Manager – Operating Model Transformation and Strategy

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

Job summary

Baker Tilly US is seeking a Manager – Operating Model Transformation and Strategy to lead Finance Transformation and Global Business Services initiatives. You will design end-state operating models, drive process improvements, and manage multi-disciplinary teams across Finance, HR, IT, and Procure-to-Pay.

The role emphasizes leadership, client delivery, and the integration of automation, analytics, AI, and data platforms to create scalable, value‑driven outcomes for global clients.

Qualifications

• Bachelor’s degree in Finance or Accounting required.
• Five+ years in Finance transformation/GBS in management consulting.
• Experience in Finance processes: O2C, P2P, R2P, FP&A, Treasury, and Financial Reporting.
• Knowledge of Finance systems tools such as ERP and FP&A tools.
• Strong leadership and stakeholder management across global teams.

Responsibilities

• Lead client engagements in Finance Transformation and GBS.
• Design end-state GBS and operating models across Finance/HR/IT/Procurement/SC/Customer Ops.
• Develop transformation roadmaps aligned to enterprise strategy and value levers.
• Lead large-scale transformation programs with automation, analytics, AI, and RPA.
• Develop dashboards and reporting solutions using Power BI, Tableau, SQL, Alteryx.

Skills

Power BI

Tableau

Alteryx

SQL

FP&A

Leadership

Communication

Education

Bachelor’s degree in Finance/Accounting

Master’s degree preferred

CPA/CFA/PMP

Tools

ERP systems

Power BI

Tableau

Alteryx

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.

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.

Job Description

Manager – Operating Model Transformation and Strategy

Join Baker Tilly’s Managed Services Advisory team and help clients transform how their Finance and Accounting functions operate. We partner with leaders to design modern operating models, streamline processes, and implement technology-enabled solutions that drive efficiency, strengthen controls, and elevate business insights.

Responsibilities

• Lead client engagements related to Finance Transformation and Global Business Services (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, including process architecture, governance, service catalogs, organizational structures, and global delivery models (captive, outsourced, hybrid).
• Assess organizational and process maturity, and develop transformation roadmaps aligned to enterprise strategy, value levers, and business outcomes.
• Lead large-scale, multi-process Finance transformation programs organization design, integrating automation, analytics, AI, RPA, and intelligent workflow platforms to drive efficiency, scalability, and service excellence.
• Establish enterprise service management and performance frameworks, including SLAs/OLAs, KPI hierarchies, dashboards, financial and operational reporting, and continuous improvement mechanisms.
• Drive transitions, migrations, and operational readiness across global delivery networks, including change management, knowledge transfer, risk mitigation, and stakeholder alignment.
• Partner with technology and digital teams to embed data platforms, intelligent automation, and advanced analytics into core GBS and Finance operations.
• Work on complex Finance and operational transformation engagements, including outsourced CFO/Controllership, Record-to-Report, Procure-to-Pay, Order-to-Cash, FP&A, and Financial Reporting.
• Design and deliver future-state Finance processes and data models, including financial consolidation, close acceleration, chart of accounts design, planning/budgeting/forecasting, and enterprise financial intelligence (e.g. AI).
• Direct and develop cross-functional consulting teams, managing day‑to‑day delivery, quality, timelines, and client satisfaction across global stakeholders.
• Develop scalable dashboards, data models, and reporting solutions using tools such as Power BI, Tableau, SQL, and Alteryx to support operational, financial, and strategic insights.
• A key leader in practice growth and go‑to‑market efforts, including managed services pursuits, thought leadership, practice development, sector‑specific offerings, and representation at executive forums and industry events.
• Mentor and develop junior members, fostering a collaborative, high‑performance culture across global teams.

Qualifications

• Bachelor’s degree in Finance, Accounting, , or related field (Master’s preferred); CPA, CFA, PMP, or equivalent certifications strongly preferred.
• Five (5)+ years of progressive experience in Finance transformation and / or GBS, within management consulting with demonstrated leadership in operating model and process transformation.
• Proven expertise advising global organizations on Finance processes that includes Order-to-Cash, Procure-to-Pay, Record-to-Pay, FP&A, Treasury, Tax, Financial Reporting and Internal Audit
• Proven expertise advising global organizations on GBS, shared services, outsourcing, and target operating model design, including BPO selection, contracting, transition, and performance management.
• Knowledge of Finance systems tools such as ERP's, AI, and FP&A tools
• Strong consulting and delivery experience leading complex, multi‑stakeholder transformations across captive and outsourced environments.
• Expert‑level proficiency in Power BI; strong working knowledge of Tableau, Alteryx, SQL, and similar analytics tools.
• Advanced project and program management capabilities, including planning, risk management, executive reporting, and governance.
• Experience designing data, reporting, and chart‑of‑accounts structures to enhance insight, decision support, and performance management.
• Strong executive presence with the ability to translate complex operational and financial concepts into clear, actionable recommendations for senior leaders.
• Strong oral and written communication skills.
• Proven ability to build and sustain senior client relationships, support sales and proposal efforts, and influence strategic decision‑making.
• Healthcare, Financial Services, Private Equity and Telecom / Technology industry experience is a plus
• Experience working with Private Equity companies and their portfolio companies is a plus
• Experience working at a Big 4 firm is a plus
• Experience managing offshore resources is a plus

The pay range for this position is $69,300 to $191,300. This range represents a good‑faith and reasonable estimate of the compensation the firm expects to pay for this position at the time of posting. Actual compensation will depend on a variety of relevant factors, including an applicant’s skills, experience, qualifications, professional certifications, work arrangements, geographic location, and other business and organizational needs. It is not typical for an individual to be hired at or near the top of the range, and compensation decisions depend on the facts and circumstances of each case. Baker Tilly offers a compensation and benefits package to eligible employees.