Manager, Corporate Finance Advisory
About The Position
Baker Tilly is hiring a Manager in its CFO Advisory practice, focused on financial planning and analysis, financial modeling, and strategic finance. The team helps clients make informed, forward-looking decisions through structured financial analysis, dynamic modeling, and practical insight aligned with their business objectives. Clients range from founder-owned businesses to private equity-backed platforms and large enterprises across manufacturing, business services, consumer, healthcare, and technology. The role works closely with CFOs, management teams, and investors on forecasting, capital allocation, transactions, and operational performance. The Manager leads financial modeling and analytical frameworks that inform critical business decisions, manages engagements, works directly with client stakeholders, and oversees high-quality analysis and deliverables. The role calls for strong technical skills and the ability to structure and communicate complex financial information clearly.
Requirements
- Bachelor’s degree in finance, accounting, economics, or a related field.
- At least 5 years of relevant experience in financial advisory, investment banking, transaction services, or corporate FP&A.
- Advanced financial modeling proficiency, including building models from first principles and applying them to real-world business scenarios.
- Strong understanding of financial statements and accounting concepts.
- Advanced proficiency in Microsoft Excel, including building, reviewing, and managing complex models.
- Experience with PowerPoint and 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.
Nice To Haves
- Experience supporting transactions, capital structure analysis, or investment evaluation.
- Professional certification or qualification such as CPA, CFA, CMA, or MBA.
Responsibilities
- Lead complex financial modeling engagements, including integrated three-statement models, cash flow models, and scenario analyses for strategic decision-making.
- Translate client objectives into structured analytical approaches by 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 by developing pro forma models, analyzing deal structures, and evaluating 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 participating in meetings with senior management, investors, and lenders.
- Mentor and develop junior team members, providing guidance on modeling, analysis, and professional development.
Benefits
- Comprehensive compensation and benefits package for eligible employees.
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What This Job Offers
Job Type
Full-time
Career Level
Manager
