Baker Tilly US US | Treasury Director, OCFO Advisory

Key responsibilities

• Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.
• Join Baker Tilly as a Director in our fast-growing Financial Advisory Services team within the Office of the CFO practice.
• This is a leadership role within a rapidly scaling team focused on building a market-leading Treasury and finance transformation offering.
• Our team supports a diverse client base—from high-growth, PE-backed portfolio companies to large enterprises—across industries including consumer products, manufacturing and distribution, technology, life sciences, healthcare, media and entertainment, and professional services.
• As a Director, you will operate at the intersection of client delivery, capability building, and business development, helping shape the future of our practice while serving as a trusted advisor to senior finance leaders.
• Serve as a trusted advisor to CFOs, private equity sponsors, and senior executives, delivering high-impact Treasury and finance transformation engagements.
• Perform current state treasury assessments and develop future state operating models, strategic roadmaps, and business cases.
• Support private equity-backed portfolio companies through value creation initiatives, including performance improvement, cash flow optimization, and finance infrastructure build-out.
• Oversee engagement execution, ensuring quality, timeliness, and profitability across multiple concurrent projects.
• Develop and standardize methodologies, tools, and accelerators (e.g., forecasting frameworks, reporting templates, dashboard solutions).
• Collaborate across service lines (e.g., transaction advisory, tax, audit, consulting) to deliver integrated, cross-functional solutions.
• Lead proposal development and deal shaping, including scoping, pricing, and positioning of services.
• Contribute to thought leadership, client presentations and market-facing content to enhance the firm’s brand in Treasury and finance transformation.
• Provide technical guidance across financial modeling, Treasury processes, and client delivery.
• You’ll have the opportunity to build something meaningful, work closely with firm leadership, and position yourself for continued advancement toward Principal.
• Enhancing enterprise cash visibility
• Modernizing treasury operating models 
• Help define, build, and scale Baker Tilly’s Treasury and Office of the CFO capabilities, expanding beyond traditional strategic finance into a comprehensive, end-to-end offering.
• Originate or expand client relationships, particularly within private equity firms and their portfolio companies, to drive new revenue and deepen existing accounts
• Help lead, mentor, and develop high-performing team members while fostering a culture of accountability, growth, and collaboration.
• Operate as a player-coach, balancing hands-on problem solving with team leadership and oversight.

Requirements

• Experience optimizing payment processes and supporting centralized treasury or inhouse banking models.
• Understanding of global treasury structures, financial markets, and risk frameworks.
• Big 4 or national accounting/consulting firm experience.
• Direct experience working with private equity firms and/or PE-backed portfolio companies.
• Demonstrated experience leading finance transformation, Treasury build-outs, or operational finance initiatives.
• Strong understanding of private equity environments, including value creation, reporting expectations, and liquidity/cash management.
• Proven ability to lead multiple complex engagements and manage senior client relationships.
• Experience in business development, including winning new opportunities and contributing to revenue growth.
• Advanced financial modeling and analytical capabilities; strong proficiency in Excel and PowerPoint.
• Excellent communication and executive presence, with the ability to influence C-suite stakeholders.
• Strong project management and organizational skills in a fast-paced, high-growth environment.
• Familiarity with US GAAP and broader finance/accounting processes.
• Experience with Treasury management systems
• Ability to travel < 25% annually.

Baker Tilly US, LLP

The firm's roots in the United States go back to 1931, when it began as Virchow, Krause & Company, and the current partnership was organised in 1953. It joined Baker Tilly International in 1999 and took the Baker Tilly name in 2009. It has since grown through mergers with ParenteBeard in 2014 and Squar Milner in 2020, among others. Baker Tilly provides audit and assurance, tax, and advisory services, with a CPA firm handling attest work and a separate advisory group handling tax and consulting.

• Industry: Accounting, tax, assurance and advisory services, including managed accounting services
• Headquarters: Chicago, Illinois, United States (U.S. member firm of Baker Tilly International)