{"id":4009809,"url":"https://alion.io/job/baker-tilly-principal-ocfo-advisory-services","title":"Principal, OCFO Advisory Services","company":{"id":6269,"name":"Baker Tilly","domain":"bakertilly.com","url":"https://alion.io/company/baker-tilly-us","size_band":"5000+","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Workday","truth_index":{"grade":"B","score":80,"open_postings":110,"ghost_share":0.009,"stale_share":0.745,"repost_share":0.027,"time_to_fill_p50_days":28,"computed_at":"2026-11-11T05:49:22Z"}},"role":"Finance","role_family":"Finance","seniority":"lead","employment_type":"full_time","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Minneapolis, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":null,"experience_years_min":15,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[],"status":"live","first_seen_at":"2026-11-10T09:26:33Z","employer_posted_date":"2026-11-10","last_verified_at":"2026-11-11T08:45:14Z","board_verified":true,"closed_at":null,"days_open":1,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":1},"description":"Overview\nBaker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.\nBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com orjoin the conversation on LinkedIn, Facebook and Instagram.\nPlease discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.\nBaker Tilly is an equal opportunity/affirmativeaction employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.\nAny unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency (\"search firm\") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.\nJob Description:\nAre you interested in joining one of the fastest-growing advisory practices in the country?\nBaker Tilly is seeking a Principal to help grow our Office of the CFO (OCFO) Advisory practice. This role is designed for an experienced advisor, auditor, consultant, or finance leader who combines a deep understanding of high-performing finance organizations and how the role of the Office of the CFO is evolving in response to growth, complexity, and rising stakeholder expectations with a proven ability to develop business, drive growth, build client relationships, and lead high-performing teams.\nOur OCFO Advisory practice partners with CFOs, finance leaders, private equity sponsors, and portfolio company executives to strengthen finance organizations, enhance the effectiveness of accounting and finance leadership, and build the organizational capabilities required to support growth. Clients rely on us to modernize and elevate the Office of the CFO, improve reporting and decision support, navigate critical business events, and position finance organizations to operate more strategically and at greater scale. We support clients across the business lifecycle, including periods of rapid growth, acquisitions, divestitures, integrations, finance transformation initiatives, capital raises, and other strategic transactions.\nAs a Principal, you will serve as a trusted advisor to executive leadership teams while helping shape the future growth of the practice. You will work closely with firm leadership to expand market presence, deepen client relationships, develop talent, and deliver meaningful outcomes for our clients.\nYou Will Enjoy This Role If:\nYou are energized by helping CFOs and finance leaders strengthen and transform their finance organizations.\nYou enjoy building trusted relationships with CFOs, CEOs, boards, private equity sponsors, and portfolio company executives.\nYou are entrepreneurial and motivated by developing new business opportunities and growing advisory services.\nYou thrive in dynamic environments and enjoy helping organizations navigate growth, transactions, and transformation.\nYou are passionate about mentoring professionals and building high-performing teams.\nYou enjoy balancing strategic leadership responsibilities with hands-on client engagement.\nWhat You Will Do:\nLead and oversee Office of the CFO engagements across a variety of industries and business environments.\nServe as a trusted advisor to CFOs, finance leaders, private equity firms, and portfolio company management teams.\nLead projects involving finance transformation, process improvement, financial reporting modernization, technical accounting, and systems enablement.\nAdvise clients through acquisitions, divestitures, carve-outs, integrations, and other strategic transactions.\nSupport transaction-related activities, including financial due diligence readiness, accounting assessments, integration planning, and post-close execution.\nHelp clients design, build, and scale high-performing finance organizations capable of supporting growth, increasing complexity, and evolving stakeholder expectations.\nLead client engagements involving technical accounting, financial reporting, SEC reporting, and IPO readiness when needed.\nDeliver insights and recommendations that improve financial performance, operational effectiveness, and decision-making.\nIdentify opportunities to expand relationships and deliver additional value across Baker Tilly’s advisory platform.\nDevelop and execute business development strategies to drive revenue growth, expand client relationships, and increase market presence.