Managing Director, CFO Accounting Advisory
About The Position
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 base—from high-growth, PE-backed portfolio companies to large enterprises—across 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 creation—not transaction execution—often working with clients post-investment.
Requirements
- Bachelor’s degree in finance, accounting, economics, or related field; MBA or advanced degree preferred.
- 10–15+ 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.
Responsibilities
- 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.
- Help define, build, and scale Baker Tilly’s 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.
- 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 firm’s brand in FP&A and finance transformation.
- Actively participate in go-to-market strategies targeting high-growth and PE-backed companies.
- 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.
Benefits
- Baker Tilly offers a comprehensive compensation and benefits package to eligible employees.
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What This Job Offers
Job Type
Full-time
Career Level
Manager
