Senior Manager, Corporate Finance Advisory & Strategy

Baker Tilly US; Houston (TX); On-site; USD 179,850 - 340,970; Full time

Job summary

Baker Tilly is seeking a Senior Manager to join the Corporate Finance Advisory team within the Office of the CFO practice. The role involves leading engagements that blend financial modeling, scenario analysis, and strategic advisory for clients ranging from startups to multinational corporations.

The ideal candidate will have 5–10+ years of experience, CFA/CPA preferred, and strong skills in Excel, PowerPoint, and FP&A tools like Power BI or Tableau. Travel < 25% annually.

Qualifications

• Bachelor’s degree in finance, accounting, economics or related field.
• MBA preferred but not required.
• CFA, CPA or similar credential strongly preferred.
• Proven ability to lead teams and manage multiple engagements.
• Advanced proficiency in Excel and PowerPoint; FP&A tools such as Power BI/Tableau.

Responsibilities

• Lead strategic client engagements involving financial modeling, forecasting, and scenario planning.
• Advise CFOs and senior leaders on project finance, M&A, valuation and corporate transactions.
• Recommend advanced financial tools and reporting, e.g., rolling forecasts and dashboards.
• Mentor engagement teams and contribute to thought leadership and business development.
• Collaborate across service lines to deliver integrated client solutions.

Skills

Leadership

Communication

Business development

Problem solving

Analytics

Education

Bachelor's degree in finance, accounting, economics

MBA preferred

Tools

Excel

PowerPoint

Power BI

Tableau

EPM tools

Job description

Baker Tilly is seeking a Senior Manager to join the Corporate Finance Advisory team within the Office of the CFO practice. The role involves leading engagements that blend financial modeling, scenario analysis, and strategic advisory for clients ranging from startups to multinational corporations.

The ideal candidate will have 5–10+ years of experience, CFA/CPA preferred, and strong skills in Excel, PowerPoint, and FP&A tools like Power BI or Tableau. Travel < 25% annually.