Senior Manager - Advisory Consulting & Operating Model

About the Role

Baker Tilly's Managed Services Advisory team is seeking a Senior Manager to help clients transform how their finance and accounting functions operate. You will design modern operating models, streamline processes, and implement technology-enabled solutions that drive efficiency, strengthen controls, and elevate business insights.

What You'll Do

• Design and implement end-state Global Business Services (GBS) and operating models across Finance, HR, IT, Procurement, Supply Chain, and Customer Operations, including process architecture, governance, service catalogs, organizational structures, and global delivery models (captive, outsourced, hybrid).

• Assess organizational and process maturity, and develop transformation roadmaps aligned to enterprise strategy, value levers, and business outcomes.

• Lead large-scale, multi-process transformation programs, integrating automation, analytics, AI, RPA, and intelligent workflow platforms to drive efficiency, scalability, and service excellence.

• Establish enterprise service management and performance frameworks, including SLAs/OLAs, KPI hierarchies, dashboards, financial and operational reporting, and continuous improvement mechanisms.

• Drive transitions, migrations, and operational readiness across global delivery networks, including change management, knowledge transfer, risk mitigation, and stakeholder alignment.

• Partner with technology and digital teams to embed data platforms, intelligent automation, and advanced analytics into core GBS and finance operations.

• Serve as a trusted advisor on complex finance and operational transformation engagements, including outsourced CFO/Controllership, Record‑to‑Report, Procure‑to‑Pay, Order‑to‑Cash, FP&A, and Financial Reporting.

• Design and deliver future‑state finance processes and data models, including financial consolidation, close acceleration, chart of accounts design, planning/budgeting/forecasting, and enterprise financial intelligence (e.g. AI).

• Lead client engagements, from executive workshops and assessments through proposal development, transition, execution, and steady state operations.

• Direct and develop cross‑functional consulting teams, managing day‑to‑day delivery, quality, timelines, and client satisfaction across global stakeholders.

• Develop scalable dashboards, data models, and reporting solutions using tools such as Power BI, Tableau, SQL, and Alteryx to support operations.

• What We're Looking For

• Proven experience leading large-scale advisory engagements and transformations in finance and operating models.

• Strong knowledge of Global Business Services (GBS), automation, analytics, AI, RPA, and data platforms.

• Demonstrated ability to deliver end-to-end finance processes (Record-to-Report, Procure-to-Pay, Order-to-Cash, FP&A, Financial Reporting).

• Ability to lead cross-functional consulting teams, manage stakeholders, and drive client satisfaction.

• Excellent communication, client relationship management, and business impact focus.

• Experience partnering with technology/digital teams to embed data platforms and analytics into finance operations.

• Familiarity with Power BI, Tableau, SQL, and Alteryx is a plus.

• Nice to Have

• Experience with Power BI, Tableau, SQL, and Alteryx for dashboarding and data modeling.

• Background in outsourced CFO/Controllership engagements.

• Experience with global delivery networks and change management.

• Experience applying AI and intelligent automation to finance operations.

• Compensation & Benefits

• Salary range not disclosed; details available through Baker Tilly recruiter.

• Hybrid work schedule with opportunities for professional development and client exposure.