Job Details

Senior Manager, Project Financial Management

  2025-10-27     Baker Tilly US     San Francisco,CA  
Description:

Senior Manager, Project Financial Management

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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 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 provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws and regulations. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services and tax and business advisory services to its clients.

Job Description

The Senior Manager, Project Financial Management will play a key leadership role within the FP&A team, 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
  • Champion adoption of digital tools (PowerBI, AI Copilots, Alteryx, etc.)

Qualifications

  • Bachelor's degree in Finance, Economics, Accounting, Business Analytics, or related field; MBA or advanced degree preferred.
  • 8+ years of experience in financial analysis, delivery margin analytics, or cost optimization, including 3+ 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, Python
  • 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.

Compensation

The compensation range for this role is $137,340 to $260,380. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.

Equal Opportunity Statement

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.

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