Managing Director, CFO Accounting Advisory

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Join Baker Tilly as a Managing 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 basefrom high-growth PE-backed portfolio companies to large enterprisesacross industries including consumer products manufacturing and distribution technology life sciences healthcare media and entertainment and professional services. We deliver a broad suite of services spanning interim FP&A leadership finance function stand-up strategic planning financial modeling management reporting and advanced analytics.

As a Managing Director you will operate at the intersection of client delivery capability building and business development helping shape the future of our practice while serving as a trusted advisor to senior finance leaders. This role is focused on ongoing FP&A finance transformation and value creationnot transaction executionoften working with clients post-investment.

Key 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 Tillys 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 firms 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:

• Bachelors degree in finance accounting economics or related field; MBA or advanced degree preferred.

• 1015 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.

This is a unique opportunity to join a high-growth entrepreneurial team within a leading firm where you will play a direct role in shaping the strategy offerings and trajectory of the Office of the CFO practice. Youll have the opportunity to build something meaningful work closely with firm leadership and position yourself for continued advancement toward Principal.

The pay rate range for this job position is $275930 to $413900. Actual compensation is influenced by a variety of relevant factors including but not limited to applicants skills prior experience qualifications degrees professional certifications work arrangements and geographic location. Baker Tilly offers a comprehensive compensation and benefits package to eligible employees.