Manager – Operating Model Transformation, Strategy

Baker Tilly US

. Lead client engagements related to Finance Transformation and Global Business Services from proposal development, executive workshops, and assessments through transition, execution, and steady-state operations .

Posted 10/30/2026full-timeFrisco • Texas • United StatesMid-LevelSenior💰 $69,300 - $191,300 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in Finance Transformation and Global Business Services, with a strong focus on designing and implementing operating models, managing complex transformations, and leveraging advanced analytics tools. Proven ability to lead cross-functional teams, develop strategic roadmaps, and build senior client relationships.

Highest-signal resume keywords

Finance Transformation ExpertiseGlobal Business Services DesignAdvanced Analytics ProficiencyProject Management SkillsClient Relationship Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Finance Process DesignOperating Model DevelopmentData ModelingTransformation Roadmap DevelopmentPerformance FrameworksAutomation IntegrationProcess Maturity AssessmentKPI DevelopmentReporting SolutionsMulti-Process Transformation

Soft Skills

LeadershipCommunication SkillsMentoringClient EngagementInfluencing Decision-Making

Tools & Technologies

Power BITableauAlteryxSQLERP SystemsAI ToolsFP&A Tools

Certifications & Qualifications

CPACFAPMP

Industry Keywords

HealthcareFinancial ServicesPrivate EquityTelecomBig 4 Experience

Tech Stack

Tools & technologies

PMPRPASQLTableau

About the role

Key responsibilities & impact

Lead client engagements related to Finance Transformation and Global Business Services from proposal development, executive workshops, and assessments through transition, execution, and steady-state operations
Design and implement end-state GBS and operating models across Finance, HR, IT, Procurement, Supply Chain, and Customer Operations
Assess organizational and process maturity and develop transformation roadmaps aligned to enterprise strategy and business outcomes
Lead large-scale, multi-process Finance transformation programs and organization design, integrating automation, analytics, AI, RPA, and intelligent workflow platforms
Establish enterprise service management and performance frameworks, including SLAs/OLAs, KPI hierarchies, dashboards, reporting, and continuous improvement mechanisms
Drive transitions, migrations, and operational readiness across global delivery networks
Partner with technology and digital teams to embed data platforms, intelligent automation, and advanced analytics into GBS and Finance operations
Work on Finance and operational transformation engagements including outsourced CFO/Controllership, Record-to-Report, Procure-to-Pay, Order-to-Cash, FP&A, and Financial Reporting
Design and deliver future-state Finance processes and data models
Direct and develop cross-functional consulting teams, managing delivery, quality, timelines, and client satisfaction
Develop dashboards, data models, and reporting solutions using Power BI, Tableau, SQL, and Alteryx
Lead practice growth and go-to-market efforts, including managed services pursuits, thought leadership, practice development, sector offerings, and executive forums
Mentor and develop junior members across global teams

Requirements

What you’ll need

Bachelor’s degree in Finance, Accounting, or related field
Master’s preferred
CPA, CFA, PMP, or equivalent certifications strongly preferred
Five (5)+ years of progressive experience in Finance transformation and/or GBS within management consulting, with demonstrated leadership in operating model and process transformation
Expertise advising global organizations on Finance processes including Order-to-Cash, Procure-to-Pay, Record-to-Pay, FP&A, Treasury, Tax, Financial Reporting, and Internal Audit
Expertise advising global organizations on GBS, shared services, outsourcing, and target operating model design, including BPO selection, contracting, transition, and performance management
Knowledge of Finance systems tools such as ERPs, AI, and FP&A tools
Strong consulting and delivery experience leading complex, multi-stakeholder transformations across captive and outsourced environments
Expert-level proficiency in Power BI; strong working knowledge of Tableau, Alteryx, SQL, and similar analytics tools
Advanced project and program management capabilities, including planning, risk management, executive reporting, and governance
Experience designing data, reporting, and chart-of-accounts structures
Strong executive presence and ability to translate complex operational and financial concepts into actionable recommendations
Strong oral and written communication skills
Ability to build and sustain senior client relationships, support sales and proposal efforts, and influence strategic decision-making
Healthcare, Financial Services, Private Equity, and Telecom/Technology industry experience is a plus
Experience working with Private Equity companies and portfolio companies is a plus
Big 4 firm experience is a plus
Experience managing offshore resources is a plus

Benefits

Comp & perks

Compensation and benefits package for eligible employees