Director, Corporate Finance Advisory

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.

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.

Recommend and implement advanced financial tools and reporting including rolling forecasts, performance dashboards, and investor reporting frameworks, ensuring alignment with strategic objectives.

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.

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.

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 required; experience with FP&A tools (e.g., Power BI, Tableau, Anaplan or other EPMs) is highly preferred.

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 25% annually.

The compensation range for this role is $215,950 to $409,420. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.