About this opportunity
CFA Institute lists this Director - Corporate Finance Advisory opportunity in houston, Texas. Review the employer’s description below for duties, qualifications and application requirements.
Job description
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, and profitability across multiple concurrent projects.
Practice Building & Capability Development
Help define, build, and scale Baker Tilly's FP&A and Office of the CFO capabilities, expanding beyond traditional strategic finance into a comprehensive, end‑to‑end offering.
Develop and standardize methodologies, tools, and accelerators (e.g., forecasting frameworks, reporting templates, dashboard solutions).
Collaborate across service lines (e.g., transaction advisory, tax, audit, consulting) to deliver integrated, cross‑functional solutions.
Business Development & Market Presence
Originate or expand client relationships, particularly within private equity firms and their portfolio companies, to drive new revenue and deepen existing accounts.
Lead proposal development and deal shaping, including scoping, pricing, and positioning of services.
Contribute to thought leadership, client presentations and market‑facing content to enhance the firm's brand in FP&A and finance transformation.
Actively participate in go‑to‑market strategies targeting high‑growth and PE‑backed companies.
Team Leadership & Talent Development
Help lead, mentor, and develop high‑performing team members while fostering a culture of accountability, growth, and collaboration.
Play a key role in recruiting and building out the team, particularly as the practice scales its capabilities.
Provide technical guidance across financial modeling, FP&A processes, and client delivery.
Operate as a player‑coach, balancing hands‑on problem solving with team leadership and oversight.
Qualifications
Bachelor's degree in finance, accounting, economics, or related field; MBA or advanced degree preferred.
10-15+ years of relevant experience, ideally with a mix of: Big 4 or national accounting/consulting firm experience
Corporate FP&A or finance leadership roles
Direct experience working with private equity firms and or PE‑backed portfolio companies
CPA, CMA, CFA, or similar credentials strongly preferred.
Demonstrated experience leading finance transformation, FP&A build‑outs, or operational finance initiatives.
Strong understanding of private equity environments, including value creation, reporting expectations, and liquidity/cash management.
Proven ability to lead multiple complex engagements and manage senior client relationships.
Experience in business development, including winning new opportunities and contributing to revenue growth.
Advanced financial modeling and analytical capabilities; strong proficiency in Excel and PowerPoint.
Experience with FP&A and analytics tools (e.g., Power BI, Tableau, Anaplan, Adaptive, or similar) strongly preferred.
Excellent communication and executive presence, with the ability to influence C-suite stakeholders.
Strong project management and organizational skills in a fast‑paced, high‑growth environment.
Familiarity with US GAAP and broader finance/accounting processes.
Ability to travel This is a unique opportunity to join a high‑growth, entrepreneurial team within a leading firm, where you will play a direct role in shaping the strategy, offerings, and trajectory of the Office of the CFO practice. You'll have the opportunity to build something meaningful, work closely with firm leadership, and position yourself for continued advancement toward Principal.
The compensation range for this role is $192,500-$346,430. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.
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Worksite address
houston, TX, 77246, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.