Manager, CFO Advisory – Financial Planning & Analysis

Job Description

Manager, Corporate Finance Advisory | Baker Tilly US

The Tone:
This is a full-time Manager role at Baker Tilly US, where work location status is to be discussed with a talent acquisition professional. Baker Tilly is a leading advisory, tax, and assurance firm, part of a global network of 43,000 professionals. This role is crucial in helping clients, ranging from founder-owned businesses to large enterprises, make informed, forward-looking decisions. You will lead the development of financial models and analytical frameworks that underpin critical business strategies.

The TL;DR
• Role: Manager
• Type: Full-time
• Location: Work location status to be discussed with Baker Tilly talent acquisition professional.
• Pay: $59400–$236800 yearly
• Team: CFO Advisory practice, focusing on financial planning & analysis, financial modeling, and strategic finance.
• Mission: Lead the development of financial models and analytical frameworks that inform critical business decisions for a diverse client base.
• Tech Stack: Microsoft Excel, PowerPoint

What You’ll Actually Do
• Lead the development of integrated 3-statement models, cash flow models, and scenario analyses to support strategic decision-making.
• Translate client objectives into structured analytical approaches, defining key drivers, assumptions, and outputs.
• Support transaction-related engagements through the development of pro forma models and analysis of deal structures.
• Manage day-to-day engagement execution, including timelines, deliverables, and coordination with internal team members.
• Mentor and develop junior team members, providing guidance on modeling, analysis, and professional development.

The Must-Haves
• Background: Bachelor’s degree in finance, accounting, economics, or a related field; this is a Manager-level position in Corporate Finance Advisory.
• Experience: 5+ years of relevant experience in financial advisory, investment banking, transaction services, or corporate FP&A. Experience supporting transactions, capital structure analysis, or investment evaluation is preferred.
• Skills: Advanced proficiency in financial modeling, including the ability to build models from first principles. Strong understanding of financial statements and accounting concepts. Ability to build, review, and manage complex models in Microsoft Excel. Strong analytical, organizational, and communication skills.
• Bonus: Professional certifications such as CPA, CFA, CMA, or an MBA are a plus.