Manager, Corporate Finance Advisory

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 worlds 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 43000 professionals and a combined worldwide revenue of $5.2 billion. join the conversation onLinkedInFacebookandInstagram.

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Responsibilities

Join Baker Tilly as a Manager in our CFO Advisory practice focused on financial planning & analysis financial modeling and strategic finance. We help clients make informed forward-looking decisions through structured financial analysis dynamic modeling and practical insight aligned to their business objectives.

Our team supports a diverse client base ranging from founder-owned businesses to private equity-backed platforms and large enterprises across industries including manufacturing business services consumer healthcare and technology. We work closely with CFOs management teams and investors on initiatives involving forecasting capital allocation transactions and operational performance.

As a Manager you will lead the development of financial models and analytical frameworks that inform critical business decisions. You will manage engagements work directly with client stakeholders and oversee the delivery of high-quality analyses and outputs. This role requires both strong technical capability and the ability to structure and communicate complex financial information clearly.

• Lead complex financial modeling engagements including development of integrated 3-statement models cash flow models and scenario analyses used to support strategic decision-making

• Translate client objectives into structured analytical approaches including defining key drivers assumptions and outputs

• Evaluate business initiatives and financial alternatives including capital raises recapitalizations acquisitions and organic growth strategies

• Support transaction-related engagements through development of pro forma models analysis of deal structures and evaluation of stakeholder outcomes

• Develop and oversee scenario and sensitivity analyses to assess risks constraints and key value drivers

• Support the design and implementation of forecasting processes budgets and management reporting frameworks

• Review and refine financial models analyses and client deliverables to ensure accuracy clarity and usability

• Manage day-to-day engagement execution including timelines deliverables and coordination with internal team members

• Communicate findings and recommendations to client stakeholders including participation in meetings with senior management investors and lenders

• Mentor and develop junior team members providing guidance on modeling analysis and professional development

Qualifications

• Bachelors degree in finance accounting economics or a related field

• 5 years of relevant experience in financial advisory investment banking transaction services or corporate FP&A

• Advanced proficiency in financial modeling including the ability to build models from first principles and apply them to real-world business scenarios

• Strong understanding of financial statements and accounting concepts

• Experience supporting transactions capital structure analysis or investment evaluation is preferred

• Advanced proficiency in Microsoft Excel with the ability to build review and manage complex models

• Experience with PowerPoint and the ability to develop clear client-ready presentations

• Strong analytical organizational and communication skills

• Ability to manage multiple priorities and operate effectively in a fast-paced client-service environment

• Professional certifications (CPA CFA CMA MBA) are a plus

The pay rate range for this job position is $59400 to $236800. Actual compensation is influenced by a variety ofrelevant factors including but not limited to applicants skills prior experience qualifications degreesprofessional certifications work arrangements and geographic location. Baker Tilly offers acomprehensive compensation and benefits package to eligible employees