OVERVIEW
Baker Tilly is a leading advisory, tax and assurance firm, providing clients
with a genuine coast-to-coast and global advantage in major regions of the U.S.
and in many of the world’s leading financial centers – New York, London, San
Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and
Baker Tilly US, LLP (Baker Tilly) provide professional services through an
alternative practice structure in accordance with the AICPA Code of Professional
Conduct and applicable laws, regulations and professional standards. Baker Tilly
US, LLP is a licensed independent CPA firm that provides attest services to its
clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax
and business advisory services to their clients. Baker Tilly Advisory Group, LP
and its subsidiary entities are not licensed CPA firms.
Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly,
are independent members of Baker Tilly International, a worldwide network of
independent accounting and business advisory firms in 141 territories, with
43,000 professionals and a combined worldwide revenue of $5.2 billion.
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color, religion, sex, national origin, disability or protected veteran status,
gender identity, sexual orientation, or any other legally protected basis, in
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Advisory Group, LP, and are not subject to payment of agency fees. In order to
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review via our applicant tracking system.
JOB DESCRIPTION:
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 Senior Manager, 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
market through purpose-driven, innovative solutions.
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.
* A leader in 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.
* Provide technical accounting knowledge that includes US GAAP / IFRS
Compliance, external reporting, Accounting policies and financial statement
preparation
* Mentor and develop junior and mid‑level team members, fostering a
collaborative, high‑performance culture across global teams.
Qualifications
* Bachelor’s degree in Finance, Accounting, MIS, or related field (Master’s
preferred); CPA, CFA, PMP, or equivalent certifications strongly preferred.
* Eight (8)+ 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.
* Experience working and leading technical accounting projects
* Technical accounting experience with complex transactions like IPOs, SPACs,
and M&A is a plus
* CPA certification is a plus
* Experience in onboarding / transitioning clients
* Strong consulting and delivery experience leading complex, multi‑stakeholder
transformations across captive and outsourced environments.
* 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.
* 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.
THE COMPENSATION RANGE FOR THIS ROLE IS $63,300 TO $220,830. ACTUAL COMPENSATION
IS INFLUENCED BY A VARIETY OF FACTORS INCLUDING BUT NOT LIMITED TO SKILLS,
EXPERIENCE, QUALIFICATIONS, AND GEOGRAPHIC LOCATION
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