Finance Advisory Services Manager — Growth & Transformation

Baker Tilly (US); Boca Raton (FL); On-site; USD 66,000 - 182,000; Full time

Job summary

Baker Tilly US, LLP is seeking a Manager in Financial Advisory Services to help CFOs and finance leaders improve reporting, analytics and process efficiency across middle-market clients. You will oversee engagements, guide teams, and deliver practical, data-driven insights that support growth and value creation.

You’ll collaborate with senior managers and partners, develop business opportunities, and mentor staff while maintaining a high ethical standard.

Qualifications

• 5+ years' experience in a large accounting firm in audit, financial advisory service line in financial services industry.
• Bachelor’s degree in accounting, finance or related field; CPA/CMA preferred.

Responsibilities

• Lead engagements focused on US GAAP Advisory, Business Analytics and Decision Support, Financial Accounting Advisory Services, Transaction Support, and Finance transformation.
• Supervise, develop and train staff on engagements, contributing to client service and project delivery.
• Interact with senior managers and partners on engagement management and client relationships.
• Mentor juniors and expand firm services with clients.

Skills

Analytical skills

Advanced Excel

Communication

Team collaboration

Client management

Education

Bachelor’s degree in accounting/finance or related

CPA or CMA preferred

Tools

Power BI

Tableau

Job description

Baker Tilly US, LLP is seeking a Manager in Financial Advisory Services to help CFOs and finance leaders improve reporting, analytics and process efficiency across middle-market clients. You will oversee engagements, guide teams, and deliver practical, data-driven insights that support growth and value creation.

You’ll collaborate with senior managers and partners, develop business opportunities, and mentor staff while maintaining a high ethical standard.