Director, FP&A & Finance Transformation

Baker Tilly; Houston (TX); On-site; USD 193,000 - 346,000; Full time

Job summary

Baker Tilly in Houston seeks a Director to lead FP&A and finance transformation within the Office of the CFO. You will guide client engagements, design financial models, and build scalable capabilities for PE-backed and enterprise clients.

You will partner with CFOs and executives, drive value creation, and develop cross-functional solutions across planning, reporting, analytics, and performance insights while leading a growing team.

Qualifications

• Bachelor’s degree in finance, accounting, economics; MBA or advanced degree preferred.
• 10–15+ years of relevant experience in FP&A/finance leadership roles.
• CPA, CMA, CFA or similar credentials strongly preferred.

Responsibilities

• Lead FP&A and finance transformation engagements for PE-backed and enterprise clients.
• Design and build budgeting, forecasting, and long-range planning processes.
• Develop financial models, KPI dashboards, and performance insights for executives.
• Partner with cross-functional teams to deliver integrated solutions across planning, reporting and analytics.
• Oversee engagement delivery, ensuring quality, timeliness, and profitability.

Skills

FP&A leadership

Financial modeling

Power BI

Client relationship management

Excel & PowerPoint

Education

Bachelor’s degree in finance, accounting, economics

MBA or advanced degree preferred

Tools

Power BI

Tableau

Anaplan

Adaptive

Job description

Baker Tilly in Houston seeks a Director to lead FP&A and finance transformation within the Office of the CFO. You will guide client engagements, design financial models, and build scalable capabilities for PE-backed and enterprise clients.

You will partner with CFOs and executives, drive value creation, and develop cross-functional solutions across planning, reporting, analytics, and performance insights while leading a growing team.