Hybrid Senior Manager, Corporate Finance Advisory

at Baker Tilly US

• Job title: Senior Manager, Corporate Finance Advisory
• Job type: Full Time
• Experience level: Senior
• Salary: $179,850 - $340,970 per year
• Degree requirement: Bachelor's Degree
• Tech skills: Tableau
• Location requirements: Hybrid, Tewksbury, United States

About the role

• Senior Manager in Corporate Finance Advisory team leading financial modeling and strategic advisory for diverse clients. Engaging with CFOs to navigate complex financial decisions and driving enterprise value.

Responsibilities

• Lead strategic client engagements involving financial modeling, forecasting, and scenario planning 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 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.

Requirements

• Bachelor’s degree in finance, accounting, economics, or a related field; Master’s degree or MBA preferred but not required.
• 5-10+ 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, EPM tools) 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.

Benefits

• Health insurance
• Retirement plans
• Paid time off
• Professional development opportunities