Director, Strategy – Transformation

Baker Tilly US

. Lead Baker Tilly and client resources through strategy definition, future-state visioning, target operating model, roadmap development, and transformation project delivery .

Posted 10/7/2026full-timeRemote • United StatesLead💰 $155,000 - $312,200 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates extensive finance and accounting expertise, with a focus on optimizing finance organizations and developing target operating models. Proven ability to manage multiple projects, lead teams, and ensure compliance with federal financial regulations while delivering exceptional client service.

Highest-signal resume keywords

Finance ExpertiseProject Management CertificationClient Relationship ManagementEnterprise Technology ImplementationCreative Problem-Solving

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Finance Processes DevelopmentOperational Metrics BuildingRequirements GatheringFull Lifecycle Application DevelopmentGovernance Mechanisms DefinitionContract Financial Compliance ManagementProject Planning and ExecutionOrganizational Structure DevelopmentRisk Mitigation StrategiesBusiness Case Documentation

Soft Skills

Interpersonal SkillsAnalytical SkillsCommunication SkillsLeadership SkillsOrganizational Skills

Tools & Technologies

Microsoft SuiteProject Management ToolsEnterprise Technology Systems

Certifications & Qualifications

PMPPgMPPMI-ACPCSMPSMSAFe POPM

Industry Keywords

Financial RegulationsTarget Operating ModelStakeholder EngagementTransformation Project DeliveryOperational Compliance

Tech Stack

Tools & technologies

PMP

About the role

Key responsibilities & impact

Lead Baker Tilly and client resources through strategy definition, future-state visioning, target operating model, roadmap development, and transformation project delivery
Use finance, accounting, industry, and operational knowledge to align client organizations with strategic goals and establish target operating models
Build operational metrics, roles and responsibilities, and organizational structures
Develop and standardize finance processes, manage contract financial compliance, and document policies and procedures
Define reporting structures and effective governance mechanisms
Evaluate current state, identify gaps, and provide strategic recommendations to optimize and mature operating models
Develop, manage, and measure project approaches and plans across analyze, design, build, test, and deploy phases
Elicit and define requirements through interviews, document analysis, workshops, surveys, and site visits
Ensure compliance with federal financial regulations and mitigate financial, operational, and regulatory risks
Manage and implement multiple projects, coordinating staffing resources, deadlines, and end-user expectations
Document business cases, business requirements, implementation plans, and project requirements
Manage third-party vendor relationships
Liaise among executive committee members, stakeholders, and development teams while identifying and mitigating project risks and issues
Support practice development, go-to-market activities, delivery methodology standards, and team development
Build internal and external client and community relationships
Support team members’ and clients’ professional growth through the Baker Tilly Value Architect model

Requirements

What you’ll need

Bachelor’s degree in relevant field
Minimum of twelve (12) years of related experience
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 and provide exceptional client service
Ability to decompose scope into detailed activities and deliverables and conduct work package handoff
Ability to manage multiple projects/initiatives simultaneously
Creative problem-solving ability gained through prior experience, education, or training
Demonstrated management, analytical, organization, interpersonal, project management, communication, and highly developed Microsoft Suite (Word, Excel, PowerPoint) skills
Project experience with full lifecycle application development, including requirements gathering, use case development, system analysis and design, integration, testing, and deployment
Experience with enterprise technology system implementation and management
Ability to travel as needed and work outside of core business hours for client engagements
Project/program management certification (e.g. PMP, PgMP) and/or Agile certification (e.g. PMI-ACP, CSM, PSM, SAFe POPM) is a plus

Benefits

Comp & perks

Compensation and benefits package for eligible employees
Professional development through firm-wide learning and development programs
Work-life balance encouraged through friendships, social activities, and team outings