Treasury Director, OCFO Advisory

Baker Tilly•Frisco, TX

1d•$155,800 - $314,900

About The Position

Join Baker Tilly as a Director in its Financial Advisory Services team within the Office of the CFO practice. This leadership role supports the growth of a Treasury and finance transformation offering, partnering with CFOs, private equity sponsors, and executive teams to design, build, and operate finance functions that support better and faster decision-making. The team serves clients ranging from high-growth, PE-backed portfolio companies to large enterprises across a variety of industries. The work spans interim Treasury leadership, Treasury function stand-up, carve-out support, cash flow and liquidity optimization, operating model modernization, and enabling technology implementation. The role focuses on ongoing Treasury, finance transformation, and value creation—not transaction execution—and often supports clients post-investment. The Director works across client delivery, capability building, and business development as a trusted advisor to senior finance leaders. This role offers the opportunity to help shape the strategy, offerings, and growth of the Office of the CFO practice, work with firm leadership, and pursue continued advancement toward Principal. Annual travel is expected to be less than 25%. The compensation range is $155,800–$314,900; actual compensation depends on factors including skills, experience, qualifications, and geographic location. Work location status should be discussed with a Baker Tilly talent acquisition professional.

Requirements

Bachelor's degree in finance, accounting, economics, or a related field.
12 or more years of relevant experience.
Demonstrated experience leading finance transformation, Treasury build-outs, or operational finance initiatives.
Strong understanding of private equity environments, including value creation, reporting expectations, and liquidity and 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 Treasury management systems.
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 and accounting processes.
Ability to travel less than 25% annually.

Nice To Haves

MBA or advanced degree.
Experience at a Big 4 or national accounting or consulting firm.
Corporate Treasury or finance leadership experience.
Direct experience working with private equity firms and/or PE-backed portfolio companies.
CPA, CTP, CMA, CFA, or similar credentials; strongly preferred.
Understanding of global Treasury structures, financial markets, and risk frameworks.

Responsibilities

Serve as a trusted advisor to CFOs, private equity sponsors, and senior executives on Treasury and finance transformation engagements.
Lead complex client engagements involving liquidity optimization, enterprise cash visibility, controls, Treasury operating models, bank account management, and banking relationships.
Assess current-state Treasury operations and develop future-state operating models, strategic roadmaps, and business cases.
Provide interim Treasury leadership and operational finance support, and help stand up Treasury functions across people, processes, and technology.
Optimize payment processes and support centralized Treasury or in-house banking models.
Support PE-backed portfolio companies with value creation, performance improvement, cash flow optimization, and finance infrastructure build-out.
Oversee multiple concurrent engagements, ensuring quality, timeliness, and profitability.
Help define, build, and scale the firm's Treasury and Office of the CFO capabilities.
Develop and standardize methodologies, tools, and accelerators, including forecasting frameworks, reporting templates, and dashboard solutions.
Collaborate across service lines to deliver integrated, cross-functional solutions.
Originate or expand client relationships, particularly with private equity firms and portfolio companies, to generate revenue and grow accounts.
Lead proposal development and deal shaping, including scoping, pricing, and service positioning.
Contribute to thought leadership, client presentations, and market-facing content; participate in go-to-market strategies targeting high-growth and PE-backed companies.
Help lead, mentor, recruit, and develop team members while fostering accountability, growth, and collaboration.
Provide technical guidance in financial modeling, Treasury processes, and client delivery, balancing hands-on problem solving with leadership and oversight.