Drive the expansion of Baker Tilly’s Growth SaaS and Life Sciences Managed Services business, supporting companies from Series A through IPO and beyond.
Oversee client engagements, develop market strategy, and lead teams that deliver operational precision with innovative tools and insights.
Lead and expand the Growth SaaS and Life Sciences vertical within Managed Services — spanning finance, accounting, HR, payroll, and operational analytics.
Develop and execute growth strategies aligned with the needs of venture-backed and high-growth companies, partnering with founders, CFOs, and investors.
Advise clients on scaling finance operations, implementing ERP and HCM systems, optimizing cash flow, and navigating regulatory or audit readiness.
Collaborate across Baker Tilly’s platform — including Advisory, Digital, and Transaction Services — to deliver integrated solutions for clients’ growth journeys.
Ensure operational excellence through rigorous financial controls, timely reporting, and automation-enabled processes.
Champion innovation by embedding AI-native tools, predictive analytics, and workflow automation into client solutions.
Recruit and develop high-performing teams, including finance leaders, controllers, and HR professionals, with a focus on industry specialization and client service.
Represent Baker Tilly in the SaaS and Life Sciences ecosystem — building strategic alliances with venture funds, accelerators, and technology providers.
Requirements
Bachelor’s degree in Accounting, Finance, or related field (CPA, MBA, or equivalent strongly preferred).
12+ years of experience in finance, accounting, or managed services, including leadership roles serving SaaS, Biotech, or Life Sciences clients.
Deep understanding of SaaS metrics (ARR, CAC, churn, LTV/CAC, cash runway) and Life Sciences financial operations (R&D capitalization, clinical trial accounting, grant funding).
Proven track record of business development and client relationship management with venture-backed or private equity–sponsored companies.
Familiarity with cloud ERP and HCM platforms (NetSuite, Sage Intacct, Workday, Rippling, or similar).
Strong people leadership skills — recruiting, mentoring, and developing cross-functional teams.
Excellent communication, executive presence, and ability to influence across client and internal leadership levels.
Willingness to travel as needed to support client and firm growth initiatives.