Manager – Operating Model Transformation and Strategy

Baker Tilly•Frisco, TX

About The Position

Join Baker Tilly’s Managed Services Advisory team to help clients transform their Finance and Accounting functions. The team partners with leaders to design modern operating models, streamline processes, and implement technology-enabled solutions that improve efficiency, strengthen controls, and elevate business insights. The Manager collaborates with Go-to-Market, Technology, Transition, and Operations teams to address complex operational challenges from strategy through execution, guiding clients through assessments, design, transitions, and steady-state operations. The role serves as a strategic advisor, applying industry trends and operational best practices to provide actionable insights and help clients build scalable, high-performing Finance organizations. It also contributes to practice growth, client service, and Baker Tilly’s purpose-driven, innovative solutions.

Requirements

Bachelor’s degree in Finance, Accounting, or a related field.
At least five years of progressive experience in Finance transformation and/or GBS, within management consulting, with demonstrated leadership in operating model and process transformation.
Expertise advising global organizations on Finance processes, including Order-to-Cash, Procure-to-Pay, Record-to-Pay, FP&A, Treasury, Tax, Financial Reporting, and Internal Audit.
Expertise advising global organizations on GBS, shared services, outsourcing, and target operating model design, including BPO selection, contracting, transition, and performance management.
Knowledge of Finance systems and tools, including ERP, AI, and FP&A tools.
Strong consulting and delivery experience leading complex, multi-stakeholder transformations across captive and outsourced environments.
Expert-level proficiency in Power BI and strong working knowledge of Tableau, Alteryx, SQL, and similar analytics tools.
Advanced project and program management capabilities, including planning, risk management, executive reporting, and governance.
Experience designing data, reporting, and chart-of-accounts structures to improve insight, decision support, and performance management.
Strong executive presence and ability to translate complex operational and financial concepts into clear, actionable recommendations for senior leaders.
Strong oral and written communication skills.
Ability to build and sustain senior client relationships, support sales and proposal efforts, and influence strategic decision-making.

Nice To Haves

Master’s degree preferred.
CPA, CFA, PMP, or equivalent certification strongly preferred.
Healthcare, Financial Services, Private Equity, or Telecom/Technology industry experience.
Experience working with Private Equity companies and their portfolio companies.
Experience working at a Big 4 firm.
Experience managing offshore resources.

Responsibilities

Lead Finance Transformation and Global Business Services (GBS) client engagements from proposal development and executive workshops through assessments, transition, execution, and steady-state operations.
Design and implement end-state GBS and operating models across Finance, HR, IT, Procurement, Supply Chain, and Customer Operations, including process architecture, governance, service catalogs, organizational structures, and captive, outsourced, or hybrid global delivery models.
Assess organizational and process maturity and develop transformation roadmaps aligned with enterprise strategy, value levers, and business outcomes.
Lead large-scale, multi-process Finance transformation programs and organization design, integrating automation, analytics, AI, RPA, and intelligent workflow platforms.
Establish enterprise service management and performance frameworks, including SLAs/OLAs, KPI hierarchies, dashboards, financial and operational reporting, and continuous improvement mechanisms.
Drive transitions, migrations, and operational readiness across global delivery networks, including change management, knowledge transfer, risk mitigation, and stakeholder alignment.
Partner with technology and digital teams to embed data platforms, intelligent automation, and advanced analytics into GBS and Finance operations.
Work on Finance and operational transformation engagements involving outsourced CFO/Controllership, Record-to-Report, Procure-to-Pay, Order-to-Cash, FP&A, and Financial Reporting.
Design future-state Finance processes and data models, including financial consolidation, close acceleration, chart of accounts design, planning, budgeting, forecasting, and enterprise financial intelligence.
Direct and develop cross-functional consulting teams, managing delivery, quality, timelines, and client satisfaction across global stakeholders.
Develop dashboards, data models, and reporting solutions using tools such as Power BI, Tableau, SQL, and Alteryx.
Contribute to practice growth and go-to-market efforts, including managed services pursuits, thought leadership, practice development, sector-specific offerings, and representation at executive forums and industry events.
Mentor and develop junior team members and foster a collaborative, high-performance culture across global teams.