Manager – Operating Model Transformation and Strategy

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 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 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

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.

As a Manager, you’ll work with Baker Tilly’s cross‑functional teams (Go-to-Market, Technology, Transition, and Operation) to solve complex operational challenges from strategy through execution. You will guide clients through assessments, design, transitions, and steady state operations while delivering best‑in‑class service and financial expertise.

In this role, you’ll act as a strategic advisor, using your knowledge of industry trends and operational best practices to provide actionable insights and help clients build scalable, high‑performing Finance organizations. Every team member plays a key role in advancing Baker Tilly’s mission to lead the market through purpose‑driven, innovative solutions.

• 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.