Manager, Corporate Finance Advisory

Baker Tilly US

. Lead complex financial modeling engagements, including integrated 3-statement models, cash flow models, and scenario analyses .

Posted 9/17/2026full-timeTewksbury • California • United StatesMid-LevelSenior💰 $59,400 - $236,800 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates advanced financial modeling capabilities, including the development of integrated 3-statement models and scenario analyses, while effectively communicating findings to stakeholders. Proficient in managing financial advisory engagements and mentoring junior team members in analytical processes.

Highest-signal resume keywords

Financial ModelingFinancial Statement AnalysisMicrosoft Excel ProficiencyTransaction SupportClient Communication

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial Modeling3-Statement ModelsCash Flow ModelsScenario AnalysisPro Forma ModelsCapital Structure AnalysisBudgetingForecastingInvestment EvaluationAnalytical Skills

Soft Skills

Organizational SkillsCommunication SkillsMentoringTeam CoordinationClient Service

Tools & Technologies

Microsoft ExcelMicrosoft PowerPoint

Certifications & Qualifications

CPACFACMAMBA

Industry Keywords

Financial AdvisoryInvestment BankingTransaction ServicesCorporate FP&AStakeholder Outcomes

About the role

Key responsibilities & impact

Lead complex financial modeling engagements, including integrated 3-statement models, cash flow models, and scenario analyses
Translate client objectives into structured analytical approaches, including key drivers, assumptions, and outputs
Evaluate business initiatives and financial alternatives, including capital raises, recapitalizations, acquisitions, and organic growth strategies
Support transaction-related engagements through pro forma models, deal-structure analysis, and evaluation of stakeholder outcomes
Develop and oversee scenario and sensitivity analyses to assess risks, constraints, and key value drivers
Support the design and implementation of forecasting processes, budgets, and management reporting frameworks
Review and refine financial models, analyses, and client deliverables for accuracy, clarity, and usability
Manage day-to-day engagement execution, including timelines, deliverables, and coordination with internal team members
Communicate findings and recommendations to client stakeholders, including senior management, investors, and lenders
Mentor and develop junior team members, providing guidance on modeling, analysis, and professional development

Requirements

What you’ll need

Bachelor’s degree in finance, accounting, economics, or a related field
5+ years of relevant experience in financial advisory, investment banking, transaction services, or corporate FP&A
Advanced proficiency in financial modeling, including the ability to build models from first principles and apply them to real-world business scenarios
Strong understanding of financial statements and accounting concepts
Experience supporting transactions, capital structure analysis, or investment evaluation is preferred
Advanced proficiency in Microsoft Excel, with the ability to build, review, and manage complex models
Experience with PowerPoint and the ability to develop clear, client-ready presentations
Strong analytical, organizational, and communication skills
Ability to manage multiple priorities and operate effectively in a fast-paced, client-service environment
Professional certifications (CPA, CFA, CMA, MBA) are a plus

Benefits

Comp & perks

Comprehensive compensation and benefits package to eligible employees