Senior Manager, Corporate Finance Advisory

Baker Tilly US

Senior Manager in Corporate Finance Advisory handling engagements with CFOs, combining financial modeling, strategic analysis, and mentoring high-performing teams.

Posted 7/23/2026full-timeTewksbury • Colorado, Illinois, Massachusetts, Pennsylvania, Washington • 🇺🇸 United StatesSenior💰 $179,850 - $340,970 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial modeling, forecasting, and scenario planning to drive enterprise value and support executive decision-making. Proven ability to lead teams, manage client relationships, and deliver high-quality outcomes in corporate finance and business advisory.

Highest-signal resume keywords

Financial ModelingBusiness DevelopmentProject FinanceAdvanced Proficiency in Microsoft ExcelCFA or CPA Certification

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial ModelingForecastingScenario PlanningCorporate TransactionsValuationProposal DevelopmentClient PresentationsProject ManagementRisk MitigationBusiness Advisory

Soft Skills

LeadershipCommunicationAnalytical SkillsProblem-SolvingRelationship Management

Tools & Technologies

Power BITableauEPM ToolsPerformance DashboardsInvestor Reporting Frameworks

Certifications & Qualifications

CFACPA

Industry Keywords

Corporate FinanceUS GAAPM&AEngagement ManagementFinancial Advisory

Tech Stack

Tools & technologies

Tableau

About the role

Key responsibilities & impact

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

What you’ll need

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

Comp & perks

Comprehensive compensation and benefits package to eligible employees