{"id":2031430,"url":"https://alion.io/job/baker-tilly-managing-director-cfo-advisory-services","title":"Managing Director, CFO Advisory Services","company":{"id":6269,"name":"Baker Tilly","domain":"bakertilly.com","url":"https://alion.io/company/baker-tilly-us","size_band":"5000+","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Workday","truth_index":{"grade":"B","score":80,"open_postings":91,"ghost_share":0,"stale_share":0.813,"repost_share":0,"time_to_fill_p50_days":28,"computed_at":"2026-10-24T06:02:35Z"}},"role":"Finance","role_family":"Finance","seniority":"head","employment_type":"full_time","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Philadelphia, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":263930,"max":395900,"currency":"USD","period":"year","gross":null,"usd_annual":395900},"salary_estimate":null,"experience_years_min":10,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Power BI","optional":false},{"name":"Tableau","optional":false}],"status":"live","first_seen_at":"2026-10-07T14:26:51Z","employer_posted_date":"2026-10-07","last_verified_at":"2026-10-22T04:18:37Z","board_verified":false,"closed_at":null,"days_open":17,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":17},"description":"Overview\nBaker 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.\nBaker 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 orjoin the conversation on LinkedIn, Facebook and Instagram.\nPlease discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.\nBaker Tilly is an equal opportunity/affirmativeaction 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.\nAny 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.\nJob Description:\nJoin Baker Tilly as a Managing Director in our fast-growing Financial Advisory Services team within the Office of the CFO practice. This is a leadership role within a rapidly scaling team focused on building a market-leading FP&A 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.\nOur team supports a diverse client base-from high-growth, PE-backed portfolio companies to large enterprises-across industries including consumer products, manufacturing and distribution, technology, life sciences, healthcare, media and entertainment, and professional services. We deliver a broad suite of services spanning interim FP&A leadership, finance function stand-up, strategic planning, financial modeling, management reporting, and advanced analytics.\nAs a Managing 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 FP&A, finance transformation, and value creation-not transaction execution-often working with clients post-investment.\nKey Responsibilities:\nClient Leadership & Delivery\nServe as a trusted advisor to CFOs, private equity sponsors, and senior executives, delivering high-impact FP&A and finance transformation engagements.\nLead complex client engagements across a broad suite of services, including:Interim FP&A leadership and operational finance support\nFP&A function stand-up (people, process, and technology design)\nBudgeting, forecasting, and long-range strategic planning processes\nAdvanced financial modeling (3-statement models, 13-week cash flow, scenario analysis)\nManagement reporting design, automation, and performance insights\nKPI development and benchmarking, particularly within PE-backed environments\nDashboarding and analytics solutions (e.g., Power BI)\nCross-functional business partnering with sales, operations, and executive teams\n\nSupport private equity-backed portfolio companies through value creation initiatives, including performance improvement, cash flow optimization, and finance infrastructure build-out.\nOversee engagement execution, ensuring quality, timeliness, and profitability across multiple concurrent projects.\nPractice Building & Capability Development\nHelp define, build, and scale Baker Tilly’s FP&A and Office of the CFO capabilities, expanding beyond traditional strategic finance into a comprehensive, end-to-end offering.\nDevelop and standardize methodologies, tools, and accelerators (e.g., forecasting frameworks, reporting templates, dashboard solutions).\nCollaborate across service lines (e.g., transaction advisory, tax, audit, consulting) to deliver integrated, cross-functional solutions.\nBusiness Development & Market Presence\nOriginate or expand client relationships, particularly within private equity firms and their portfolio companies, to drive new revenue and deepen existing accounts\nLead proposal development and deal shaping, including scoping, pricing, and positioning of services\nContribute to thought leadership, client presentations and market-facing content to enhance the firm’s brand in FP&A and finance transformation.\nActively participate in go-to-market strategies targeting high-growth and PE-backed companies.\nTeam Leadership & Talent Development\nHelp lead, mentor, and develop high-performing team members while fostering a culture of accountability, growth, and collaboration.\nPlay a key role in recruiting and building out the team, particularly as the practice scales its capabilities.\nProvide technical guidance across financial modeling, FP&A processes, and client delivery.\nOperate as a player-coach, balancing hands-on problem solving with team leadership and oversight.\nQualifications:\nBachelor’s degree in finance, accounting, economics, or related field; MBA or advanced degree preferred.\n10-15+ years of relevant experience, ideally with a mix of:Big 4 or national accounting/consulting firm experience\nCorporate FP&A or finance leadership roles\nDirect experience working with private equity firms and/or PE-backed portfolio companies\n\nCPA, CMA, CFA, or similar credentials strongly preferred.\nDemonstrated experience leading finance transformation, FP&A build-outs, or operational finance initiatives.\nStrong understanding of private equity environments, including value creation, reporting expectations, and liquidity/cash management.\nProven ability to lead multiple complex engagements and manage senior client relationships.\nExperience in business development, including winning new opportunities and contributing to revenue growth.\nAdvanced financial modeling and analytical capabilities; strong proficiency in Excel and PowerPoint.\nExperience with FP&A and analytics tools (e.g., Power BI, Tableau, Anaplan, Adaptive, or similar) strongly preferred.\nExcellent communication and executive presence, with the ability to influence C-suite stakeholders.\nStrong project management and organizational skills in a fast-paced, high-growth environment.\nFamiliarity with US GAAP and broader finance/accounting processes.\nAbility to travel < 25% annually.\nThis is a unique opportunity to join a high-growth, entrepreneurial team within a leading firm, where you will play a direct role in shaping the strategy, offerings, and trajectory of the Office of the CFO practice. You’ll have the opportunity to build something meaningful, work closely with firm leadership, and position yourself for continued advancement toward Principal.\nThe pay range for this position is $263,930 to $395,900. This range represents a good-faith and reasonable estimate of the compensation the firm expects to pay for this position at the time of posting. Actual compensation will depend on a variety of relevant factors, including an applicant’s skills, experience, qualifications, professional certifications, work arrangements, geographic location, and other business and organizational needs. It is not typical for an individual to be hired at or near the top of the range, and compensation decisions depend on the facts and circumstances of each case. 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