CFO Advisory Manager: Financial Modeling & Strategy

Baker Tilly US; Kalamazoo (MI); On-site; USD 120,000 - 237,000; Full time

Job summary

Baker Tilly US is seeking a Manager for the CFO Advisory practice, focusing on financial planning & analysis, financial modeling, and strategic finance. You will lead development of robust models and frameworks, working with CFOs, management teams, and investors to drive informed decisions.

You will guide engagements, manage stakeholder communications, and mentor junior colleagues while delivering high-quality analyses and client-ready outputs in a fast-paced environment.

Qualifications

• 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 building models from first principles and applying 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.

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

Mentoring

Project management

Education

Bachelor’s degree in finance, accounting, economics

Tools

Microsoft Excel

PowerPoint

Job description

Baker Tilly US is seeking a Manager for the CFO Advisory practice, focusing on financial planning & analysis, financial modeling, and strategic finance. You will lead development of robust models and frameworks, working with CFOs, management teams, and investors to drive informed decisions.

You will guide engagements, manage stakeholder communications, and mentor junior colleagues while delivering high-quality analyses and client-ready outputs in a fast-paced environment.