Managing Director, CFO Accounting Advisory

Managing Director, Financial Advisory Services

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.

Key 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.

Practice Building & Capability Development:

• 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.

Business Development & Market Presence:

• 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.

Team Leadership & Talent Development:

• 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.

Qualifications:

• 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…