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Director - Corporate Finance Advisory

Baker Tilly Advisory Group, LP

Houston, Texas

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JOB DETAILS
SKILLS
Accounting, American Institute of Certified Public Accountants (AICPA), Applicant Tracking System, Automation, Bakery, Benchmarking, Biology, Budgeting, Business Development, Business Services, Cash Flow, Cash Flow Projection, Certified Public Accountant (CPA), Corporate Finance, Cross-Functional, Customer Support/Service, Distribution Services, Entertainment and Media, Facebook, Finance, Financial Modeling, Financial Planning and Analysis (FP&A), Forecasting, Head of Finance, Healthcare, Leadership, LinkedIn, Management Reporting, Operational Support, Partner Sales, Performance Management, Performance Metrics, Power BI, Professional Services, Recruiting/Staffing Agency, Regulations, Reporting Dashboards, Sales Operations, Strategic Planning
LOCATION
Houston, Texas
POSTED
Today
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.

Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.

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:


Join Baker Tilly as a Director in our fast-growing Financial Advisory Services team within the Office of the CFO practice. This is a leadership role within a rapidly scaling team focused on building a market-leading FP&A and finance transformation offering. We partner with CFOs, private equity sponsors, and executive teams to design, build, and operate high-impact finance functions that drive better, faster decision-making.

Our team supports a diverse client base-from high-growth, PE-backed portfolio companies to large enterprises-across industries including consumer products, manufacturing and distribution, technology, life sciences, healthcare, media and entertainment, and professional services. We deliver a broad suite of services spanning interim FP&A leadership, finance function stand-up, strategic planning, financial modeling, management reporting, and advanced analytics.

As a Director, you will operate at the intersection of client delivery, capability building, and business development, helping shape the future of our practice while serving as a trusted advisor to senior finance leaders. This role is focused on ongoing FP&A, finance transformation, and value creation-not transaction execution-often working with clients post-investment.

Key Responsibilities:

Client Leadership & Delivery
  • Serve as a trusted advisor to CFOs, private equity sponsors, and senior executives, delivering high-impact FP&A and finance transformation engagements.
  • Lead complex client engagements across a broad suite of services, including:
    • Interim FP&A leadership and operational finance support
    • FP&A function stand-up (people, process, and technology design)
    • Budgeting, forecasting, and long-range strategic planning processes
    • Advanced financial modeling (3-statement models, 13-week cash flow, scenario analysis)
    • Management reporting design, automation, and performance insights
    • KPI development and benchmarking, particularly within PE-backed environments
    • Dashboarding and analytics solutions (e.g., Power BI)
    • Cross-functional business partnering with sales, operations, and executive teams
  • Support private equity-backed portfolio companies through value creation initiatives, including performance improvement, cash flow optimization, and finance infrastructure build-out.
  • Oversee engagement execution, ensuring quality, timeliness, an

About the Company

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Baker Tilly Advisory Group, LP

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