Senior Consultant - Corporate Finance Advisory
Overview
Baker 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.
Baker 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.
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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