Manager, Corporate Finance Advisory

Baker Tilly; San Francisco (CA); On-site; USD 59,000 - 237,000; Full time

Job summary

Baker Tilly in San Francisco seeks a Manager for CFO Advisory to lead financial modeling, forecasting, and strategic finance engagements for founder-owned to PE-backed clients.

You will manage engagements, mentor junior staff, and present insights to CFOs and investors, building integrated 3-statement models and scenario analyses that drive critical business decisions.

Qualifications

• Bachelor’s degree required; finance/accounting/economics or related field.
• Experience in financial advisory, investment banking, or FP&A is preferred.
• Advanced proficiency in financial modeling and Excel.
• Strong analytical and communication skills.

Responsibilities

• Lead complex financial modeling engagements, including 3-statement models and cash flow projections.
• Translate client objectives into structured analyses and outputs.
• Manage engagements and coordinate with client stakeholders and internal teams.
• Present findings to senior management, investors, and lenders.
• Mentor junior team members in modeling and analysis.

Skills

Financial modeling

Client communication

Team leadership

Stakeholder management

Analytical thinking

Education

Bachelor’s degree in finance, accounting, economics, or related field

Tools

Excel

PowerPoint

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. Visitbakertilly.comor join the conversation onLinkedIn,FacebookandInstagram.

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:

Responsibilities

Join Baker Tilly as a Manager in our CFO Advisory practice, focused on financial planning & analysis, financial modeling, and strategic finance. We help clients make informed, forward-looking decisions through structured financial analysis, dynamic modeling, and practical insight aligned to their business objectives.

Our team supports a diverse client base ranging from founder-owned businesses to private equity-backed platforms and large enterprises across industries including manufacturing, business services, consumer, healthcare, and technology. We work closely with CFOs, management teams, and investors on initiatives involving forecasting, capital allocation, transactions, and operational performance.

As a Manager, you will lead the development of financial models and analytical frameworks that inform critical business decisions. You will manage engagements, work directly with client stakeholders, and oversee the delivery of high-quality analyses and outputs. This role requires both strong technical capability and the ability to structure and communicate complex financial information clearly.

• 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

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 the ability to build models from first principles and apply 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

The pay rate range for this job position is $59,400 to $236,800. Actual compensation is influenced by a variety ofrelevant factors including but not limited to applicant’s skills, prior experience, qualifications, degrees,professional certifications, work arrangements and geographic location. Baker Tilly offers acomprehensive compensation and benefits package to eligible employees