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.  

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Job Description:

 

The Manager - Project Financial Management is focused on accurate revenue recognition, margin optimization and delivery performance across the firm’s service lines. This role will lead a team of analysts, collaborate with business leaders and the Enterprise Pricing CoE, and leverage the BT offshore team to improve financial outcomes through operational excellence and data-driven insights.

Responsibilities:

• Lead and develop a team of financial analysts responsible for accurate revenue recognition, project margin analytics
• Partner with service line leaders and the Enterprise Pricing CoE to monitor revenue trends, project performance post-pricing, ensuring commercial terms are supported through effective delivery management.
• Identify repetitive, manual tasks suitable for automation to improve efficiency and data quality
• Lead the design and implementation of automation solutions, AI driven analytics and workflow optimization
• Partner with Technology and Operations teams to deploy AI tools for forecasting, anomaly detection and predictive insights
• Monitor trends in delivery performance and margin optimization opportunities
• Partner with the Data Analytics team to establish data governance frameworks to ensure integrity and consistency in reporting

Qualifications:

• Bachelor’s degree in Finance, Economics, Accounting, Business Analytics, or related field.
• MBA or advanced degree preferred.
• 5+ years of experience in financial analysis, delivery margin analytics, or cost optimization, including 2+ years in a team leadership or managerial role.
• Experience managing financial analytics or shared service teams supporting U.S. or global business units.
• Experience in Workday/SAP and automation platforms (UiPath, Power Automate, Alteryx)
• Advanced Excel and data analytics skills, SQL, Phyton
• Excellent communication skills with the ability to collaborate effectively across time zones and functions.
• Demonstrated leadership, analytical excellence, and a focus on continuous improvement in a fast-paced, global environment.