\nBuild relationships with private equity sponsors, investment professionals, attorneys, lenders, and other referral sources.\nLead cross-functional engagement teams while ensuring exceptional client service and successful project execution.\nMentor, coach, and develop team members, fostering a culture of collaboration, continuous learning, and professional growth.\nQualifications:\nBachelor’s degree in Accounting, Finance, or related field required; advanced degree preferred.\nCPA preferred; CFA, MBA, or other relevant credentials are a plus.\n15+ years of experience across audit, accounting advisory, consulting, transaction advisory, and/or Office of the CFO services.\nDemonstrated success developing executive-level relationships and originating advisory opportunities with private equity sponsors and portfolio companies, business owners, CFOs, and finance leaders. Experience supporting clients through acquisitions, integrations, finance transformation initiatives, and value creation programs.\nStrong knowledge of finance organizations, controllership, financial reporting, finance transformation, and accounting operations.\nExperience with SEC reporting, IPO readiness, or public company environments is a plus.\nProven success developing, selling, and growing advisory services.\nStrong leadership, relationship management, communication, and project management skills.\nAbility to operate at both strategic and tactical levels while delivering exceptional client service.\nThe Ideal Candidate:\nThe ideal candidate is a proven leader from audit, accounting advisory, consulting, or other client-service environments, or a finance executive with meaningful advisory or consulting experience, who has built trusted relationships with CFOs, finance leaders, and business executives and has a demonstrated track record of developing business and driving growth. They bring a deep understanding of high-performing finance organizations and the evolving role of the Office of the CFO, along with experience leading advisory, consulting, or other client-facing engagements. They have the ability to lead client engagements, mentor teams, and expand advisory relationships. They are comfortable advising executive leadership teams, helping organizations navigate growth and transformation, and delivering meaningful outcomes across complex accounting and finance initiatives.","description_format":"text","description_chars":8290,"description_truncated":false,"requirements":{"experience_years_min":15,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":false},"security_clearance":false,"languages":[]},"benefits":["Continuous learning","Equity"],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Audit & Assurance Firms","Management Consulting","Accounting & Bookkeeping Services","Tax Advisory & Preparation"],"lifecycle":[{"event":"open","at":"2026-11-10T09:26:33Z"}],"visa":[{"country":"US","licensed_sponsor":true,"adverts_offering_sponsorship_24m":0,"sanctioned_now":false,"evidence":"H-1B filings in 12 months: 22 · green card filings: 11","filings_12m":22,"filings_prev_12m":37,"green_card_filings_12m":11,"median_offered_wage_usd":98864,"route":null,"cap_exempt":false,"checked_at":"2026-11-11T07:38:50+00:00","sources":["US Department of Labor: LCA disclosure data (H-1B, H-1B1, E-3)","US Department of Labor: PERM disclosure data (green cards)"],"filings_for_role_12m":0}],"liveness":{"score":60,"band":"ok","label":"Likely open","p_open":1,"p_active":0.602,"p_room":1,"age_days":0,"expected_fill_days":28,"reasons":["conf:2","stale_co","win:early","comp:brand"],"computed_at":"2026-11-11T05:49:22Z"},"pay":null,"html_url":"https://alion.io/job/baker-tilly-principal-ocfo-advisory-services","json_url":"https://alion.io/job/baker-tilly-principal-ocfo-advisory-services.json","meta":{"generated_at":"2026-11-11T14:06:12Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":25893,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-11-12T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.1,"usd":0.01,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":6269},"rest":"https://alion.io/mcp/rest/get_company?id=6269"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fbaker-tilly-principal-ocfo-advisory-services"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":2,"usd":0.2},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fbaker-tilly-principal-ocfo-advisory-services"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.1,"usd":0.01},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fbaker-tilly-principal-ocfo-advisory-services"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/baker-tilly-principal-ocfo-advisory-services\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fbaker-tilly-principal-ocfo-advisory-services"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":4009809}},{"tool":"search_jobs","arguments":{"company":"bakertilly.com","detail":"compact"}},{"tool":"match_people","arguments":{"job_id":4009809},"note":"people open to offers who fit this vacancy"}],"note":"The same data through MCP tools: https://alion.io/mcp/open needs no sign-in (compact searches, postings, people); https://alion.io/mcp with an Alion account has everything. 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