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Baker Tilly

Global advisory, tax, and assurance services.

Senior Manager - Corporate Finance Advisory

Financial & Transaction AdvisoryUpdated on Nov 14
Full-time$179.8k - $341k

About the Job

Requirements

  • A bachelor's degree in finance, accounting, economics, or a related field is required.
  • Five to ten or more years of relevant experience in corporate finance, business advisory, or related areas, including a track record of leading complex engagements and managing client relationships.
  • Strong business development acumen, including experience in proposal writing, client presentations, and relationship management.
  • Advanced proficiency in Microsoft Excel and PowerPoint is required.
  • Excellent communication, analytical, and problem-solving skills, with the ability to influence senior stakeholders.
  • Familiarity with U.S. generally accepted accounting principles (GAAP) is required.
  • 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 less than 25% annually.

Responsibilities

  • Lead strategic client engagements involving financial modeling, forecasting, and scenario planning to drive enterprise value and support executive decision-making.
  • Serve as a senior advisor to chief financial officers and other C-suite leaders, providing insights on project finance, mergers and acquisitions, valuation, and corporate transactions.
  • Recommend advanced financial tools and reporting, including rolling forecasts, performance dashboards, and investor reporting frameworks, aligned with strategic objectives.
  • Bring value-added skills such as coding, Power BI, or other financial planning and analysis tools to enhance client solutions and internal capabilities.
  • Drive business development, including scoping, proposal development, and relationship-building to expand the 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 thought leadership and innovation within the Corporate Finance Advisory practice by 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 project management, resource allocation, and risk mitigation.

Desired Qualifications

  • A master's degree or MBA is preferred but not required.
  • A CFA, CPA, or similar credential is strongly preferred.
  • Experience with financial planning and analysis tools, such as Power BI, Tableau, or enterprise performance management tools, is highly preferred.

About the Company

Baker Tilly

Global advisory, tax, and assurance services.

Baker Tilly provides advisory, tax, and assurance services to a global client base, including construction, higher education, and real estate, to improve performance and profitability. Its offerings—financial audits, tax planning, and strategic advisory—are delivered through a client-focused process supported by a network of 742 offices in 146 territories. The firm differentiates itself by combining a large international footprint with customized, long-term relationships and a focus on digital transformation and talent development. Its goal is to help clients succeed in a changing business environment by delivering sustainable, value-driven services that reduce costs and boost efficiency.

Company size
10,001+
Company stage
Debt Financing
Total funding
$1.5B
Headquarters
New York City, New York
Founded
1931

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