Director, Corporate Finance Advisory Position Available In Middlesex, Massachusetts

Director, Corporate Finance Advisory Baker Tilly Advisory Group, LP – 3.7

Tewksbury, MA Job Details Full-time Estimated:

$141K – $256K a year 1 day ago Qualifications Microsoft PowerPoint Power BI 7 years Microsoft Excel CPA Tableau Finance Master’s degree Business development Proposal writing Bachelor’s degree GAAP Corporate finance Relationship management Senior level Master of Business Administration Accounting Full 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. 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 (“search firm”) 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.

Job Description:

Join Baker Tilly as a Director in our fast-growing Corporate Finance Advisory team within the Office of the CFO practice. We empower clients to make confident, data-informed decisions through strategic financial analysis, dynamic reporting, and forward-looking guidance tailored to their business goals. Our team supports a diverse client base – from pre-revenue startups to multinational public corporations – across industries including consumer products and retail, manufacturing, technology, life sciences, healthcare, professional services, financial institutions, and more. As a Director, you will lead high-impact engagements that blend financial modeling, scenario analysis, and strategic advisory. Drawing on your expertise in areas such as project finance, M&A, business valuation, and corporate transactions, you’ll serve as a trusted advisor to senior client stakeholders, helping them navigate complex financial decisions, transactions, and transformation initiatives. You will also play a critical role in shaping the growth of our practice through thought leadership, business development, and mentoring of high-performing teams.

Key Responsibilities:

Lead strategic client engagements involving financial modeling, forecasting, scenario planning, and capital allocation, with a focus on driving enterprise value and supporting executive decision-making. Serve as a senior advisor to CFOs and other C-suite leaders, providing insights on project finance, M&A, valuation, and corporate transactions. Oversee development of advanced financial tools including rolling forecasts, performance dashboards, and investor reporting frameworks, ensuring alignment with strategic objectives. Drive business development efforts, including scoping, proposal development, and relationship-building to expand client portfolio and cross-sell firm capabilities. Manage and mentor engagement teams, fostering a collaborative, inclusive, and high-performance culture while developing future leaders. Contribute to thought leadership and innovation within the Corporate Finance Advisory practice, bringing forward new methodologies, tools, and service offerings. Collaborate across service lines to deliver integrated solutions and identify opportunities for broader client impact. Ensure quality and profitability across engagements through effective project management, resource allocation, and risk mitigation. Bring unique, value-added skills to the team – such as experience with coding, Power BI, or other FP&A tools – to enhance client solutions and internal capabilities.

Qualifications:

Bachelor’s degree in finance, accounting, economics, or a related field; Master’s degree or MBA preferred but not required. 7-10+ years of relevant experience in corporate finance, business advisory, or related areas, with a track record of leading complex engagements and managing client relationships. CFA, CPA, or similar credential strongly preferred. Proven ability to lead teams, manage multiple engagements, and deliver high-quality outcomes under tight deadlines. Strong business development acumen, with experience in proposal writing, client presentations, and relationship management. Advanced proficiency in Microsoft Excel and PowerPoint; experience with FP&A tools (e.g., Power BI, Anaplan, Tableau) is a plus. Excellent communication, analytical, and problem-solving skills, with the ability to influence senior stakeholders. Familiarity with US GAAP. Must be 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 < 25% annually.