Senior Manager- Finance and Accounting BPO/Managed Services

Baker Tilly; Dallas (TX); On-site; USD 63,000 - 221,000; Full time

Job summary

Baker Tilly is seeking a Senior Manager in our Mid Market Outsourced Accounting & Advisory Services practice in Dallas. You will be the primary relationship manager for clients, guiding executives and leading complex engagements with strong technical accounting expertise.

You will drive transformation initiatives, oversee P2P, O2C, and R2R processes, and lead business development and staffing, while mentoring teams and upholding Baker Tilly's values.

Qualifications

• Bachelor's degree in accounting or finance is required.
• CPA, MBA or equivalent certification preferred.
• Minimum of ten years of accounting/consulting experience.
• At least five years of supervisory leadership experience.

Responsibilities

• Serve as trusted advisor to senior executives, managing client relationships.
• Lead multiple engagements and manage risks with mitigation plans.
• Direct staffing based on client needs and skills.
• Oversee outsourced accounting delivery (P2P, O2C, R2R) and month-end closes.
• Lead client communications and challenging conversations for best outcomes.

Skills

GAAP knowledge

Leadership

Project management

Client relationships

Sales & growth

MS Office

Transformational projects

Team leadership

Education

Bachelor's in accounting/finance

CPA or MBA preferred

Tools

Workday

SAP

Oracle

QuickBooks Online

Sage Intacct

NetSuite

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.

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:

As a Senior Manager in our Mid Market Outsourced Accounting & Advisory Services practice, you will be a key leader in delivering and growing our client accounting services. You will serve as the primary relationship manager for our clients, acting as a trusted business advisor to senior executives and leading complex engagements. This role requires a blend of deep technical accounting expertise, proven leadership in managing high-performance teams, and a strategic focus on business development and sales. You’ll not only oversee accurate financial reporting but also drive transformation initiatives, introducing change management and leveraging digital tools to create scalable, efficient solutions for our clients.

Key Responsibilities

Client Service & Engagement Leadership

• Serve as a trusted advisor to senior executives within client organizations, understanding and exceeding their needs.
• Lead and manage multiple projects and engagements independently, identifying risks and developing mitigation plans.
• Direct the project staffing process based on client needs, team development, and skill requirements, ensuring an engaged and effective team.
• Oversee the delivery of outsourced accounting services, including P2P, O2C, and R2R, ensuring accurate financial reporting and timely month-end closes.
• Lead strategic client communications, including presentations to management teams and key stakeholders, and manage difficult conversations to achieve the best solution for the client.

Business Development & Growth

• Actively contribute to business growth by supporting business development activities, managing a personal and/or team-based pipeline, and forecasting sales.
• Engage clients in business-based conversations to understand their needs, challenges, and opportunities, proactively shaping sales efforts.
• Lead and support the creation of winning proposals, customizing approaches, solutions, staffing, and pricing to fit unique client situations.
• Enhance and nurture a professional network to generate new opportunities and promote internal referral opportunities within the firm.

Operations & People Management

• Manage all business drivers in a professional services environment, including sales, labor, utilization, and expense management.
• Ensure project quality standards are met, facilitating lessons learned discussions and managing financials, including WIP and AR.
• Lead by example in embodying the firm’s core values of Collaboration, Integrity, Passion, and Stewardship.
• Provide timely, constructive feedback to team members, creating a learning environment and a talent strategy for your teams.
• Participate in the development and execution of recruiting strategies to attract new talent.

Qualifications

Experience:

• Minimum of ten (10) years of related professional accounting or consulting experience is required.
• Minimum of five (5) years of supervisory and team leadership experience is highly preferred.
• Proven experience in a client-facing role, particularly in finance BPO or consulting.

Education & Certifications:

• Bachelor’s degree in accounting or finance is required.
• CPA, MBA, or an equivalent certification is preferred.

Skills:

• Strong technical knowledge of current accounting standards (GAAP).
• Advanced knowledge of MS Office Suite, with proficiency in ERP systems (e.g. Workday, SAP, Oracle, QuickBooks Online, Sage Intacct, NetSuite) as a plus.
• Demonstrated ability in project management, analytical thinking, and problem-solving.
• Excellent leadership, communication (oral and written), and interpersonal skills.
• Proven track record in driving sales, managing client relationships, and leading large-scale transformation projects.
• Ability to travel to client sites as needed and work outside of normal business hours.

The compensation range for this role is $63,300 to $220,830. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location