Director - Corporate Finance Advisory

Overview

Baker Tilly is a leading advisory, tax, and assurance firm, providing clients with a coast-to-coast and global advantage in major regions of the U.S. and leading financial centers such as New York, London, San Francisco, Los Angeles, Chicago, and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) offer professional services through an alternative practice structure in compliance with the AICPA Code of Professional Conduct and applicable laws, regulations, and professional standards. Baker Tilly US, LLP provides attestation services to its clients, while Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. 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. For more information, visit bakertilly.com or follow us on LinkedIn, Facebook, and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer.

Responsibilities

• Serve as a trusted advisor to CFOs, private equity sponsors, and senior executives, delivering high-impact FP&A and finance transformation engagements.
• Lead 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.
• Help define, build, and scale Baker Tilly’s FP&A and Office of the CFO capabilities, expanding beyond traditional strategic finance into a comprehensive, end-to-end offering.
• Develop and standardize methodologies, tools, and accelerators (e.g., forecasting frameworks, reporting templates, dashboard solutions).
• Collaborate across service lines (e.g., transaction advisory, tax, audit, consulting) to deliver integrated, cross-functional solutions.
• Originate or expand client relationships, particularly within private equity firms and their portfolio companies, to drive new revenue and deepen existing accounts.
• Lead proposal development and deal shaping, including scoping, pricing, and positioning of services.
• Contribute to thought leadership, client presentations, and market-facing content to enhance the firm’s brand in FP&A and finance transformation.
• Actively participate in go-to-market strategies targeting high-growth and PE-backed companies.
• Help lead, mentor, and develop high-performing team members while fostering a culture of accountability, growth, and collaboration.
• Recruit and build out the team, particularly as the practice scales its capabilities.
• Provide technical guidance across financial modeling, FP&A processes, and client delivery.
• Operate as a player-coach, balancing hands-on problem solving with team leadership and oversight.

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.