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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Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.

Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.

Job Description:

Senior Associate, 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 Senior Associate, 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 contributing to providing our client companies best-in-class service and financial expertise.

This position is accountable for supporting the successful development and execution of Managed Services pursuits, assessment, transition, and operations activities. Additionally, the Senior Associate assists in providing analysis and insights to clients based on their knowledge of current business trends.

Key Responsibilities:

• Support the development and execution of Managed Services Pursuits, Assessment, Transition, and Operations activities.
• Assist in the design and implementation of dashboards and data models to support operational and financial reporting, KPI tracking, and strategic insights.
• Leverage tools like Power BI, Tableau, SQL, and Alteryx to build scalable, automated solutions.
• Support engagements as a trusted advisor on outsourced CFO/Controllership and management consulting projects.
• Collaborate with client stakeholders and internal teams to translate business requirements into technical solutions. Support includes assisting with client delivery from initial discussions, data collection, transition, and execution.
• Prepare high-quality presentations and contribute to executive-level presentations to communicate findings and recommendations.
• Identify and contribute to the implementation of process improvements across core finance functions: FP&A, close consolidation, reporting, budgeting, etc.
• Contribute to Go-to-Market and practice growth efforts through supporting proposal development, thought leadership, and mentoring junior 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:

• Bachelor's Degree in Finance, Accounting, MIS, or related field required.
• CPA, CFA, or consulting certifications (e.g., PMP) are a plus.
• Three (3) to five (5) years of progressively responsible experience in finance transformation, financial consulting, or management consulting roles.
• Familiarity with target operating model transformation and development for Captive and Outsourced models, including Shared Service Centers and Business Process Outsourcing.
• Familiarity with Microsoft Power BI (required); working knowledge of Tableau, Alteryx, SQL, or similar tools.
• Strong understanding of finance processes, including budgeting, forecasting, month-end closing, and reporting cycles.
• Strong project management support skills including, assisting with tool and template creation, project planning, risk management, and client reporting.
• Hands-on experience designing and building data visualizations and dashboards for finance or operational use cases.
• Ability to work across cross-functional teams, translating finance needs into technical solutions.
• Experience presenting to senior leaders, preparing decks, and supporting client-facing engagements.
• Experience with organization design, talent management and shared services & outsourcing.
• Experience with data and chart of accounts design to enhance analytics, reporting and decision support.
• Proven communication skills (verbal and written) to convey complex messages in a simple, straightforward way that drives transparency and trust.
  
  The compensation range for this role is $62,770 to $118,990. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.