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Baker Tilly US

Director, Strategy & Transformation

madison, WI

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About this opportunity

Baker Tilly US lists this Director, Strategy & Transformation opportunity in madison, Wisconsin. 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.

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 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. ("search firm")

Job Description

Baker Tilly has an incredible career opportunity for a Strategic Transformation Leader to join our growing team. Baker Tilly’s Strategy & Transformation Practice combines deep functional, industry, and technical capabilities to help clients solve their toughest enterprise challenges. Baker Tilly is focused on the integration of advanced technologies with core business transformational services to support companies in successfully navigating the complexities of transformations.

You Will Enjoy This Role If You

You are looking for your next challenge, crave variety where no day is the same and feel your skills and experience can be better utilized

You are looking to make an impact as part of a fast growing, innovative practice where your hard work and creativity can help us continue to build our brand as a firm

You have a passion for leading transformation, enabling an organization to meet objectives on time and on budget

You do your best work when you are part of a talented, down-to-earth team that thrives in collaboration and truly enjoys working together to meet client needs in a variety of industries

You feel valued when you are provided the resources and support to continually sharpen your skills and build your career now, for tomorrow

What You Will Do

Lead a team of Baker Tilly and client resources through strategy definition, future state visioning, target operating model, roadmap development and delivery of transformation projects which may include business process and/or technology implementations

Utilize finance, accounting, industry, and operational knowledge to assist clients in transforming their organization to align with strategic goals, establish target operating models in alignment to industry standards and benchmarks. Lead the build and definition of operational metrics, roles and responsibilities and organizational structures to support.

Develop and standardize finance processes, manage contract financial compliance, and document policies and procedures

Define roles and responsibilities within the organization, establish reporting structures, and ensure effective governance mechanisms

Lead through transformative solution visioning and execution of the vision, including defining the future state organization. This encompasses designing the target operating model, aligning it with industry standards and benchmarks, and building clear roles and responsibilities, operational metrics, and organizational structures to support and enable the organization

Evaluate the current state, identify gaps, and provide strategic recommendations to optimize and mature the client’s operating model

Develop, manage, and measure effectiveness of project approach and plans aligned to critical phases of implementation (analyze, design, build, test, deploy) and/or long‑term roadmaps which deliver transformative operating models via a series of projects

Elicit and define requirements using multiple methods such as interviews, document analysis, workshops, surveys, site visits, etc.

Ensure compliance with federal financial regulations and mitigate financial, operational, and regulatory risks

Manage and implement multiple projects through delegation, coordination, communication, and organization. Coordinate deployment of projects included staffing resources, deadlines, and end user expectations

Ensure that all projects are properly documented, which includes a business case, business requirements, and implementation plan, maintaining document requirements for project managers and business owners

Manage third party vendor relationships to resource specific development needs

Act as the liaison among the executive committee members, stakeholders, and development team including identification and mitigation of project risks and issues

Support the development of the practice from go‑to‑market activities to delivery methodology standards and team development

Provide functional expertise based on your specific skills and background

Utilize your entrepreneurial skills to network and build strong relationships internally and externally with clients and the community

Invest in your professional development individually and through participation in firm wide learning and development programs

Support the growth and development of team members and clients through the Baker Tilly Value Architect model, helping associates meet their professional goals

Enjoy friendships, social activities and team outings that encourage a work‑life balance

Successful Candidates Will Have

Bachelor’s degree in relevant field

Minimum of twelve (12) years of related experience; previous related industry and consulting experience highly preferred

Demonstrated leadership in an industry such as Public Sector (state/local), Not for Profit, and/or Higher Education

Experience managing senior‑level client relationships and working across an organization with multiple stakeholders

Extensive finance and accounting expertise with a proven track record in helping clients optimize and develop their finance organizations

Ability to lead and supervise others, provide exceptional client service, see the "big picture" as well as the details, display appropriate ethical knowledge, and exhibit a sense of urgency and commitment to quality and the timely completion of projects

Ability to decompose scope into detailed activities and deliverables, then conduct work package handoff to delivery resources from Baker Tilly, client teams, and third‑party vendors

Ability to manage multiple projects/initiatives simultaneously, with a willingness to support different workstreams as needed

Ability to think creatively to solve problems gained through prior experience, education, training to resolve issues and remove project obstacles

Demonstrated management, analytical, organization, interpersonal, project management, communication, and highly developed Microsoft Suite (Word, Excel, PowerPoint) skills

Project experience with full lifecycle application development (e.g. requirements gathering, use case development, system analysis and design, integration, testing, deployment)

Experience with enterprise technology system implementation and management

Project/program management certification (e.g. PMP, PgMP) and/or Agile certification (e.g. PMI-ACP, CSM, PSM. SAFe POPM) is a plus

Ability to travel as needed and work outside of core business hours for client engagements

The compensation range for this role is $203,900 to $441,780. 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

madison, WI, 53774, US

Who can apply

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