Moss Adams
Managing Director, CFO Advisory Services
USA PA Philadelphia · Exec
Sponsorship not specified$264k-$396kDetected 9 days ago
Data VisualizationProject ManagementBusiness DevelopmentFinancial ModelingAccountingForecastingBudgetingExcelFP&ARecruitingLeadershipCommunicationProblem SolvingPublic SpeakingOrganizational SkillsGAAPCFA
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odds of building a lasting career here
59Sponsors, lottery-bound
Cap-exempt (no lottery)0
Sponsors this role80
Entry-level history0
PERM / green-card track0
Lottery odds (Level IV)94
Fits your clock70
Sponsors, but it's cap-subject — you still face the weighted lottery (~61% per draw at Level IV). Good if you win; have a cap-exempt backup on your list.
Lottery odds assume a STEM candidate.
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About the role
- 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.
Responsibilities
- Interim FP&A leadership and operational finance support
- FP&A function stand-up (people, process, and technology design)
- Management reporting design, automation, and performance insights
- Support private equity-backed portfolio companies through value creation initiatives, including performance improvement, cash flow optimization, and finance infrastructure build-out.
- Practice Building & Capability Development
Requirements
- 10-15+ years of relevant experience, ideally with a mix of:
- Strong understanding of private equity environments, including value creation, reporting expectations, and liquidity/cash management.
- Experience in business development, including winning new opportunities and contributing to revenue growth.
- strong proficiency in Excel and PowerPoint.
- Excellent communication and executive presence, with the ability to influence C-suite stakeholders.
- Familiarity with US GAAP and broader finance/accounting processes.
- Ability to travel
- Big 4 or national accounting/consulting firm experience
- Corporate FP&A or finance leadership roles
- Direct experience working with private equity firms and/or PE-backed portfolio companies
- Demonstrated experience leading finance transformation, FP&A build-outs, or operational finance initiatives.
- Proven ability to lead multiple complex engagements and manage senior client relationships.
- Advanced financial modeling and analytical capabilities
Nice to have
- Bachelor's degree in finance, accounting, economics, or related field
- MBA or advanced degree preferred.
- CPA, CMA, CFA, or similar credentials strongly preferred.
- Experience with FP&A and analytics tools (e.g., Power BI, Tableau, Anaplan, Adaptive, or similar) strongly preferred.
Compensation
- The pay range for this position is $263,930 to $395,900.
Equal opportunity
- Baker Tilly is an equal opportunity/affirmative action employer.
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