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About the Role

This is a leadership role within a rapidly scaling team focused on building a market-leading Treasury and finance transformation offering. We partner with CFOs, private equity sponsors, and executive teams to design, build, and operate high-impact finance functions that drive better, faster decision-making. As a Director, you will operate at the intersection of client delivery, capability building, and business development, helping shape the future of our practice while serving as a trusted advisor to senior finance leaders. This role is focused on ongoing Treasury, finance transformation, and value creation—not transaction execution—often working with clients post-investment.

Responsibilities

Serve as a trusted advisor to CFOs, private equity sponsors, and senior executives, delivering high-impact Treasury and finance transformation engagements.
Lead complex client engagements across a broad suite of services, including optimizing liquidity, enhancing enterprise cash visibility, strengthening controls, modernizing treasury operating models, and bank account and relationship management.
Perform current state treasury assessments and develop future state operating models, strategic roadmaps, and business cases.
Provide interim Treasury leadership and operational finance support.
Design Treasury functions (people, process, and technology).
Optimize payment processes and support centralized treasury or inhouse banking models.
Support private equity-backed portfolio companies through value creation initiatives, including performance improvement, cash flow optimization, and finance infrastructure build-out.
Oversee engagement execution, ensuring quality, timeliness, and profitability across multiple concurrent projects.
Help define, build, and scale Baker Tilly’s Treasury and Office of the CFO capabilities.
Develop and standardize methodologies, tools, and accelerators (e.g., forecasting frameworks, reporting templates, dashboard solutions).
Collaborate across service lines to deliver integrated, cross-functional solutions.
Originate or expand client relationships, particularly within private equity firms and their portfolio companies, to drive new revenue and deepen existing accounts.
Lead proposal development and deal shaping, including scoping, pricing, and positioning of services.
Contribute to thought leadership, client presentations and market-facing content to enhance the firm’s brand in Treasury and finance transformation.
Actively participate in go-to-market strategies targeting high-growth and PE-backed companies.
Help lead, mentor, and develop high-performing team members while fostering a culture of accountability, growth, and collaboration.
Play a key role in recruiting and building out the team, particularly as the practice scales its capabilities.
Provide technical guidance across financial modeling, Treasury processes, and client delivery.
Operate as a player-coach, balancing hands-on problem solving with team leadership and oversight.

Requirements

Bachelor’s degree in finance, accounting, economics, or related field; MBA or advanced degree preferred.
12 or more years of relevant experience, ideally with a mix of Big 4 or national accounting/consulting firm experience, corporate Treasury or finance leadership roles, and direct experience working with private equity firms and/or PE-backed portfolio companies.
Demonstrated experience leading finance transformation, Treasury build-outs, or operational finance initiatives.
Strong understanding of private equity environments, including value creation, reporting expectations, and liquidity/cash management.
Proven ability to lead multiple complex engagements and manage senior client relationships.
Experience in business development, including winning new opportunities and contributing to revenue growth.
Advanced financial modeling and analytical capabilities; strong proficiency in Excel and PowerPoint.
Experience with Treasury management systems.
Excellent communication and executive presence, with the ability to influence C-suite stakeholders.
Strong project management and organizational skills in a fast-paced, high-growth environment.
Familiarity with US GAAP and broader finance/accounting processes.
Ability to travel < 25% annually.

Skills

Treasury
Finance transformation
Value creation
Financial modeling
Liquidity optimization
Cash visibility
Treasury operating models
Bank account management
Relationship management
Interim Treasury leadership
Operational finance support
Treasury function stand-up
Payment process optimization
Centralized treasury
Inhouse banking models
Global treasury structures
Financial markets
Risk frameworks
Performance improvement
Cash flow optimization
Finance infrastructure build-out
Methodology development
Tool development
Accelerator development
Forecasting frameworks
Reporting templates
Dashboard solutions
Business development
Client relationship management
Proposal development
Deal shaping
Thought leadership
Client presentations
Market-facing content
Go-to-market strategies
Team leadership
Mentoring
Talent development
Recruiting
Technical guidance
Excel
PowerPoint
Treasury management systems
Communication
Executive presence
Project management
Organizational skills
US GAAP

Experience Level

12 or more years of relevant experience

Education Level

Bachelor’s degree in finance, accounting, economics, or related field
MBA or advanced degree preferred
CPA, CTP, CMA, CFA, or similar credentials strongly preferred

Salary/Compensations

$155,800-$314,900

About the Company

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.

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.