Director - Corporate Finance Advisory

Overview

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers – New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members 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. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.

About the Role

Join Baker Tilly as a Director in our fast-growing Financial Advisory Services team within the Office of the CFO practice. This is a leadership role within a rapidly scaling team focused on building a market-leading FP&A and finance transformation offering. We partner with CFOs, private equity sponsors, and executive teams to design, build, and operate high-impact finance functions that drive better, faster decision-making. Our team supports a diverse client base—from high-growth, PE-backed portfolio companies to large enterprises—across industries including consumer products, manufacturing and distribution, technology, life sciences, healthcare, media and entertainment, and professional services. We deliver a broad suite of services spanning interim FP&A leadership, finance function stand-up, strategic planning, financial modeling, management reporting, and advanced analytics.

Responsibilities

• Serve as a trusted advisor to CFOs, private equity sponsors, and senior executives, delivering high-impact FP&A and finance transformation engagements.
• Led complex client engagements across a broad suite of services, including:
• Interim FP&A leadership and operational finance support
• FP&A function stand-up (people, process, and technology design)
• Budgeting, forecasting, and long-range strategic planning processes
• Advanced financial modeling (3-statement models, 13-week cash flow, scenario analysis)
• Management reporting design, automation, and performance insights
• KPI development and benchmarking, particularly within PE-backed environments
• Dashboarding and analytics solutions (e.g., Power BI)
• Cross-functional business partnering with sales, operations, and executive teams
• Support private equity-backed portfolio companies through value creation initiatives, including performance improvement, cash flow optimization, and finance infrastructure build-out.
• Oversee engagement execution, ensuring quality, timeliness, and profitability across multiple concurrent projects.

Qualifications

• Bachelor’s degree in finance, accounting, economics, or related field; MBA or advanced degree preferred.
• 10–15+ years of relevant experience, ideally with a mix of:
• Big 4 or national accounting/consulting firm experience
• Corporate FP&A or finance leadership roles
• Direct experience working with private equity firms and/or PE-backed portfolio companies

• CPA, CMA, CFA, or similar credentials strongly preferred.
• Demonstrated experience leading finance transformation, FP&A build-outs, or operational finance initiatives.
• Strong understanding of private equity environments, including value creation, reporting expectations, and liquidity/cash management.
• Proven ability to lead multiple complex engagements and manage senior client relationships.
• Experience in business development, including winning new opportunities and contributing to revenue growth.
• Advanced financial modeling and analytical capabilities; strong proficiency in Excel and PowerPoint.
• Experience with FP&A and analytics tools (e.g., Power BI, Tableau, Anaplan, Adaptive, or similar) strongly preferred.
• Excellent communication and executive presence, with the ability to influence C-suite stakeholders.
• Strong project management and organizational skills in a fast-paced, high-growth environment.
• Familiarity with US GAAP and broader finance/accounting processes.
• Ability to travel < 25% annually.

Pay

The pay rate range for this job position is $215,950 to $409,420. Actual compensation is influenced by a variety of relevant factors including but not limited to applicant’s skills, prior experience, qualifications, degrees, professional certifications, work arrangements and geographic location.