Director – Corporate Finance Advisory

Role Overview

• 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.
• 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.
• 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.
• Help lead, mentor, and develop high-performing team members while fostering a culture of accountability, growth, and collaboration.
• 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.

Requirements

• 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 leadership roles
• Direct experience working with private equity firms and/or PE-backed portfolio companies
• CPA, CMA, CFA, or similar credentials strongly preferred.
• Demonstrated experience leading finance transformation, FP&A build-outs, or operational finance initiatives.
• Strong understanding of private equity environments, including value creation, reporting expectations, and liquidity/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 FP&A and analytics tools (e.g., Power BI, Tableau, Anaplan, Adaptive, or similar) strongly preferred.
• 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/accounting processes.
• Ability to travel < 25% annually.

Tech Stack

• Tableau

Benefits

• Health insurance
• 401(k) matching
• Flexible work hours
• Paid time off
• Remote work options