Ground every answer in facts on this page and the original listing. We never invent Glassdoor-style reviews or salaries that are not in our data.
Prepare examples of financial services advisory work, how you structure a CFO agenda, and how you lead managers and specialists under tight timelines. Be ready to discuss integration or growth environments, given recent firm leadership and M&A news.
Strong fit if you want manager-level CFO advisory for financial services clients at a growing advisory firm with active leadership and M&A activity, and you prefer New York on-site work over remote.
As a CFO Advisory – Financial Services Manager at Baker Tilly Advisory Group, LP, a typical day centers on client CFO-level advisory for financial services firms: scoping issues, modeling scenarios, coordinating engagement teams, and turning analysis into clear recommendations for finance leaders. Expect client meetings, deliverable reviews, and coordination as the firm integrates teams and expands advisory capacity.
Useful focus areas for this title include financial services industry knowledge, CFO-level reporting and planning, engagement management, stakeholder communication, and advisory writing. No certification resources were provided in DATA/CERTS.
No. The listing is New York, US, with remote set to off.
Coverage includes a new senior leadership team, acquiring Berkowitz Pollack Brant, admitting new principals, and municipal fee-study work.
No. This enricher uses only supplied DATA; salary, Glassdoor/Indeed ratings, and review scores are not included.
Website: bakertillyadvisorylp.com
Public cache only — not an employee review.
Manager, CFO Advisory - Financial Services, Baker Tilly Advisory Group, LP, New York, US Role Overview Baker Tilly Advisory Group, LP is seeking a Manager to join our team in the CFO Advisory division. This role will be based in New York and requires full-time commitment with no remote work option. Your Responsibilities Provide strategic financial advice to senior executives and boards of directors. Lead and mentor junior professionals within the advisory teams. Develop and maintain strong client relationships, ensuring client satisfaction and growth opportunities. Analyze complex financial data and present findings in a clear and actionable manner. Assist with project management and ensure timely delivery of high-quality work products. Who We're Looking For We are seeking candidates who possess strong leadership skills, excellent communication abilities, and the ability to thrive in a fast-paced environment. Ideal candidates will have a minimum of 5 years of experience in financial services or related fields, with proven success in advisory roles. More About Baker Tilly Advisory Group, LP 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. Applying for This Role To apply, complete your application directly on this page, or you'll be redirected to the employer's application platform to finish submitting there. Please ensure all required fields are filled out accurately to avoid any delays in processing your application.
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