Manager, Financial Planning & Analysis

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. 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’s Managed Services Advisory team and help clients transform how their finance and accounting functions operate. We partner with leaders to design modern operating models, streamline processes, and implement technology-enabled solutions that drive efficiency, strengthen controls, and elevate business insights. As a Manager, you’ll work with Baker Tilly’s cross-functional teams (Go-to-Market, Technology, Transition, and Operation) to solve complex operational challenges from strategy through execution. You will guide clients through assessments, design, transitions, and steady state operations while delivering best-in-class service and financial expertise. In this role, you’ll act as a strategic advisor, using your knowledge of industry trends and operational best practices to provide actionable insights and help clients build scalable, high‑performing finance organizations. Every team member plays a key role in advancing Baker Tilly’s mission to lead the market through purpose-driven, innovative solutions. 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 (captive, outsourced and hybrid). 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 to drive efficiency, scalability, and service excellence. 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 (e.g. AI). 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. 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 to support operational, financial, and strategic insights. Mentor and develop junior and mid‑level team members, fostering a collaborative, high‑performance culture across global teams. Qualifications 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 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. The pay rate range for this job position is $59,400 to $236,800. 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. #hybrid #J-18808-Ljbffr