CFO Advisory Services
CFO Advisory Services
Frank J. Walker
CPA, CFF, CVA
Partner
Cary Mailandt
Managing Partner
Jennifer A. Finger
CPA, M.S.A.
Partner
Royce Prude
CPA
Partner
Ken Fleming
CPA
Partner
Dan Martin
CPA
Director
Mike Gayler
CPA
Partner
Zak Everson
CPA
Partner
Jason Winterburn
CPA
Partner
Zaid Sultan
MBA
Director
Jeff Weinberg
CPA
Director
At a glance
The office of the CFO is increasingly complex and equally broad in its mandate. Our CFO advisory services are aligned to support this critical function from strategic finance and decision support to core financial and accounting services.
- Transaction readiness and support
- Financial planning and analysis (FP&A)
- Management reporting
- Cost management
- Treasury and cash flow
- Financial reporting and close
- Technical accounting assistance
- Audit readiness
- Business systems
The role of the CFO has changed, and will continue to evolve.
Our CFO advisory team is prepared to face these evolving needs with our four quadrants of CFO value and responsibility: strategic finance, compliance and controls, financial operations and reporting.
CFO – quadrants of value and responsibility
Organizational leadership increasingly expects the finance and accounting team to:
- Improve strategic decision-making
- Manage business risks
- Monitor and improve organization performance
- Explore the adoption of new technologies and tools
- Drive shareholder value
- Ensure accounting and regulatory compliance
The focus on more strategic procedures such as analysis, business partnering, and decision support has led many companies to automate transactional functions and enhance their capabilities. This comes with additional responsibilities and increased scrutiny and regulation in the finance and accounting field, making it challenging to prioritize improvement efforts.
As the role of the CFO evolves and expands, resources within accounting and finance organizations can become stretched to capacity. This can make it difficult for CFOs and their teams to dedicate time to important initiatives, such as the integration of advanced analytics and transformation of financial and accounting functions. In these situations, highly capable external teams may be required to provide support and ensure success when it matters most.
Baker Tilly can help.
Our CFO advisory services practice focuses on helping owners, investors, CFOs, and their teams meet evolving critical needs along their business life cycle. Baker Tilly has a diversely skilled group that aligns with virtually all needs within the office of CFO.
Our services
Strategic finance
- M&A transaction support
- Carve-out financial statement preparation
- Financial modeling and FP&A
- Valuation analysis
Financial operations
- Finance function assessment
- Benchmarking
- Dashboard and business intelligence
- Performance improvement
- Treasury and cash flow management
Compliance
- Audit readiness
- SEC reporting
- GAAP and IFRS conversions
- Accounting and control deficiency remediation
Reporting
- Close process support and optimization
- Use of business systems
- Management reporting
- Lender and investor reporting
- Public company readiness
