Senior Associate - Advisory Consulting & Operating Model

Baker Tilly•Frisco, TX

1d•$84,000 - $164,300

About The Position

Join Baker Tilly’s Managed Services Advisory team and help clients transform how their finance and accounting functions operate. We partner with leaders to design modern operating models, streamline processes, and implement technology-enabled solutions that drive efficiency, strengthen controls, and elevate business insights. As a Sr. Associate, you’ll work with Baker Tilly’s cross-functional teams (Go-to-Market, Technology, Transition, and Operation) to solve complex operational challenges from strategy through execution. You will guide clients through assessments, design, transitions, and steady state operations while delivering best-in-class service and financial expertise. In this role, you’ll act as a strategic advisor, using your knowledge of industry trends and operational best practices to provide actionable insights and help clients build scalable, high-performing finance organizations. Every team member plays a key role in advancing Baker Tilly’s mission to lead the middle the market through purpose-driven, innovative solutions.

Requirements

Bachelor’s degree in Finance, Accounting, MIS, or related field (Master’s preferred); CPA, CFA, PMP, or equivalent certifications strongly preferred.
Two (2)+ years of progressive experience in finance transformation, GBS, or management consulting with demonstrated leadership in operating model and process transformation.
Proven 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 tools that includes ERP's, AI and FP&A tools
Deep knowledge & demonstrated design through execution and process improvement & standardization Record‑to‑Report, Procure‑to‑Pay, Order‑to‑Cash, FP&A, and Financial Reporting.
Strong consulting and delivery experience leading complex, multi‑stakeholder transformations across captive and outsourced environments.
Advanced project and program management capabilities, including planning, risk management, executive reporting, and governance.
Extensive experience designing data, reporting, and chart‑of‑accounts structures to enhance insight, decision support, and performance management.
Strong executive presence with the ability to translate complex operational and financial concepts into clear, actionable recommendations for senior leaders.
Proven ability to build and sustain senior client relationships, support sales and proposal efforts, and influence strategic decision‑making.

Nice To Haves

Experience working with Private Equity companies and their portfolio companies is plus
Expert‑level proficiency in Power BI; strong working knowledge of Tableau, Alteryx, SQL, and similar analytics tools.

Responsibilities

Design and implement end‑state Global Business Services (GBS) and operating models across Finance, HR, IT, Procurement, Supply Chain, and Customer Operations, including process architecture, governance, service catalogs, organizational structures, and global delivery models (captive, outsourced, hybrid).
Assess organizational and process maturity, and develop transformation roadmaps aligned to enterprise strategy, value levers, and business outcomes.
Lead large‑scale, multi‑process transformation programs, integrating automation, analytics, AI, RPA, and intelligent workflow platforms to drive efficiency, scalability, and service excellence.
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 core GBS and finance operations.
Serve as a trusted advisor on complex finance and operational transformation engagements, including outsourced CFO/Controllership, Record‑to‑Report, Procure‑to‑Pay, Order‑to‑Cash, FP&A, and Financial Reporting.
Design and deliver future‑state finance processes and data models, including financial consolidation, close acceleration, chart of accounts design, planning/budgeting/forecasting, and enterprise financial intelligence (e.g., AI)
Lead client engagements, from executive workshops and assessments through proposal development, transition, execution, and steady state operations.
Direct and develop cross‑functional consulting teams, managing day‑to‑day delivery, quality, timelines, and client satisfaction across global stakeholders.
Develop scalable dashboards, data models, and reporting solutions using tools such as Power BI, Tableau, SQL, and Alteryx to support operational, financial, and strategic insights.
Contribute to practice growth and go‑to‑market efforts, including managed services pursuits, thought leadership, reusable assets, sector‑specific offerings, and representation at executive forums and industry events.