Baker Tilly

Senior Manager, Corporate Finance Advisory

Baker Tilly$179K — $340K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in finance, accounting, economics, or related field; Master's degree or MBA preferred.
  • 5-10+ years of experience in corporate finance, business advisory, or related fields with a proven track record.
  • CFA, CPA, or similar credential strongly preferred.
  • Demonstrated ability to lead teams and manage multiple engagements effectively under tight deadlines.
  • Strong business development skills with experience in client presentations and proposal writing.
  • Advanced proficiency in Microsoft Excel and PowerPoint, with a preference for FP&A tools like Power BI.
  • Excellent communication and problem-solving skills, capable of influencing senior stakeholders.

Responsibilities

  • Lead strategic client engagements on financial modeling, forecasting, and scenario planning.
  • Serve as a senior advisor to CFOs and C-suite leaders, providing insights on project finance and M&A.
  • Recommend advanced financial tools and reporting frameworks to align with business objectives.
  • Incorporate unique skills (coding, Power BI, FP&A tools) to enhance client solutions.
  • Drive business development through proposal development and relationship-building efforts.
  • Manage and mentor engagement teams to foster a high-performance culture.
  • Contribute to thought leadership and innovation within the Corporate Finance Advisory practice.

Benefits

  • Comprehensive compensation and benefits package to eligible employees.
Full Job Description
Job Description:

Join Baker Tilly as a Senior Manager in our fast-growing Corporate Finance Advisory team within the Office of the CFO practice. We empower clients to make confident, data-informed decisions through strategic financial analysis, dynamic reporting, and forward-looking guidance tailored to their business goals. Our team supports a diverse client base - from pre-revenue startups to multinational public corporations - across industries including consumer products and retail, manufacturing, technology, life sciences, healthcare, professional services, financial institutions, and more.

As a Senior Manager, you will lead high-impact engagements that blend financial modeling, scenario analysis, and strategic advisory. Drawing on your expertise in areas such as project finance, M&A, business valuation, and corporate transactions, you'll serve as a trusted advisor to senior client stakeholders, helping them navigate complex financial decisions, transactions, and transformation initiatives. You will also play a critical role in shaping the growth of our practice through thought leadership, business development, and mentoring of high-performing teams.

Key Responsibilities:
  • Lead strategic client engagements involving financial modeling, forecasting, and scenario planning with a focus on driving enterprise value and supporting executive decision-making.
  • Serve as a senior advisor to CFOs and other C-suite leaders, providing insights on project finance, M&A, valuation, and corporate transactions.
  • Recommend advanced financial tools and reporting including rolling forecasts, performance dashboards, and investor reporting frameworks, ensuring alignment with strategic objectives.
  • Bring unique, value-added skills to the team - such as experience with coding, Power BI, or other FP&A tools - to enhance client solutions and internal capabilities.
  • Drive business development efforts, including scoping, proposal development, and relationship-building to expand client portfolio and cross-sell firm capabilities.
  • Manage and mentor engagement teams, fostering a collaborative, inclusive, and high-performance culture while developing future leaders.
  • Contribute to thought leadership and innovation within the Corporate Finance Advisory practice, bringing forward new methodologies, tools, and service offerings.
  • Collaborate across service lines to deliver integrated solutions and identify opportunities for broader client impact.
  • Ensure quality and profitability across engagements through effective project management, resource allocation, and risk mitigation.

Qualifications:
  • Bachelor's degree in finance, accounting, economics, or a related field; Master's degree or MBA preferred but not required.
  • 5-10+ years of relevant experience in corporate finance, business advisory, or related areas, with a track record of leading complex engagements and managing client relationships.
  • CFA, CPA, or similar credential strongly preferred.
  • Proven ability to lead teams, manage multiple engagements, and deliver high-quality outcomes under tight deadlines.
  • Strong business development acumen, with experience in proposal writing, client presentations, and relationship management.
  • Advanced proficiency in Microsoft Excel and PowerPoint required; experience with FP&A tools (e.g., Power BI, Tableau, EPM tools) is highly preferred.
  • Excellent communication, analytical, and problem-solving skills, with the ability to influence senior stakeholders.
  • Familiarity with US GAAP.
  • Must be highly organized and capable of managing multiple tasks in a complex, dynamic environment.
  • Expert understanding, comprehension, and ability to articulate various business processes.
  • Ability to travel < 25% annually.


The pay rate range for this job position is $179,850 - $340,970. 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.

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