Baker Tilly

Principal and Chief Financial Officer

Baker Tilly$210K — $250K *
Finance & Insurance
11 - 15 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree required, ideally in Accounting, Finance, or Business Administration; MBA and/or CPA preferred.
  • 13+ years of financial leadership experience, including at the executive level.
  • Experience in managing complex finance operations in large, fast-growing organizations.
  • Strong knowledge of financial reporting, accounting practices, internal controls, and corporate finance principles.
  • Demonstrated experience collaborating with executive leadership on business strategy execution.
  • Familiarity with mergers, acquisitions, and large-scale organizational changes is a plus.
  • Understanding of financial systems, business intelligence, and data analytics.

Responsibilities

  • Develop and implement the organization's financial strategy to meet corporate goals.
  • Advise the CEO and senior leadership on financial performance, planning, and growth opportunities.
  • Lead all finance functions within the organization.
  • Manage the annual budgeting, forecasting, and financial planning processes.
  • Ensure compliance in financial reporting according to regulations and internal guidelines.
  • Deliver actionable insights through financial analysis to aid strategic decision-making.
  • Establish key performance metrics for financial and operational oversight.

Benefits

  • Opportunities for professional development and training.
  • Collaborative company culture focused on accountability and improvement.
  • Leadership role with significant influence over corporate financial strategies.
  • Potential to mentor and shape a high-performing finance team.
Full Job Description
Overview

Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.

Job Description:
Key Responsibilities
  • Develop and execute the organization's financial strategy in alignment with corporate objectives.
  • Serve as a strategic advisor to the CEO and senior leadership team on financial performance, business planning, investments, and growth opportunities.
  • Lead all finance functions.
  • Direct the annual budgeting, forecasting, and long-range financial planning processes.
  • Oversee financial reporting, ensuring compliance with regulatory requirements, and internal governance standards.
  • Drive financial analysis and provide actionable insights to support strategic decision-making and operational performance.
  • Establish and monitor key financial and operational performance metrics across the organization.
  • Ensure effective internal controls and compliance with applicable laws, regulations, and company policies.
  • Partner with business leaders to evaluate investments, acquisitions and other strategic initiatives.
  • Lead due diligence and financial integration activities related to mergers, acquisitions, and other transactions.
  • Develop and mentor a high-performing finance organization while fostering a culture of accountability, collaboration, and continuous improvement.
  • Champion process improvement, automation, and technology initiatives that enhance financial operations and decision-making.

Qualifications
  • Bachelor's degree required; Accounting, Finance, Business Administration focus strongly preferred; MBA and/or CPA preferred.
  • 13+ years of progressive financial leadership experience, including executive-level responsibility.
  • Proven experience leading complex finance organizations within large or rapidly growing organizations.
  • Strong knowledge of financial reporting, accounting principles, internal controls, and corporate finance.
  • Demonstrated success partnering with executive leadership to develop and execute business strategy.
  • Experience supporting mergers, acquisitions, integrations, and large-scale organizational transformation is preferred.
  • Strong understanding of financial systems, business intelligence, and data analytics.
  • Excellent communication, executive presence, and ability to influence across all levels of the organization.

Leadership Competencies
  • Strategic thinker with a strong business and commercial mindset.
  • Exceptional financial and analytical acumen.
  • Collaborative and influential leader who builds trusted relationships.
  • High degree of integrity, sound judgment, and executive maturity.
  • Proven ability to lead through change and organizational transformation.
  • Results-oriented with a focus on operational excellence and continuous improvement.
  • Ability to simplify complex financial concepts for executive and Board-level audiences.
  • Strong talent development and leadership capabilities.

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