Managing Director, CFO Accounting Advisory

Baker Tilly; Tewksbury (MA); On-site; USD 276,000 - 414,000; Full time

Job summary

Baker Tilly is seeking a Managing Director in the Financial Advisory Services team within the Office of the CFO practice. This leadership role focuses on building a market-leading FP&A and finance transformation offering, partnering with CFOs, private equity sponsors, and executive teams to design, build, and operate high‑impact finance functions that drive better, faster decision‑making.

Our team supports diverse clients—from high-growth PE-backed portfolios to large enterprises—across

Qualifications

• Bachelor's degree in finance, accounting, economics or related field or equivalent
• MBA or advanced degree preferred; professional credentials such as CPA/CFA/CMA preferred
• Demonstrated experience leading FP&A builds, finance transformation, and value creation in PE-backed or growth environments

Responsibilities

• Serve as trusted advisor to CFOs and senior executives, delivering high‑impact FP&A and finance transformation engagements.
• Lead complex client engagements across a broad suite of services including value creation and cash flow optimization.
• Oversee engagement execution, ensuring quality, timeliness, and profitability across multiple projects.
• Help build and scale FP&A capabilities and standardize methodologies, tools and accelerators.
• Originate or expand client relationships, drive new revenue and contribute to growth.

Skills

FP&A expertise

Finance transformation

Leadership

Power BI

Excel

PowerPoint

Private equity familiarity

Client relationship management

Education

Bachelor's degree in finance or accounting

MBA or related field

CPA/CFA/CMA preferred

Tools

Power BI

Tableau

Anaplan

Adaptive Planning

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.

Job Description

Join Baker Tilly as a Managing Director in our fast-growing Financial Advisory Services team within the Office of the CFO practice. This is a leadership role within a rapidly scaling team focused on building a market-leading FP&A and finance transformation offering. We partner with CFOs, private equity sponsors, and executive teams to design, build, and operate high-impact finance functions that drive better, faster decision‑making.

Our team supports a diverse client base—from high‑growth, PE‑backed portfolio companies to large enterprises—across industries including consumer products, manufacturing and distribution, technology, life sciences, healthcare, media and entertainment, and professional services. We deliver a broad suite of services spanning interim FP&A leadership, finance function stand‑up, strategic planning, financial modeling, management reporting, and advanced analytics.

As a Managing Director, you will operate at the intersection of client delivery, capability building, and business development, helping shape the future of our practice while serving as a trusted advisor to senior finance leaders. This role is focused on ongoing FP&A, finance transformation, and value creation—not transaction execution—often working with clients post‑investment.

Key Responsibilities

Client Leadership & Delivery

• Serve as a trusted advisor to CFOs, private equity sponsors, and senior executives, delivering high‑impact FP&A and finance transformation engagements.
• Lead complex client engagements across a broad suite of services, including:
• Support private equity‑backed portfolio companies through value creation initiatives, including performance improvement, cash flow optimization, and finance infrastructure build‑out.
• Oversee engagement execution, ensuring quality, timeliness, and profitability across multiple concurrent projects.

Practice Building & Capability Development

• Help define, build, and scale Baker Tilly’s FP&A and Office of the CFO capabilities, expanding beyond traditional strategic finance into a comprehensive, end‑to‑end offering.
• Develop and standardize methodologies, tools, and accelerators (e.g., forecasting frameworks, reporting templates, dashboard solutions).
• Collaborate across service lines (e.g., transaction advisory, tax, audit, consulting) to deliver integrated, cross‑functional solutions.

Business Development & Market Presence

• Originate or expand client relationships, particularly within private equity firms and their portfolio companies, to drive new revenue and deepen existing accounts
• Lead proposal development and deal shaping, including scoping, pricing, and positioning of services
• Contribute to thought leadership, client presentations and market‑facing content to enhance the firm’s brand in FP&A and finance transformation.
• Actively participate in go‑to‑market strategies targeting high‑growth and PE‑backed companies.

Team Leadership & Talent Development

• Help lead, mentor, and develop high‑performing team members while fostering a culture of accountability, growth, and collaboration.
• Play a key role in recruiting and building out the team, particularly as the practice scales its capabilities.
• Provide technical guidance across financial modeling, FP&A processes, and client delivery.
• Operate as a player‑coach, balancing hands‑on problem solving with team leadership and oversight.

Qualifications

• Bachelor’s degree in finance, accounting, economics, or related field; MBA or advanced degree preferred.
• 10–15+ years of relevant experience, ideally with a mix of:
• CPA, CMA, CFA, or similar credentials strongly preferred.
• Demonstrated experience leading finance transformation, FP&A build‑outs, or operational finance initiatives.
• Strong understanding of private equity environments, including value creation, reporting expectations, and liquidity/cash management.
• Proven ability to lead multiple complex engagements and manage senior client relationships.
• Experience in business development, including winning new opportunities and contributing to revenue growth.
• Advanced financial modeling and analytical capabilities; strong proficiency in Excel and PowerPoint.
• Experience with FP&A and analytics tools (e.g., Power BI, Tableau, Anaplan, Adaptive, or similar) strongly preferred.
• Excellent communication and executive presence, with the ability to influence C‑suite stakeholders.
• Strong project management and organizational skills in a fast‑paced, high‑growth environment.
• Familiarity with US GAAP and broader finance/accounting processes.
• Ability to travel < 25% annually.

This is a unique opportunity to join a high‑growth, entrepreneurial team within a leading firm, where you will play a direct role in shaping the strategy, offerings, and trajectory of the Office of the CFO practice. You’ll have the opportunity to build something meaningful, work closely with firm leadership, and position yourself for continued advancement toward Principal.

The pay rate range for this job position is $275,930 to $413,900. Actual compensation is influenced by a variety of relevant factors including but not limited to applicant’s skills, prior experience, qualifications, degrees, professional certifications, work arrangements and geographic location. Baker Tilly offers a comprehensive compensation and benefits package to eligible employees.