Overview

BTVK Advisory is a leading advisory firm whose specialized professionals guide clients through an ever-changing business world, helping them win now and anticipate tomorrow. BTVK Advisory, and its affiliated entities, have operations in North America, South America, Europe, Asia, and Australia. BTVK Advisory’s ultimate parent entity, Baker Tilly US, LLP, is an independent member 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.

 
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.

To be added to all ET through Experienced requisitions 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:

 

Responsibilities

• Lead complex financial analysis and modeling engagements, including forecasting, scenario analysis, financing evaluations, and cash flow assessments.
• Develop and oversee forward-looking budgets, rolling forecasts, KPIs, and performance dashboards aligned with client business objectives.
• Analyze financial and operational data to identify trends, support decision-making, and drive strategic planning initiatives.
• Support mergers, acquisitions, and other corporate transactions through due diligence, financial analysis, research, and review of business and tax considerations.
• Serve as a trusted advisor to clients by managing engagements and participating in client discussions with a strong focus on service delivery and relationship management.
• Enhance and maintain financial models while identifying opportunities to improve processes, reporting, and analytical capabilities.
• Mentor and support junior team members through coaching, collaboration, and knowledge sharing.
• Contribute technical and analytical expertise in areas such as Power BI, coding, FP&A tools, or financial systems to strengthen client solutions and internal capabilities.
• Manage multiple priorities and engagement timelines within a fast-paced advisory environment.
• Stay informed on industry trends, financial reporting requirements, and evolving market conditions that may impact client strategies and operations.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or a related field required.
• 5 years of relevant experience in finance, corporate advisory, FP&A, or related areas.
• CFA or similar professional credential such as CPA, CA, or MBA (Finance) preferred.
• Strong project management skills with the ability to manage multiple engagements and deadlines effectively.
• Advanced proficiency in Microsoft Excel with strong PowerPoint and Word skills.
• Strong analytical, financial modeling, and problem-solving capabilities.
• Excellent verbal, written, and interpersonal communication skills.