Director Corporate Finance Advisory
Join Baker Tilly as a Director 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 Director, 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, scenario planning, and capital allocation, 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.
- Oversee development of advanced financial tools including rolling forecasts, performance dashboards, and investor reporting frameworks, ensuring alignment with strategic objectives.
- 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.
- 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.
Qualifications :
Bachelor's degree in finance, accounting, economics, or a related field; Master's degree or MBA preferred but not required.7-10+ 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; experience with FP&A tools (e.g., Power BI, Anaplan, Tableau) is a plus.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