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Senior Manager, Corporate Finance Advisory
Baker Tilly US. Lead strategic client engagements involving financial modeling, forecasting, and scenario planning .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial modeling, forecasting, and project finance while effectively leading client engagements and managing teams. Proficient in utilizing FP&A tools and frameworks to deliver high-quality financial solutions and drive business development.
Highest-signal resume keywords
Financial ModelingProject FinanceBusiness DevelopmentFP&A ToolsTeam Leadership
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial ModelingForecastingValuationCorporate TransactionsUS GAAPMicrosoft ExcelMicrosoft PowerPointPower BITableauEPM Tools
Soft Skills
CommunicationAnalytical SkillsProblem-SolvingOrganizational SkillsRelationship Management
Tools & Technologies
Power BITableauFP&A ToolsPerformance DashboardsInvestor Reporting
Certifications & Qualifications
CFACPAMaster's DegreeMBA
Industry Keywords
Corporate FinanceBusiness AdvisoryEngagement ManagementClient PresentationsProposal Development
Tech Stack
Tools & technologiesTableau
About the role
Key responsibilities & impact- Lead strategic client engagements involving financial modeling, forecasting, and scenario planning
- Advise CFOs and C-suite leaders on project finance, M&A, valuation, and corporate transactions
- Recommend financial tools and reporting frameworks, including rolling forecasts, performance dashboards, and investor reporting
- Apply coding, Power BI, and other FP&A tools to enhance client solutions and internal capabilities
- Drive business development through scoping, proposal development, relationship-building, and cross-selling
- Manage and mentor engagement teams
- Contribute to thought leadership, innovation, methodologies, tools, and service offerings
- Collaborate across service lines to deliver integrated solutions
- Ensure engagement quality and profitability through project management, resource allocation, and risk mitigation
Requirements
What you’ll need- Bachelor’s degree in finance, accounting, economics, or a related field
- 5-10+ years of relevant experience in corporate finance, business advisory, or related areas
- Track record of leading complex engagements and managing client relationships
- Proven ability to lead teams, manage multiple engagements, and deliver high-quality outcomes under tight deadlines
- Strong business development acumen, including proposal writing, client presentations, and relationship management
- Advanced proficiency in Microsoft Excel and PowerPoint
- Familiarity with US GAAP
- Excellent communication, analytical, and problem-solving skills
- Highly organized and capable of managing multiple tasks in a complex, dynamic environment
- Expert understanding, comprehension, and ability to articulate various business processes
- Ability to travel less than 25% annually
- Master’s degree or MBA preferred but not required
- CFA, CPA, or similar credential strongly preferred
- Experience with FP&A tools such as Power BI, Tableau, or EPM tools highly preferred
Benefits
Comp & perks- Comprehensive compensation and benefits package to eligible employees