Principal Managed Services, Growth SaaS, Life Sciences

Role Overview

• Help high-growth companies scale with confidence.
• 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.

Tech Stack

• Cloud
• ERP

Benefits

• Health insurance
• Professional development opportunities