CFO Advisory Manager: Financial Modeling & Strategy

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

Job summary

Baker Tilly is seeking a Manager in CFO Advisory to lead financial modeling engagements, build integrated 3-statement models, and advise on forecasting and capital planning. You will work with CFOs, management teams, and investors across industries to deliver high-quality analyses and client-ready outputs.

The role requires 5+ years of finance advisory experience, CPA/CFA/MBA a plus, and expert Excel/PowerPoint skills in a fast-paced client-service environment.

Qualifications

• Bachelor's degree in finance, accounting, economics, or related field.
• 5+ years of relevant experience in financial advisory, investment banking, transaction services, or corporate FP&A.
• Advanced proficiency in financial modeling, including building models from first principles.
• 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 client-ready presentations.
• Strong analytical, organizational, and communication skills.
• Ability to manage multiple priorities in a fast-paced, client-service environment.
• Professional certifications (CPA, CFA, CMA, MBA) are a plus.

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 skills

Communication skills

Multitasking

Education

Bachelor's degree in finance or related field

Tools

Microsoft Excel

PowerPoint

Job description

Baker Tilly is seeking a Manager in CFO Advisory to lead financial modeling engagements, build integrated 3-statement models, and advise on forecasting and capital planning. You will work with CFOs, management teams, and investors across industries to deliver high-quality analyses and client-ready outputs.

The role requires 5+ years of finance advisory experience, CPA/CFA/MBA a plus, and expert Excel/PowerPoint skills in a fast-paced client-service environment.