About the Role
Join Baker Tilly’s Managed Services Advisory team to help clients transform their finance and accounting operations by designing modern operating models, streamlining processes, and implementing technology-enabled solutions. You will act as a strategic advisor, guiding clients through assessments, design, transitions, and operations while delivering best-in-class service and financial expertise.
Responsibilities
- Design and implement end-state Global Business Services (GBS) multi-functional operating models, including process architecture, governance, service catalogs, organizational structures, and global delivery models.
- Assess organizational and process maturity, and develop transformation roadmaps aligned to enterprise strategy, value levers, and business outcomes.
- Lead large-scale, multi-process transformation programs, integrating automation, analytics, AI, RPA, and intelligent workflow platforms.
- Establish enterprise service management and performance frameworks, including SLAs/OLAs, KPI hierarchies, dashboards, financial and operational reporting, and continuous improvement mechanisms.
- Drive transitions, migrations, and operational readiness across global delivery networks, including change management, knowledge transfer, risk mitigation, and stakeholder alignment.
- Partner with technology and digital teams to embed data platforms, intelligent automation, and advanced analytics into core GBS and finance operations.
- Serve as a trusted advisor on complex finance and operational transformation engagements, including outsourced CFO/Controllership, Record-to-Report, Procure-to-Pay, Order-to-Cash, FP&A, and Financial Reporting.
- Design and deliver future-state finance processes and data models, including financial consolidation, close acceleration, chart of accounts design, planning/budgeting/forecasting, and enterprise financial intelligence.
- Lead client engagements, from executive workshops and assessments through proposal development, transition, execution, and steady state operations.
- Direct and develop cross-functional consulting teams, managing day-to-day delivery, quality, timelines, and client satisfaction across global stakeholders.
- Act as a key leader in practice growth and go-to-market efforts, including managed services pursuits, thought leadership, reusable assets, sector-specific offerings, and representation at executive forums and industry events.
- Develop scalable dashboards, data models, and reporting solutions using tools such as Power BI, Tableau, SQL, and Alteryx.
- Mentor and develop junior and mid-level team members, fostering a collaborative, high-performance culture across global teams.
Requirements
- Bachelor’s degree in Finance, Accounting, MIS, or related field (Master’s preferred).
- CPA, CFA, PMP, or equivalent certifications strongly preferred.
- Strong consulting and delivery experience leading complex, multi-stakeholder transformations across captive and outsourced environments.
- Five (5) years of progressive experience in finance transformation, GBS, or management consulting with demonstrated leadership in operating model and process transformation.
- Proven expertise advising global organizations on GBS, shared services, outsourcing, and target operating model design, including BPO selection, contracting, transition, and performance management.
- Deep knowledge & demonstrated design through execution and process improvement & standardization Record-to-Report, Procure-to-Pay, Order-to-Cash, FP&A, and Financial Reporting.
- Knowledge of Finance systems tools that includes ERP's, AI and FP&A tools.
- Experience working with Private Equity companies and their portfolio companies is a plus.
- Expert-level proficiency in Power BI; strong working knowledge of Tableau, Alteryx, SQL, and similar analytics tools.
- Detailed project and program management capabilities, including planning, risk management, executive reporting, and governance.
- Strong executive presence with the ability to translate complex operational and financial concepts into clear, actionable recommendations for senior leaders.
- Proven ability to build and sustain senior client relationships, support sales and proposal efforts, and influence strategic decision-making.
Skills
- Global Business Services (GBS)
- Operating model design
- Process architecture
- Governance
- Service catalogs
- Global delivery models
- Transformation roadmaps
- Automation
- Analytics
- AI
- RPA
- Intelligent workflow platforms
- Enterprise service management
- Performance frameworks
- SLAs/OLAs
- KPI hierarchies
- Dashboards
- Financial reporting
- Operational reporting
- Continuous improvement
- Change management
- Knowledge transfer
- Risk mitigation
- Stakeholder alignment
- Data platforms
- Intelligent automation
- Advanced analytics
- Outsourced CFO/Controllership
- Record-to-Report
- Procure-to-Pay
- Order-to-Cash
- FP&A
- Financial Reporting
- Finance processes
- Data models
- Financial consolidation
- Close acceleration
- Chart of accounts design
- Planning/budgeting/forecasting
- Enterprise financial intelligence
- Power BI
- Tableau
- SQL
- Alteryx
- Project management
- Program management
- Sales support
- Proposal development
Location
- Remote
- Hybrid
Work Type
- Hybrid
Experience Level
- Manager
- Five (5) years of progressive experience
Education Level
- Bachelor’s degree in Finance, Accounting, MIS, or related field
- Master’s preferred
- CPA, CFA, PMP, or equivalent certifications strongly preferred
Salary/Compensations
- $59,400 to $236,800
Benefits
- Comprehensive compensation and benefits package
About the Company
- Baker Tilly is a leading advisory, tax and assurance firm providing clients with a genuine coast-to-coast and global advantage.
- Baker Tilly Advisory Group, LP and Baker Tilly US, LLP provide professional services through an alternative practice structure.
- Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services.
- Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services.
- 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.
Equal Opportunity
- 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.
