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) preferred.
Public Accounting experience is favored.
Advanced proficiency in Microsoft Excel, Word, and PowerPoint.
Excellent analytical, organizational, and communication skills.
Familiarity with US GAAP.
Experience with coding, Power BI, or other FP&A tools is a plus.
Responsibilities
Support complex financial analysis and modeling engagements, including forecasting business initiatives and evaluating financing alternatives.
Assist in the development of forward-looking budgets, rolling forecasts, and performance dashboards.
Compile, organize, and analyze financial data while improving operational processes to identify performance trends.
Conduct research and due diligence for mergers, acquisitions, and other strategic initiatives.
Prepare client deliverables and participate in virtual meetings, ensuring high-quality service throughout engagements.
Build and maintain financial models to evaluate business performance and support decision-making.
Collaborate with team members to continuously enhance tools and client solutions.
Benefits
Opportunity for technical and consulting skill development.
Engagement in high-impact initiatives that aid client growth.
Exposure to a diverse client base across various industries.
Dynamic team environment conducive to learning and adaptation.
Full Job Description
Job Description: 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.
Additional Information
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.
