Director - Corporate Finance Advisory

As Director in Baker Tilly's Office of the CFO, you lead high-impact FP&A and finance transformation work for growth-focused clients, partnering with CFOs and PE sponsors. You shape end-to-end finance capabilities and drive value creation post-investment. You'll manage complex engagements, build scalable methodologies, and mentor teams while collaborating across service lines. This is a high-growth role in a fast-paced firm offering visibility to leadership and a path toward Principal.

• Serve as trusted advisor to CFOs and senior executives on FP&A and finance transformation engagements
• Lead complex engagements across interim FP&A leadership, stand-up of FP&A functions, budgeting/forecasting, and long-range planning
• Develop and automate management reporting; create KPI frameworks and dashboards (Power BI)
• Support value creation initiatives for PE-backed portfolio companies, including cash flow optimization
• Oversee engagement quality, timing, and profitability across multiple projects
• Help define and scale FP&A capabilities and develop standardized methodologies and accelerators
• Drive business development through client relationships, proposals, and market-facing content
• Lead and mentor team members, balancing hands-on work with leadership and coaching
• Collaborate across service lines to deliver integrated solutions
• possess strong client relationship management and executive communication skills

• 10-15+ years of relevant experience
• Big 4 or national firm experience plus corporate FP&A or finance leadership roles
• Experience with private equity environments and PE-backed portfolios
• CPA, CMA, CFA or similar credentials strongly preferred
• Demonstrated finance transformation and FP&A build-out experience
• Strong financial modeling and analytical capabilities; advanced Excel and PowerPoint
• Experience with FP&A analytics tools (Power BI, Tableau, Anaplan, Adaptive) preferred
• Excellent communication and executive presence; ability to influence C-suite
• Strong project management and ability to manage multiple complex engagements
• Familiarity with US GAAP and liquidity/cash management
• Ability to travel
• MBA or advanced degree preferred

• leadership
• expert communication
• cross-functional collaboration
• Advanced financial modeling
• Power BI
• Tableau