Director, Strategy & Transformation

About the Role

Baker Tilly’s Strategy & Transformation Practice combines deep functional, industry, and technical capabilities to help clients solve their toughest enterprise challenges. The firm focuses on integrating advanced technologies with core business transformational services to support companies in successfully navigating the complexities of transformations.

This role is ideal for someone who thrives in a fast-growing, innovative practice where hard work and creativity contribute to building the firm’s brand. You will be part of a collaborative, down-to-earth team that enjoys working together to meet diverse client needs across various industries.

Responsibilities

• Lead a team of Baker Tilly and client resources through strategy definition, future state visioning, target operating model development, roadmap creation, and delivery of transformation projects, including business process and/or technology implementations.
• Utilize finance, accounting, industry, and operational knowledge to assist clients in transforming their organizations to align with strategic goals, establish target operating models, and benchmark against industry standards.
• Develop and standardize finance processes, manage contract financial compliance, and document policies and procedures.
• Define roles, responsibilities, reporting structures, and governance mechanisms within the organization.
• Lead transformative solution visioning and execution, including designing target operating models, aligning them with industry standards, and building operational metrics and organizational structures.
• Evaluate current states, identify gaps, and provide strategic recommendations to optimize and mature the client’s operating model.
• Develop, manage, and measure project plans aligned to critical implementation phases (analyze, design, build, test, deploy) and long-term roadmaps.
• Elicit and define requirements using interviews, document analysis, workshops, surveys, and site visits.
• Ensure compliance with federal financial regulations and mitigate financial, operational, and regulatory risks.
• Manage and implement multiple projects through delegation, coordination, communication, and organization, including staffing resources, deadlines, and end-user expectations.
• Ensure proper documentation of projects, including business cases, requirements, and implementation plans.
• Manage third-party vendor relationships to resource specific development needs.
• Act as a liaison among executive committee members, stakeholders, and development teams, identifying and mitigating project risks and issues.
• Support practice development from go-to-market activities to delivery methodology standards and team development.
• Provide functional expertise based on your specific skills and background.
• Utilize entrepreneurial skills to network and build strong relationships internally and externally with clients and the community.
• Invest in professional development individually and through firm-wide learning programs.
• Support the growth and development of team members and clients through the Baker Tilly Value Architect model.

Requirements

• Bachelor’s degree in a relevant field.
• Minimum of twelve (12) years of related experience; previous industry and consulting experience highly preferred.
• Demonstrated leadership in industries such as Public Sector (state/local), Not for Profit, and/or Higher Education.
• Experience managing senior-level client relationships and working across organizations with multiple stakeholders.
• Extensive finance and accounting expertise with a proven track record in helping clients optimize and develop their finance organizations.
• Ability to lead and supervise others, provide exceptional client service, and see both the "big picture" and details.
• Ability to decompose scope into detailed activities and deliverables, and conduct work package handoffs to delivery resources from Baker Tilly, client teams, and third-party vendors.
• Ability to manage multiple projects/initiatives simultaneously and support different workstreams as needed.
• Creative problem-solving skills gained through prior experience, education, or training.
• Demonstrated management, analytical, organizational, interpersonal, project management, and communication skills.
• Highly developed Microsoft Suite (Word, Excel, PowerPoint) skills.
• Project experience with full lifecycle application development (e.g., requirements gathering, use case development, system analysis and design, integration, testing, deployment).
• Experience with enterprise technology system implementation and management.
• Project/program management certification (e.g., PMP, PgMP) and/or Agile certification (e.g., PMI-ACP, CSM, PSM, SAFe POPM) is a plus.
• Ability to travel as needed and work outside of core business hours for client engagements.

Pay

The compensation range for this role is $203,900 to $441,780. Actual compensation is influenced by factors including skills, experience, qualifications, and geographic location.