Managing Director, FP&A & Finance Transformation

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

Job summary

Baker Tilly Advisory Group, LP seeks a Managing Director for the Financial Advisory Services team within the Office of the CFO practice.

You will lead FP&A and finance transformation engagements, partnering with CFOs and PE sponsors to design, build, and operate high-impact finance functions across industries. This leadership role emphasizes value creation and strategic finance, not transactional execution.

Qualifications

• 10–15+ years of FP&A or finance leadership experience.
• Experience with private equity environments and PE-backed portfolio companies.
• CPA, CMA, CFA, or similar credentials preferred.
• Strong understanding of US GAAP and finance/accounting processes.

Responsibilities

• Lead FP&A engagements and finance transformation initiatives.
• Oversee multi-project engagements and client relationships.
• Develop market strategies and contribute to thought leadership.
• Build and scale FP&A capabilities across the practice.

Skills

Financial modeling

Power BI

Excel

PowerPoint

Executive presence

Project management

Client relationships

Communication

Travel

Education

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

MBA or advanced degree

Tools

Power BI

Tableau

Anaplan

Adaptive

Excel

PowerPoint

Job description

Baker Tilly Advisory Group, LP seeks a Managing Director for the Financial Advisory Services team within the Office of the CFO practice.

You will lead FP&A and finance transformation engagements, partnering with CFOs and PE sponsors to design, build, and operate high-impact finance functions across industries. This leadership role emphasizes value creation and strategic finance, not transactional execution.