagements, supporting growth initiatives, and ensuring meticulous financial data analysis to inform critical business decisions.
Responsibilities
- Manage, produce, and advise on complex financial planning, analysis, and modeling engagements.
- Attend or lead meetings with client management teams and third-party stakeholders, providing exceptional customer service.
- Provide advisory support for growth initiatives, mergers, acquisitions, and other transactions.
- Ensure meticulous compilation of subject company financial data to analyze historical and projected financial trends.
- Manage the development and maintenance of financial models to analyze earnings and forecast outcomes.
Requirements
- Bachelor's degree in finance, accounting, economics, or related field.
- 3+ years of relevant experience in finance, business advisory, or related field.
- CFA or CPA designation or candidacy is a plus.
- Ability to prioritize and lead multiple projects under tight deadlines.
- Demonstrated analytical, problem-solving, organizational, interpersonal, project management and communication skills required.
- Advanced proficiency in Microsoft Excel.
Nice-to-haves
- CFA or CPA designation or candidacy is a plus.
