PMO Manager - Accounting & Finance Services

Baker Tilly; Dallas (TX); On-site; USD 59,000 - 237,000; Full time

Job summary

Baker Tilly is seeking a Transitions Manager within the Accounting & Finance Services (AFS) Transitions Team to lead internal PMO operations and act as the client PMO lead for multi-workstream projects.

You will establish governance, manage integrated plans, develop KPIs, and ensure transitions move smoothly from kickoff to stabilization and handoff, collaborating with clients, internal teams, and third parties.

Qualifications

• Five (5)+ years of experience in PMO, project management, program management, transition management, service delivery, or a related discipline
• Demonstrated experience leading complex, multi-workstream projects or programs
• Experience working in both internal PMO operations and client-facing project delivery environments
• Experience developing operational KPIs, dashboards, management reports, trend analyses, and repeatable data-capture processes across teams, systems
• Experience with Jira, Salesforce, Dayshape or a comparable resource-management platform, and Workday preferred

Responsibilities

• Serve as the client-facing PMO lead for complex, multi-workstream transition projects
• Lead transition programs from kickoff through operational readiness, stabilization, and handoff to recurring service teams
• Manage project scope, timelines, milestones, budgets, deliverables, dependencies, risks, issues, actions, and decisions
• Develop and maintain integrated project plans across client, internal, vendor, technology, and operational workstreams
• Establish project governance, meeting cadences, reporting requirements, decision forums, escalation paths, and stakeholder communications
• Coordinate activities across client stakeholders, internal delivery teams, functional leaders, third parties, and subject matter experts
• Streamline and manage internal PMO processes, templates, standards, controls, and operating rhythms
• Develop and manage operational KPIs, including performance measures, calculation methods, data sources, reporting thresholds, ownership, and accountability
• Maintain reliable PMO data by capturing, consolidating, validating, and monitoring project, operational, resource, financial, and KPI information across systems
• Produce monthly operational reporting, including portfolio dashboards, KPI scorecards, trend analyses, and executive-level summaries
• Manage portfolio visibility, resource demand, capacity planning, staffing coordination, utilization tracking, and assignment management across transition projects
• Drive consistent adoption of PMO tools, governance requirements, KPI standards, and reporting processes
• Identify risks, resolve issues, escalation barriers, analyze performance trends, and drive continuous improvement across the transition portfolio
• Maintain transition playbooks, lessons learned, reusable assets, and knowledge-management materials

Skills

PMO leadership

Project management

Program management

Stakeholder management

Communication

Analytical skills

Multi-workstream delivery

Education

Bachelor’s degree in Business, Finance, Accounting, Technology, Operations, Project Management, or related field

Tools

Jira

Salesforce

Dayshape

Workday

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:

About the Accounting & Finance Services (AFS) Transitions Team

As part of Baker Tilly’s Managed Services offering, the Accounting & Finance Services (AFS) Transitions team helps new clients stabilize financial operations, establish effective governance, implement scalable processes, and prepare for successful delivery by recurring service teams.

The team leads project-based transition work across multiple functional workstreams, coordinating internal resources, client stakeholders, technology, reporting, operational readiness, and delivery milestones.

We’re seeking a Transitions Manager to lead internal PMO operations and complex client transition programs. This role is approximately 50% focused on internal operations and PMO management and 50% focused on serving as the client PMO lead for multi-workstream projects.

The Transitions Manager will establish governance, manage integrated project plans, develop operational KPIs, facilitate data capture, produce monthly reporting, and help ensure transitions are delivered successfully from kickoff through stabilization and handoff.

Who This is For

Ideal for experienced project management professionals who enjoy leading complex initiatives, working directly with clients, creating operational structure, and using data and technology to improve delivery performance.

What You’ll Do

• Serve as the client-facing PMO lead for complex, multi-workstream transition projects

• Lead transition programs from kickoff through operational readiness, stabilization, and handoff to recurring service teams

• Manage project scope, timelines, milestones, budgets, deliverables, dependencies, risks, issues, actions, and decisions

• Develop and maintain integrated project plans across client, internal, vendor, technology, and operational workstreams

• Establish project governance, meeting cadences, reporting requirements, decision forums,escalationpaths, and stakeholder communications

• Coordinate activities across client stakeholders, internal delivery teams, functional leaders, third parties, and subject matter experts

• Streamlineand manage internal PMO processes, templates, standards, controls, and operating rhythms

• Develop and manage operational KPIs, including performance measures, calculation methods, data sources, reporting thresholds, ownership, and accountability

• Maintain reliable PMO data bycapturing, consolidating, validating, andmonitoringproject,operational,resource, financial,and KPIinformation across systems

• Produce monthly operationalreporting, includingportfolio dashboards, KPI scorecards, trend analyses, and executive-level summaries

• Manage portfolio visibility,resource demand, capacity planning, staffing coordination, utilization tracking, and assignment managementacross transition projects

• Drive consistent adoption of PMO tools, governance requirements, KPI standards, and reporting processes

• Identify risks, resolve issues, escalation barriers,analyze performance trends,and drive continuous improvement across the transition portfolio

• Maintain transition playbooks, lessons learned, reusable assets, and knowledge-management materials

What You Bring

• Bachelor’s degree in Business, Finance, Accounting, Technology, Operations, Project Management, or a related field preferred

• Five (5)+years of experience in PMO, project management, program management, transition management, service delivery, or a related discipline

• Demonstrated experience leading complex, multi-workstream projects or programs

• Experience working in both internal PMO operations and client-facing project delivery environments

• Experience developingoperational KPIs,dashboards,managementreports,trend analyses, and repeatable data-capture processes across teams, systems, or workstreams

• Strong knowledge of project governance, integrated planning, risk and issue management, change control, and executive reporting

• Ability to manage multiple priorities, stakeholders, dependencies, and deadlines in a matrixed environment

• Strong facilitation, analytical, problem-solving, communication,executive-level presentation,and stakeholder-management skills

• Experience with Jira, Salesforce, Dayshape or a comparable resource-management platform, and Workday preferred

• Experience with data visualization, resource planning, financial tracking, utilization reporting, or demand forecasting preferred

• Experience in managed services, professional services, consulting, outsourcing, accounting and finance operations, or technology-enabled transformation preferred

• Project or service management certifications, including PMP, Scrum, SAFe, or ITIL, are preferred but not required

The pay rate range for this job position is $59,400 to $236,800. 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.