Senior Manager, Data Architecture & Solutions – Products & Platforms

Baker Tilly•Frisco, TX

About The Position

The Senior Manager, Data Architecture & Solutions owns the data and solution architecture of btOS, Baker Tilly’s operating system for Products & Platforms Managed Services. Reporting directly to the Principal, Products & Platforms, this senior individual contributor directs engineers, contractors, and partner resources on initiatives without necessarily having direct line authority. The role designs and stewards btOS’s durable architecture, including its canonical client data model, integrations, and governance. This foundation enables the platform’s AI, data, and BI engines to change without disrupting clients and allows multiple Managed Services business lines to connect client systems and reuse solutions. The Senior Manager translates business-line and client needs into reference architectures, data models, integration patterns, and working solutions. The role carries initiatives through sourcing decisions, enterprise intake, pilots, production, adoption, and value measurement, and contributes to client pursuits where data, automation, and AI support the Managed Services value proposition. Success calls for hands-on architecture expertise, business acumen, and the ability to move multiple initiatives forward in a fast-paced consulting environment with incomplete information.

Requirements

At least 8 years of experience in consulting, professional services, managed services, financial services, or technology.
At least 4 years designing and delivering data or analytics solutions.
Hands-on experience architecting data platforms, including cloud data warehouses (Snowflake preferred), ETL/ELT and workflow tools (KNIME, Alteryx, or equivalent), SQL, and the Microsoft Power stack (Power BI, Power Automate, Power Query).
Experience integrating enterprise systems such as ERP and general ledger, property or fund accounting, payroll/HRIS, CRM, or ticketing platforms into a shared data layer.
Track record moving solutions from concept through development, deployment, and sustained adoption, including audit-ready controls, reconciliation, and exception reporting.
Experience directing engineers, contractors, or partner resources without direct line authority.
Strong business acumen and ability to connect architecture decisions to business outcomes, cost, and measurable value.
Strong client-facing communication and presentation skills, including comfort in pursuits, workshops, and executive reviews.
Ability to manage multiple workstreams amid changing priorities and incomplete information.
Strong influencing and relationship skills across senior business and technology stakeholders.
Bachelor's degree required.

Nice To Haves

Advanced degree in data science, analytics, computer science, or a related field.
Working knowledge of generative AI, large language models, RAG, APIs, AI agents, and agentic workflows, including how they use a governed data layer.
Experience with intelligent document processing, automation, or workflow platforms in finance, accounting, HR, or payroll contexts.
Knowledge of finance and accounting, family office, real estate, private equity, or fund administration processes and systems such as Yardi, Investran, Dynamics, NetSuite, or Sage.
Experience in managed services, shared services, business process operations, or other recurring-delivery environments.
Enterprise technology vendor and alliance relationships, including evaluating partners, investments, or acquisitions.
Experience with corporate performance management and financial planning tools such as Solver and BI platforms.
Familiarity with data governance, lineage, and security frameworks in professional-services or regulated settings.

Responsibilities

Own the btOS reference architecture, including the canonical client data model, integration patterns, and standards that allow underlying engines to change without disrupting clients.
Design data flows from client source systems such as ERP, general ledger, property management, fund accounting, payroll/HRIS, and ticketing into platform data and workflow tools and out to analytics, automation, and insight products.
Define btOS data governance, quality, lineage, and access standards aligned with firm Data Governance, GRC, and Security requirements.
Maintain the btOS technology inventory, future-state map, and dependencies between engines, business lines, and client cohorts.
Translate business-line and client requirements into architectures, data models, workflows, and expected outcomes, and document solution designs before development begins.
Lead prioritized solution builds, directing engineers, contractors, and partner resources through design, development, testing, and release.
Build reusable connectors, data pipelines, reconciliation and control workflows, and reporting models that can be adopted across business lines.
Provide hands-on technical leadership on data pipelines, automation, and analytics when needed.
Lead technical evaluations for Build / Buy / Borrow decisions and prepare business cases for the Tech Committee.
Guide platform requests through enterprise intake and approval processes, representing Managed Services requirements in reviews.
Coordinate with data, automation, document-intelligence, and AI partners; assess vendors for integration fit, scalability, economics, and client value.
Support the renewal and lifecycle calendar for btOS platforms with Application Support and Procurement.
Participate in client discovery sessions, workshops, pursuits, and deal reviews involving data, automation, or AI.
Design client-facing btOS pursuit solutions, including data onboarding, integrations, dashboards, insight products, and operating effort.
Support solution narratives, demonstrations, executive presentations, and pricing inputs with VAO and business-line leaders.
Explain technical capabilities in terms of clear business outcomes and client value.
Move solutions from proof of concept through enablement and sustained use across the client lifecycle.
Work with business-line and delivery leaders on adoption, training, and integration into existing workflows.
Define and track adoption, productivity, quality, client-outcome, and financial measures, and report value to Products & Platforms and MSLT.
Identify adoption barriers and coordinate the teams needed to address them.
Connect Managed Services business lines with TDIO, Enterprise Architecture, Data Governance, Innovation, and the AI solutioning group.
Influence across teams, escalating decisions, risks, and dependencies to the Principal, Products & Platforms and the Tech Committee.
Design human review, controls, and escalation into AI-enabled and automated workflows.
Work with Risk, Legal, and Security to ensure btOS solutions operate within firm standards.