Finance Transformation & Operating Model Lead

Baker Tilly (US); Frisco (TX); On-site; USD 69,000 - 191,000; Full time

Job summary

Baker Tilly US, LLP is seeking a Manager for Operating Model Transformation and Strategy to join its Managed Services Advisory team in Frisco, TX. You will guide clients through assessments, design, transitions and steady-state operations, driving value across Finance, HR, IT, and related functions.

You will work with cross-functional teams to deliver scalable operating models, governance structures, and analytics capabilities that enable efficient, compliant and high-performing finance

Qualifications

• 5+ years of progressive experience in Finance transformation and/or GBS.
• Experience advising global organizations on Finance processes (O2C, P2P, R2P, FP&A, etc.).
• Proven expertise with GBS/shared services, outsourcing, and target operating model design.
• Strong analytics tooling knowledge including Power BI, Tableau, SQL, and Alteryx is preferred.

Responsibilities

• Lead client engagements related to Finance Transformation and GBS from proposal development, executive workshops and assessments through transition, execution, and steady state operations.
• Design and implement end-state GBS and operating models across Finance, HR, IT, Procurement, Supply Chain, and Customer Operations.
• Assess organizational/process maturity and develop transformation roadmaps aligned to enterprise strategy and business outcomes.
• Lead large-scale Finance transformation programs including automation, AI, RPA and intelligent workflows.
• Establish service management frameworks, dashboards, and reporting for continuous improvement.
• Drive transitions, migrations, and readiness across global delivery networks with change management and risk mitigation.
• Partner with technology teams to embed data platforms and advanced analytics into core operations.
• Mentor and develop junior consultants while delivering high-quality client impact.
• Develop scalable dashboards and data models to support operational, financial and strategic insights.
• Support growth efforts, thought leadership, and market offerings in the managed services space.

Skills

Leadership

Strategy

Finance transformation

Consulting

Communication

Stakeholder management

Education

Bachelor’s degree in Finance/Accounting

Master’s degree preferred

CPA/CFA/PMP or equivalent certifications strongly preferred

Tools

Power BI

Tableau

SQL

Alteryx

Job description

Baker Tilly US, LLP is seeking a Manager for Operating Model Transformation and Strategy to join its Managed Services Advisory team in Frisco, TX. You will guide clients through assessments, design, transitions and steady-state operations, driving value across Finance, HR, IT, and related functions.

You will work with cross-functional teams to deliver scalable operating models, governance structures, and analytics capabilities that enable efficient, compliant and high-performing finance