PMO Manager - Accounting & Finance Services

bakertilly; Dallas (TX); On-site; USD 95,000 - 140,000; Full time

Job summary

Baker Tilly is seeking a Transitions Manager to lead internal PMO operations and serve as the client PMO lead for multi-workstream projects within the Accounting & Finance Services Transitions team. The role involves coordinating governance, plans, and data-driven reporting to ensure successful transitions from kickoff through stabilization and handoff.

The ideal candidate will manage complex projects, collaborate with clients, and drive operational structure using data and technology to improve

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 pla

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. 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.

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, 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 pla