Overview

BTVK Advisory is a leading advisory firm whose specialized professionals guide clients through an ever-changing business world, helping them win now and anticipate tomorrow. BTVK Advisory, and its affiliated entities, have operations in North America, South America, Europe, Asia, and Australia. BTVK Advisory’s ultimate parent entity, Baker Tilly US, LLP, is an independent member 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.

 
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.

To be added to all ET through Experienced requisitions 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:

 

Responsibilities:

• Design and implement end‑state Global Business Services (GBS) and operating models across Finance, HR, IT, Procurement, Supply Chain, and Customer Operations, including process architecture, governance, service catalogs, organizational structures, and global delivery models (captive, outsourced, hybrid).
• Assess organizational and process maturity, and develop transformation roadmaps aligned to enterprise strategy, value levers, and business outcomes.
• Lead large‑scale, multi‑process transformation programs, integrating automation, analytics, AI, RPA, and intelligent workflow platforms (e.g., ServiceNow) to drive efficiency, scalability, and service excellence.
• Establish enterprise service management and performance frameworks, including SLAs/OLAs, KPI hierarchies, dashboards, financial and operational reporting, and continuous improvement mechanisms.
• Drive transitions, migrations, and operational readiness across global delivery networks, including change management, knowledge transfer, risk mitigation, and stakeholder alignment.
• Partner with technology and digital teams to embed data platforms, intelligent automation, and advanced analytics into core GBS and finance operations.
• Serve as a trusted advisor on complex 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, including financial consolidation, close acceleration, chart of accounts design, planning/budgeting/forecasting, and enterprise financial intelligence.
• Lead client engagements, from executive workshops and assessments through proposal development, transition, execution, and steady state operations.
• Direct and develop cross‑functional consulting teams, managing day‑to‑day delivery, quality, timelines, and client satisfaction across global stakeholders.
• Develop scalable dashboards, data models, and reporting solutions using tools such as Power BI, Tableau, SQL, and Alteryx to support operational, financial, and strategic insights.
• Contribute to practice growth and go‑to‑market efforts, including managed services pursuits, thought leadership, reusable assets, sector‑specific offerings, and representation at executive forums and industry events.

Qualifications

• Bachelor’s degree in Finance, Accounting, MIS, or related field (Master’s preferred); CPA, CFA, PMP, or equivalent certifications strongly preferred.
• Three years of progressive experience in finance transformation, GBS, or management consulting with demonstrated leadership in operating model and process transformation.
• Proven 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 that includes ERP's, AI and FP&A tools
• Deep knowledge & demonstrated design through execution and process improvement & standardization Record‑to‑Report, Procure‑to‑Pay, Order‑to‑Cash, FP&A, and Financial Reporting.
• Strong consulting and delivery experience leading complex, multi‑stakeholder transformations across captive and outsourced environments.
• Experience working with Private Equity companies and their portfolio companies is plus
• 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.
• Extensive experience designing data, reporting, and chart‑of‑accounts structures to enhance insight, decision support, and performance management.
• Strong executive presence with the ability to translate complex operational and financial concepts into clear, actionable recommendations for senior leaders.
• Proven ability to build and sustain senior client relationships, support sales and proposal efforts, and influence strategic decision‑making.