Senior Financial Analyst based in Costa Rica supporting financial planning for Power & Water Solutions. Collaborating with the Global Financial Planning team and Management.
About the role
- Senior Manager leading Corporate Finance Advisory team at Baker Tilly. Empowering clients with data-informed decisions through strategic financial analysis and dynamic reporting.
Responsibilities
- Lead strategic client engagements involving financial modeling, forecasting, and scenario planning with a focus on driving enterprise value and supporting executive decision-making.
- Serve as a senior advisor to CFOs and other C-suite leaders, providing insights on project finance, M&A, valuation, and corporate transactions.
- Recommend advanced financial tools and reporting including rolling forecasts, performance dashboards, and investor reporting frameworks, ensuring alignment with strategic objectives.
- Bring unique, value-added skills to the team – such as experience with coding, Power BI, or other FP&A tools – to enhance client solutions and internal capabilities.
- Drive business development efforts, including scoping, proposal development, and relationship-building to expand client portfolio and cross-sell firm capabilities.
- Manage and mentor engagement teams, fostering a collaborative, inclusive, and high-performance culture while developing future leaders.
- Contribute to thought leadership and innovation within the Corporate Finance Advisory practice, bringing forward new methodologies, tools, and service offerings.
- Collaborate across service lines to deliver integrated solutions and identify opportunities for broader client impact.
- Ensure quality and profitability across engagements through effective project management, resource allocation, and risk mitigation.
Requirements
- Bachelor’s degree in finance, accounting, economics, or a related field; Master’s degree or MBA preferred but not required.
- 5-10+ years of relevant experience in corporate finance, business advisory, or related areas, with a track record of leading complex engagements and managing client relationships.
- CFA, CPA, or similar credential strongly preferred.
- Proven ability to lead teams, manage multiple engagements, and deliver high-quality outcomes under tight deadlines.
- Strong business development acumen, with experience in proposal writing, client presentations, and relationship management.
- Advanced proficiency in Microsoft Excel and PowerPoint required; experience with FP&A tools (e.g., Power BI, Tableau, EPM tools) is highly preferred.
- Excellent communication, analytical, and problem-solving skills, with the ability to influence senior stakeholders.
- Familiarity with US GAAP.
- Must be highly organized and capable of managing multiple tasks in a complex, dynamic environment.
- Expert understanding, comprehension, and ability to articulate various business processes.
- Ability to travel < 25% annually.
Benefits
- Health insurance
- Paid time off
- Professional development opportunities
- Flexible work arrangements
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