Director - Corporate Finance Advisory

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.

Responsibilities

• Client Leadership & Delivery
  • 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.
• Practice Building & Capability Development
  • 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.
• Business Development & Market Presence
  • 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.
• Team Leadership & Talent Development
  • Help lead, mentor, and develop high-performing team members while fostering a culture of accountability, growth, and collaboration.
  • Play a key role in recruiting and building 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.

The compensation range for this role is $192,500–$346,430. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.