Director, Strategy & Transformation

About the Firm

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 is an independent member 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.

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.

You will enjoy this role if you:

• Are looking for your next challenge, crave variety where no day is the same, and feel your skills and experience can be better utilized
• Want to make an impact as part of a fast-growing, innovative practice where your hard work and creativity help build the firm’s brand
• Have a passion for leading transformation, enabling organizations to meet objectives on time and on budget
• Do your best work as part of a talented, collaborative team that thrives in meeting client needs across various industries
• Feel valued when provided with resources and support to continually sharpen your skills and build your career

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 organization to align with strategic goals, establish target operating models, and benchmark against industry standards
• Lead the build and definition of operational metrics, roles and responsibilities, and organizational structures to support transformation initiatives
• Develop and standardize finance processes, manage contract financial compliance, and document policies and procedures
• Define roles and responsibilities within the organization, establish reporting structures, and ensure effective governance mechanisms
• Lead transformative solution visioning and execution, including designing the target operating model, aligning it with industry standards, and building clear roles, responsibilities, operational metrics, and organizational structures
• Evaluate the current state, identify gaps, and provide strategic recommendations to optimize and mature the client’s operating model
• Develop, manage, and measure the effectiveness of project approaches and plans aligned to critical phases of implementation (analyze, design, build, test, deploy) and/or long-term roadmaps delivering transformative operating models
• Elicit and define requirements using multiple methods such as 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 all projects are properly documented, including business cases, business requirements, and implementation plans
• Manage third-party vendor relationships to resource specific development needs
• Act as the liaison among executive committee members, stakeholders, and the development team, including identifying and mitigating project risks and issues
• Support the development of the practice 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 and development programs
• Support the growth and development of team members and clients through the Baker Tilly Value Architect model
• Participate in friendships, social activities, and team outings that encourage work-life balance

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, see the "big picture" as well as details, and exhibit a sense of urgency and commitment to quality and timely project completion
• Ability to decompose scope into detailed activities and deliverables, then conduct work package handoff 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, and training to resolve issues and remove project obstacles
• Demonstrated management, analytical, organization, 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 a variety of factors including but not limited to skills, experience, qualifications, and geographic location.