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Baker Tilly · 22 hours ago

Principal, CFO Advisory Services

USA TX Houston 11750 Katy Freeway

Full-time

Onsite

Lead/Staff

15+ years exp

Baker Tilly is a leading advisory, tax and assurance firm, and they are seeking a Principal focused on CFO Advisory. This role involves leading engagements to improve financial reporting processes and mentoring staff while working closely with clients to enhance their financial operations.

AccountingConsulting

H1B Sponsor Likely

Responsibilities

Lead engagements from technical accounting support, and audit, transaction, and IPO readiness, to supporting the Office of the CFO on an interim basis, and assisting with the design and enhanced performance of financial operations

Positively impact clients’ financial statements, profitability, and business operations

Penetrate client engagements in the firm’s primary target industries

Proactively engage with clients throughout the year to understand business goals and objectives

Play an active role in providing valuable guidance and business recommendations

Deliver business insight through thoughtful review, analysis, and discussion

Manage cross-functional teams to deliver engagements and ensure client profitability targets are met

Utilize your entrepreneurial skills to network and build strong relationships internally and externally with the goal of acquiring new repeat referral sources, clients, projects, and revenue

Invest in your professional development individually and through participation in firm wide learning and development programs

Support the growth and development of team members, helping associates meet their professional goals

Qualification

Bachelor's degree in accountingCPAU.S. GAAP knowledgeSEC reportingIPO experiencePrivate equity relationshipsManagement skillsAnalytical skillsInterpersonal skillsProject management skillsCommunication skills

Required

Bachelor's degree in accounting required, master's or advanced degree desirable

CPA required

Fifteen (15+) years' experience with a combination of public accounting, audit, corporate financial accounting, and/or finance process consulting

Strong technical skills and a working knowledge of U.S. GAAP and SEC reporting

Demonstrated management, analytical, organization, interpersonal, project management, communication skills

Ability to lead and supervise others, provide exceptional client service, demonstrate commitment to continuous learning in order to stay current regarding applicable strategies, see the 'big picture' as well as the details, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of projects

Preferred

Experience with IPOs and SEC filings a plus

History of relationships with private equity firms and their portfolio companies

Company

Baker Tilly

Glassdoor3.8

At Baker Tilly, we care about you and the impact you make. That’s why we’re fully committed to your journey, wherever your ambitions take you.

Founded in 1987

London, England, GBR

10001+ employees

https://www.bakertilly.global/

H1B Sponsorship

Baker Tilly 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)