Manager, Managed Services

Manager, Managed Services

A career within Baker Tilly's Managed Services Advisory team will provide the opportunity to work alongside client leaders to optimize the structure of their finance and accounting functions and improve their contribution to the business. We support our clients by addressing the challenges of achieving appropriate standards of control, efficient back-office opportunities and supporting the business through data insights. Our Finance and Accounting Managed Services practice team helps clients execute these strategies to reduce functional and operational complexity through sourcing strategies designing streamlined processes, optimized use of technology, and efficient use of resources to deliver cost-effective, high-quality services to all stakeholders. We support our clients by addressing the challenges of achieving contemporary operating models, upskilling talent to focus on driving insight and partnering with their business counterparts and digital transformation of the finance function to create world class functional excellence. To accelerate your opportunities and future position Baker Tilly as the Middle Market Leader, each team member needs to be a purpose-led and values-driven leader at every level.

As a manager, you'll work as part of a team of Go to Market, Technology, Transition and Operate problem solvers, helping to solve complex business issues from strategy to execution. This position is responsible for providing our client companies best-in-class service and financial expertise.

This position is accountable for the successful development and execution of Managed Services pursuits, assessment, transition, and operations activities. Additionally, the Manager acts as a strategic business advisor by providing in-depth analysis and insights to their clients based on their knowledge of current business trends and extensive industry experience.

Key Responsibilities :

• Lead the development and execution of Managed Services Pursuits, Assessment, Transition, and Operations activities.
• Design and implement complex dashboards and data models to support advanced operational and financial reporting, KPI tracking, and strategic insights.
• Leverage tools like Power BI, Tableau, SQL, and Alteryx to build scalable, automated solutions, demonstrating expert-level proficiency.
• Serve as a primary trusted advisor on complex outsourced CFO / Controllership and management consulting engagements, providing strategic guidance.
• Collaborate extensively with senior client stakeholders and internal teams to translate intricate business requirements into robust technical solutions. This includes leading client engagement from initial discussions, data collection, transition, and execution.
• Prepare and deliver high-quality, executive-level presentations to communicate findings, recommendations, and strategic roadmaps to C-suite audiences.
• Identify, design, and implement significant process improvements across core finance functions : FP&A, close consolidation, reporting, budgeting, etc., driving impactful change.
• Contribute to Go-to-Market and practice growth efforts through strategic proposal development, thought leadership, and actively mentoring and developing junior and mid-level team members.
• Develop new skills outside of comfort zone.
• Act to resolve issues which prevent the team working effectively.
• Coach others, recognize their strengths, and encourage them to take ownership of their personal development.
• Analyze complex ideas or proposals and build a range of meaningful recommendations.
• Use multiple sources of information including broader stakeholder views to develop solutions and recommendations.
• Address sub-standard work or work that does not meet firm's / client's expectations.
• Use data and insights to inform conclusions and support decision-making.
• Develop a point of view on key global trends, and how they impact clients.
• Manage a variety of viewpoints to build consensus and create positive outcomes for all parties.
• Simplify complex messages, highlighting and summarizing key points.
• Uphold the firm's code of ethics and business conduct.

Qualifications :

The compensation range for this role is $84,350 to $159,920. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.