Managing Director - CFO Accounting Advisory

Baker Tilly Advisory Group, LP

Irvine, California

JOB DETAILS
SKILLS
Accounting, Accounting Policies, American Institute of Certified Public Accountants (AICPA), Applicant Tracking System, Asset Management, Bakery, Basel III (Third Basel Accord), Business Development, Business Services, Certified Public Accountant (CPA), Cross-Functional, Customer Relations, Customer Support/Service, Derivatives, Emerging Technology, Facebook, Finance, Financial Accounting Standards Board (FASB), Financial Disclosure, Financial Reporting, Financial Services, Generally Accepted Accounting Principles (GAAP), Head of Finance, International Financial Reporting Standards (IFRS), LinkedIn, Loan Accounting, Market Entry Strategy, Mentoring, Policy Development, Professional Services, Recruiting/Staffing Agency, Regulations, Revenue Recognition, Securities and Exchange Commission (SEC), Technical Accounting, Thought Leadership
LOCATION
Irvine, California
POSTED
2 days ago
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 or join the conversation on LinkedIn, Facebook and Instagram.

Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.

Baker Tilly is an equal opportunity/affirmative action 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.

Any 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.

Job Description:


We are seeking a dynamic and highly experienced Managing Director to lead and expand our Financial Advisory Services (FAS) within the Office of the CFO Accounting Advisory practice. This role will specialize in advising clients on complex technical accounting matters and financial instruments, with a strong emphasis on financial services, digital assets, and fintech sectors. The ideal candidate will bring deep expertise in U.S. GAAP, IFRS, and regulatory frameworks, and will serve as a trusted advisor to CFOs and finance leaders navigating accounting complexities, transactions, and emerging financial technologies.

Key Responsibilities:
  • Serve as a senior advisor to clients with deep technical expertise in financial instruments, derivatives, securitizations, digital assets and complex accounting issues
  • Lead and deliver advisory engagements on complex accounting topics including:
    • Consolidations (ASC 810)
    • Revenue Recognition (ASC 606)
    • Leases (ASC 842)
    • Business Combinations (ASC 805)
    • Impairments (ASC 350/360)
    • Share-based payments (ASC 718)
  • Advise clients on classification, measurement, and disclosure of financial instruments under ASC 815, ASC 825, and IFRS 9
  • Lead and deliver advisory engagements involving:
    • Derivatives and hedge accounting
    • Fair value measurements (ASC 820)
    • Structured products, securitizations, and loan accounting
    • CECL implementation and modeling (ASC 826)
  • Advise on accounting policy development, restatements, and remediation of material weaknesses
  • Build and grow client relationships with financial institutions, fintech's, asset managers, and exchanges
  • Build and maintain strong relationships with CFOs, Controllers, and Audit Committees.
  • Drive thought leadership in emerging accounting topics, including evolving FASB and SEC guidance
  • Stay abreast of regulatory developments (SEC, FASB, IASB, Basel III, etc.) and emerging technologies impacting financial reporting
  • Lead, mentor, and grow high-performing teams; foster a culture of innovation and technical excellence
  • Support business development, proposals, and go-to-market strategies for financial services and technical accounting services
  • Collaborate cross-function

About the Company

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Baker Tilly Advisory Group, LP