Overview

Baker 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.

Baker 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 or join the conversation on LinkedIn, Facebook and Instagram.  

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Job Description:

 

As a Director in our Finance & Accounting Managed Services and Shared Services Advisory practice, you will lead strategic transformation initiatives for multinational clients, focusing on designing, implementing, and optimizing finance and accounting service delivery models. You will serve as a trusted advisor to CFOs and senior finance leaders, driving operational excellence, cost optimization, and digital enablement across Record-to-Report (R2R), Procure-to-Pay (P2P), Order-to-Cash (O2C), and other finance processes.

Key Responsibilities

Finance Transformation Strategy

• Develop and execute strategies for Finance Shared Services, BPO, and GBS operating models, including global process ownership, governance, and service delivery frameworks.

• Lead large-scale finance transformation programs, including process standardization, automation, and digital enablement (ERP, RPA, AI, analytics).

• Advise clients on global delivery models, captive vs. outsourced structures, and hybrid solutions for finance operations.

Client Advisory & Relationship Management

• Serve as a senior advisor to CFOs and finance leadership teams, providing insights on industry trends, benchmarking, and best practices.

• Build and maintain strong executive-level relationships to identify new opportunities and expand service offerings.

Program Management & Delivery

• Oversee end-to-end delivery of complex finance transformation engagements, ensuring quality, timeliness, and alignment with client objectives.

• Manage cross-functional teams and coordinate with global delivery centers to achieve project milestones.

Financial & Operational Performance

• Drive cost optimization initiatives through process redesign, automation, and strategic sourcing within finance operations.

• Develop business cases and ROI models for finance transformation programs, ensuring measurable outcomes such as working capital improvements and close cycle reductions.

Thought Leadership & Market Development

• Contribute to the development of intellectual property, white papers, and industry insights on Finance Shared Services and GBS trends.

• Represent the firm at finance transformation forums, conferences, and client workshops.

People Leadership

• Mentor and coach junior team members, fostering a culture of collaboration and continuous learning.

• Support talent development and succession planning within the finance transformation practice.

Qualifications

• Education: Bachelor’s degree in Accounting, Finance, or related field; CPA, CMA, or MBA preferred.

• Experience: Twelve (12) plus years in consulting or industry roles focused on Finance Shared Services, BPO, or GBS transformation.

• Proven track record in leading large-scale global finance transformation programs.

• Strong knowledge of ERP platforms (SAP, Oracle, Workday), digital enablers (RPA, AI), and process improvement methodologies (Lean, Six Sigma).

• Excellent stakeholder management, communication, and leadership skills.

Preferred Skills

• Experience with global delivery models and multi-location strategies for finance operations.

• Familiarity with outsourcing contracts, SLAs, and vendor governance in finance processes.

• Ability to manage ambiguity and deliver results in complex environments.