CFO Advisory Manager

Baker Tilly (US); Frisco (TX); On-site; USD 59,000 - 237,000; Full time

Job summary

Baker Tilly is seeking a Manager in our CFO Advisory practice, focused on financial planning & analysis, financial modeling, and strategic finance. We help clients make informed, forward-looking decisions through structured financial analysis, dynamic modeling, and practical insight aligned to their business objectives.

Our team supports a diverse client base ranging from founder-owned businesses to private equity-backed platforms and large enterprises across industries including

Qualifications

• 5+ years of relevant experience in financial advisory, investment banking, transaction services, or corporate FP&A.
• Advanced proficiency in financial modeling and building models from first principles.
• Strong understanding of financial statements and accounting concepts.
• Experience supporting transactions, capital structure analysis, or investment evaluation is preferred.

Responsibilities

• 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.

Skills

Financial modeling

Analytical thinking

Communication skills

Project management

Education

Bachelor's degree in finance/accounting/economics

CPA/CFA/CMA/MBA (plus)

Tools

Microsoft Excel

PowerPoint

Job description

Baker Tilly is seeking a Manager in our CFO Advisory practice, focused on financial planning & analysis, financial modeling, and strategic finance. We help clients make informed, forward-looking decisions through structured financial analysis, dynamic modeling, and practical insight aligned to their business objectives.

Our team supports a diverse client base ranging from founder-owned businesses to private equity-backed platforms and large enterprises across industries including