Manager, CFO Advisory – Financial Planning & Analysis, Financial Modeling, Strategic Finance

Job Description

Manager, Corporate Finance Advisory | Baker Tilly US

The Tone:
This is a full-time role at Baker Tilly US. The exact work location status for this opportunity, which operates within Baker Tilly Advisory Group, LP, can be discussed with Baker Tilly’s talent acquisition professional. Baker Tilly is a leading advisory, tax, and assurance firm, providing clients with a genuine coast-to-coast and global advantage across major U.S. regions and in many of the world’s leading financial centers. This Manager position, situated within the CFO Advisory practice and focused on financial planning & analysis, financial modeling, and strategic finance, is crucial for guiding a diverse client base—ranging from founder-owned businesses to private equity-backed platforms and large enterprises—to make informed, forward-looking decisions through structured financial analysis, robust modeling, and practical insights aligned with their business objectives.

The TL;DR
• Role: Early Career
• Location: To be discussed with Talent Acquisition
• Pay: $59400–$236800 yearly
• Team: CFO Advisory practice
• Mission: Help clients make informed, forward-looking decisions through structured financial analysis, dynamic modeling, and practical insight aligned to their business objectives.
• Tech Stack: Microsoft Excel, PowerPoint

What You’ll Actually Do
• Lead: Lead complex financial modeling engagements, including the development of integrated 3-statement models, comprehensive cash flow models, and detailed scenario analyses utilized to support strategic decision-making across various client types.
• Translate: Translate diverse client objectives into structured analytical approaches, which includes defining key drivers, critical assumptions, and essential outputs to ensure practical insight.
• Evaluate: Evaluate business initiatives and financial alternatives, such as capital raises, intricate recapitalizations, potential acquisitions, and organic growth strategies, providing support for transactions and operational performance.
• Manage: Manage day-to-day engagement execution, including overseeing timelines, ensuring timely delivery of outputs, and coordinating effectively with internal team members and client stakeholders.
• Mentor: Mentor and develop junior team members, providing essential guidance on sophisticated modeling techniques, analytical processes, and supporting their professional development within the practice.

The Must-Haves
• Background: Requires a Bachelor’s degree in finance, accounting, economics, or a closely related field. This Manager-level role demands core domain knowledge gained from relevant experience in financial advisory, investment banking, transaction services, or corporate financial planning & analysis (FP&A).
• Experience: Possess 5+ years of relevant professional experience. This includes advanced proficiency in financial modeling, demonstrating the ability to build models from first principles and apply them effectively to real-world business scenarios, alongside a strong understanding of financial statements and accounting concepts.
• Skills: Advanced proficiency in Microsoft Excel, with the capability to build, review, and manage complex financial models efficiently. Ability to develop clear, client-ready presentations using PowerPoint, coupled with strong analytical, organizational, and communication skills to manage multiple priorities and operate effectively in a demanding, client-service environment.
• Bonus: Professional certifications such as a CPA, CFA, CMA, or an MBA degree are considered a significant plus for this role.