Senior Manager, Corporate Finance Advisory

About the role

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.

Responsibilities

• Lead strategic client engagements involving financial modeling, forecasting, and scenario planning with a focus on driving enterprise value and supporting executive decision-making.
• Serve as a senior advisor to CFOs and other C-suite leaders, providing insights on project finance, M&A, valuation, and corporate transactions.
• Recommend advanced financial tools and reporting including rolling forecasts, performance dashboards, and investor reporting frameworks, ensuring alignment with strategic objectives.
• Bring unique, value-added skills to the team – such as experience with coding, Power BI, or other FP&A tools – to enhance client solutions and internal capabilities.
• Drive business development efforts, including scoping, proposal development, and relationship-building to expand client portfolio and cross-sell firm capabilities.
• Manage and mentor engagement teams, fostering a collaborative, inclusive, and high-performance culture while developing future leaders.
• Contribute to thought leadership and innovation within the Corporate Finance Advisory practice, bringing forward new methodologies, tools, and service offerings.
• Collaborate across service lines to deliver integrated solutions and identify opportunities for broader client impact.
• Ensure quality and profitability across engagements through effective project management, resource allocation, and risk mitigation.

Requirements

• Bachelor’s degree in finance, accounting, economics, or a related field; Master’s degree or MBA preferred but not required.
• 5-10+ years of relevant experience in corporate finance, business advisory, or related areas, with a track record of leading complex engagements and managing client relationships.
• CFA, CPA, or similar credential strongly preferred.
• Proven ability to lead teams, manage multiple engagements, and deliver high-quality outcomes under tight deadlines.
• Strong business development acumen, with experience in proposal writing, client presentations, and relationship management.
• Advanced proficiency in Microsoft Excel and PowerPoint required; experience with FP&A tools (e.g., Power BI, Tableau, EPM tools) is highly preferred.
• Excellent communication, analytical, and problem-solving skills, with the ability to influence senior stakeholders.
• Highly organized and capable of managing multiple tasks in a complex, dynamic environment.
• Expert understanding, comprehension, and ability to articulate various business processes.
• Ability to travel < 25% annually.

Qualifications

• Bachelor’s degree in finance, accounting, economics, or a related field; Master’s degree or MBA preferred but not required.
• 5-10+ years of relevant experience in corporate finance, business advisory, or related areas, with a track record of leading complex engagements and managing client relationships.
• CFA, CPA, or similar credential strongly preferred.
• Proven ability to lead teams, manage multiple engagements, and deliver high-quality outcomes under tight deadlines.
• Strong business development acumen, with experience in proposal writing, client presentations, and relationship management.
• Advanced proficiency in Microsoft Excel and PowerPoint required; experience with FP&A tools (e.g., Power BI, Tableau, EPM tools) is highly preferred.
• Excellent communication, analytical, and problem-solving skills, with the ability to influence senior stakeholders.
• Highly organized and capable of managing multiple tasks in a complex, dynamic environment.
• Expert understanding, comprehension, and ability to articulate various business processes.
• Ability to travel < 25% annually.

Skills

• Financial modeling
• Forecasting
• Scenario planning
• Project finance
• M&A
• Business valuation
• Corporate transactions
• Microsoft Excel
• Power BI
• Tableau
• Other FP&A tools

Benefits

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. Baker Tilly offers a comprehensive compensation and benefits package to eligible employees.

Pay

The pay rate range for this job position is $179,850 - $340,970.

Schedule

Actual schedule 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.