Director - GBS Advisory Consulting & Operating Model

Baker Tilly Advisory Group, LP; Dallas (TX); On-site; USD 180,000 - 230,000; Full time

Job summary

Baker Tilly Advisory Group, LP seeks a Director to lead strategic finance transformation initiatives for multinational clients, shaping finance shared services and delivery models across R2R, P2P, and O2C. You will advise CFOs, manage large programs, and drive automation, cost optimization, and digital enablement across global teams.

The role requires 12+ years in finance transformation with deep ERP experience (SAP, Oracle, Workday) and strong leadership, stakeholder management and client

Qualifications

• Bachelor's degree in Accounting, Finance, or related field; CPA, CMA, or MBA preferred.
• 12+ years in consulting or industry roles focused on Finance Shared Services, BPO, or GBS transformation.
• Proven track record leading large-scale global finance transformation programs.
• Strong knowledge of ERP platforms (SAP, Oracle, Workday), digital enablers (RPA, AI), and process improvement methodologies (Lean, Six Sigma).

Responsibilities

• Develop and execute Finance Transformation Strategy for Shared Services, BPO, and GBS operating models.
• Advise CFOs and finance leadership, benchmarking and best practices for client relationships.
• Oversee end-to-end delivery of complex finance transformation engagements with cross-functional teams.
• Drive cost optimization through process redesign, automation, and strategic sourcing in finance operations.
• Contribute to IP development, white papers, and industry insights on Finance Shared Services trends.
• Mentor and coach junior team members and support talent development.

Skills

ERP knowledge

Leadership

Stakeholder management

Education

Bachelor's degree in Accounting/Finance

Tools

SAP

Oracle

Workday

Robotic Process Automation

Job description

Overview

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers – New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.

Job Description

As a Director in our Finance & Accounting Managed Services and Shared Services Advisory practice, you will lead strategic transformation initiatives for multinational clients, focusing on designing, implementing, and optimizing finance and accounting service delivery models. You will serve as a trusted advisor to CFOs and senior finance leaders, driving operational excellence, cost optimization, and digital enablement across Record-to-Report (R2R), Procure-to-Pay (P2P), Order-to-Cash (O2C), and other finance processes.

Key Responsibilities

Finance Transformation Strategy Develop and execute strategies for Finance Shared Services, BPO, and GBS operating models, including global process ownership, governance, and service delivery frameworks. Lead large-scale finance transformation programs, including process standardization, automation, and digital enablement (ERP, RPA, AI, analytics). Advise clients on global delivery models, captive vs. outsourced structures, and hybrid solutions for finance operations.

Client Advisory & Relationship Management Serve as a senior advisor to CFOs and finance leadership teams, providing insights on industry trends, benchmarking, and best practices. Build and maintain strong executive-level relationships to identify new opportunities and expand service offerings.

Program Management & Delivery Oversee end-to-end delivery of complex finance transformation engagements, ensuring quality, timeliness, and alignment with client objectives. Manage cross-functional teams and coordinate with global delivery centers to achieve project milestones.

Financial & Operational Performance Drive cost optimization initiatives through process redesign, automation, and strategic sourcing within finance operations. Develop business cases and ROI models for finance transformation programs, ensuring measurable outcomes such as working capital improvements and close cycle reductions.

Thought Leadership & Market Development Contribute to the development of intellectual property, white papers, and industry insights on Finance Shared Services and GBS trends. Represent the firm at finance transformation forums, conferences, and client workshops.

People Leadership Mentor and coach junior team members, fostering a culture of collaboration and continuous learning. Support talent development and succession planning within the finance transformation practice.

Qualifications

Education: Bachelor’s degree in Accounting, Finance, or related field; CPA, CMA, or MBA preferred. Experience: Twelve (12) plus years in consulting or industry roles focused on Finance Shared Services, BPO, or GBS transformation. Proven track record in leading large-scale global finance transformation programs. Strong knowledge of ERP platforms (SAP, Oracle, Workday), digital enablers (RPA, AI), and process improvement methodologies (Lean, Six Sigma). Excellent stakeholder management, communication, and leadership skills.

Preferred Skills Experience with global delivery models and multi-location strategies for finance operations. Familiarity with outsourcing contracts, SLAs, and vendor governance in finance processes. Ability to manage ambiguity and deliver results in complex environments.

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers – New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. If you have a special request or need that requires accommodations to fully participate in interviewing or onboarding, please submit your request using the “Contact Us” feature on our Careers page. A member of our People Solutions team will follow up with you to discuss your specific needs.