Manager, Corporate Finance Advisory

Role Overview

• Join Baker Tilly as a Manager in our CFO Advisory practice, focused on financial planning & analysis, financial modeling, and strategic finance.
• Help clients make informed, forward-looking decisions through structured financial analysis, dynamic modeling, and practical insight aligned to their business objectives.
• Lead complex financial modeling engagements, including development of integrated 3-statement models, cash flow models, and scenario analyses used to support strategic decision-making.
• Translate client objectives into structured analytical approaches, including defining key drivers, assumptions, and outputs.
• Evaluate business initiatives and financial alternatives, including capital raises, recapitalizations, acquisitions, and organic growth strategies.
• Support transaction-related engagements through development of pro forma models, analysis of deal structures, and evaluation of stakeholder outcomes.
• Develop and oversee scenario and sensitivity analyses to assess risks, constraints, and key value drivers.
• Support the design and implementation of forecasting processes, budgets, and management reporting frameworks.
• Review and refine financial models, analyses, and client deliverables to ensure accuracy, clarity, and usability.
• Manage day-to-day engagement execution, including timelines, deliverables, and coordination with internal team members.
• Communicate findings and recommendations to client stakeholders, including participation in meetings with senior management, investors, and lenders.
• Mentor and develop junior team members, providing guidance on modeling, analysis, and professional development.

Requirements

• Bachelor’s degree in finance, accounting, economics, or a related field
• 5+ years of relevant experience in financial advisory, investment banking, transaction services, or corporate FP&A
• Advanced proficiency in financial modeling, including the ability to build models from first principles and apply them to real-world business scenarios
• Strong understanding of financial statements and accounting concepts
• Experience supporting transactions, capital structure analysis, or investment evaluation is preferred
• Advanced proficiency in Microsoft Excel, with the ability to build, review, and manage complex models
• Experience with PowerPoint and the ability to develop clear, client-ready presentations
• Strong analytical, organizational, and communication skills
• Ability to manage multiple priorities and operate effectively in a fast-paced, client-service environment
• Professional certifications (CPA, CFA, CMA, MBA) are a plus

Benefits

• Comprehensive compensation and benefits package