Baker Tilly

Senior Consultant - Corporate Finance Advisory

Baker Tilly$86K — $164K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in finance, accounting, economics, or related field required.
  • 3+ years of relevant experience in finance, consulting, or advisory roles required.
  • CFA or similar credential (e.g., CPA, CMA, MBA-Finance) preferred.
  • Advanced proficiency in Microsoft Excel, Word, and PowerPoint required.
  • Strong analytical, organizational, and communication skills are essential.
  • Familiarity with US GAAP is required.
  • Experience with coding and FP&A tools such as Power BI is advantageous.

Responsibilities

  • Support financial analysis and modeling engagements including forecasting and scenario analysis.
  • Assist in developing accurate budgets and rolling forecasts aligned with client objectives.
  • Compile and analyze financial data to identify performance trends.
  • Conduct research and due diligence for mergers and acquisitions.
  • Prepare client deliverables and ensure quality service during engagements.
  • Build and maintain financial models for performance evaluation and decision-making.
  • Collaborate with team members to enhance tools and client solutions.

Benefits

  • Comprehensive health and wellness programs.
  • Flexible working arrangements to promote work-life balance.
  • Professional development and continuous learning opportunities.
  • Inclusive and diverse company culture.
  • Access to global networks through Baker Tilly International.
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.

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