Senior Manager, Corporate Finance Advisory

Baker Tilly US; San Francisco (CA); Vor Ort; USD 179.850 - 340.970; Vollzeit

Zusammenfassung

Baker Tilly US, LLP's Corporate Finance Advisory team in the Office of the CFO practice seeks a Senior Manager to lead high‑impact engagements, driving financial modeling, scenario analysis, and strategic advisory for a diverse client base, from pre‑revenue startups to multinational corporations.

You will mentor engagement teams, contribute to thought leadership, and help grow the practice through active business development, delivering integrated, value‑driven solutions to executives across

Qualifikationen

• Bachelor’s degree in finance, accounting, economics required.
• MBA or CFA/CPA credentials preferred but not required.
• Minimum 5–10+ years of corporate finance or business advisory experience.

Aufgaben

• Lead complex engagements in corporate finance, M&A, and valuation.
• Develop financial models, forecasts, and strategic analyses for clients.
• Mentor and manage engagement teams, ensuring quality and profitability.

Kenntnisse

Financial modeling

Power BI

Excel

PowerPoint

FP&A tools

M&A

Valuation

Project finance

CFA

CPA

Team leadership

Client relationships

Ausbildung

Bachelor’s degree in finance, accounting, economics

MBA or master’s degree preferred

CFA/CPA credentials preferred

Tools

Power BI

Tableau

Excel

EPM tools

Jobbeschreibung

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. 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

Join Baker Tilly as a Senior Manager in our fast-growing Corporate Finance Advisory team within the Office of the CFO practice.

We empower clients to make confident, data-informed decisions through strategic financial analysis, dynamic reporting, and forward-looking guidance tailored to their business goals. Our team supports a diverse client base – from pre-revenue startups to multinational public corporations – across industries including consumer products and retail, manufacturing, technology, life sciences, healthcare, professional services, financial institutions, and more. As a Senior Manager, you will lead high-impact engagements that blend financial modeling, scenario analysis, and strategic advisory. Drawing on your expertise in areas such as project finance, M&A, business valuation, and corporate transactions, you’ll serve as a trusted advisor to senior client stakeholders, helping them navigate complex financial decisions, transactions, and transformation initiatives. You will also play a critical role in shaping the growth of our practice through thought leadership, business development, and mentoring of high-performing teams.

Key Responsibilities

• Lead strategic client engagements involving financial modeling, forecasting, and scenario planning with a focus on driving enterprise value and supporting executive decision-making.


• Serve as a senior advisor to CFOs and other C-suite leaders, providing insights on project finance, M&A, valuation, and corporate transactions.


• Recommend advanced financial tools and reporting including rolling forecasts, performance dashboards, and investor reporting frameworks, ensuring alignment with strategic objectives.


• Bring unique, value-added skills to the team – such as experience with coding, Power BI, or other FP&A tools – to enhance client solutions and internal capabilities.


• Drive business development efforts, including scoping, proposal development, and relationship-building to expand client portfolio and cross-sell firm capabilities.


• Manage and mentor engagement teams, fostering a collaborative, inclusive, and high-performance culture while developing future leaders.


• Contribute to thought leadership and innovation within the Corporate Finance Advisory practice, bringing forward new methodologies, tools, and service offerings.


• Collaborate across service lines to deliver integrated solutions and identify opportunities for broader client impact.


• Ensure quality and profitability across engagements through effective project management, resource allocation, and risk mitigation.

Qualifications

• Bachelor’s degree in finance, accounting, economics, or a related field; Master’s degree or MBA preferred but not required.


• 5-10+ years of relevant experience in corporate finance, business advisory, or related areas, with a track record of leading complex engagements and managing client relationships.


• CFA, CPA, or similar credential strongly preferred.


• Proven ability to lead teams, manage multiple engagements, and deliver high-quality outcomes under tight deadlines.


• Strong business development acumen, with experience in proposal writing, client presentations, and relationship management.


• Advanced proficiency in Microsoft Excel and PowerPoint required; experience with FP&A tools (e.g., Power BI, Tableau, EPM tools) is highly preferred.


• Excellent communication, analytical, and problem-solving skills, with the ability to influence senior stakeholders.


• Familiarity with US GAAP.


• Must be highly organized and capable of managing multiple tasks in a complex, dynamic environment.


• Expert understanding, comprehension, and ability to articulate various business processes.

Ability to travel < 25% annually.

The pay rate range for this job position is $179,850 - $340,970. 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.