Treasury Director, OCFO Advisory

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.

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Job Description:

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. We partner with CFOs, private equity sponsors, and executive teams to design, build, and operate high-impact finance functions that drive better, faster decision-making.

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. We deliver a broad suite of services spanning interim Treasury leadership, function stand-up, carve-out support, cashflow/liquidity optimization, modernize operating models, and implement enabling technology.

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. This role is focused on ongoing Treasury, finance transformation, and value creation—not transaction execution—often working with clients post-investment.

Key Responsibilities:

Client Leadership & Delivery

Serve as a trusted advisor to CFOs, private equity sponsors, and senior executives, delivering high-impact Treasury and finance transformation engagements.

Lead complex client engagements across a broad suite of services, including:

Optimizing liquidity

Enhancing enterprise cash visibility

Strengthening controls

Modernizing treasury operating models

Bank account management and relationship management

Perform current state treasury assessments and develop future state operating models, strategic roadmaps, and business cases

Interim Treasury leadership and operational finance support

Treasury function stand-up (people, process, and technology design)

Experience optimizing payment processes and supporting centralized treasury or inhouse banking models

Understanding of global treasury structures, financial markets, and risk frameworks

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.

Practice Building & Capability Development

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.

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.

Business Development & Market Presence

Originate or expand client relationships, particularly within private equity firms and their portfolio companies, to drive new revenue and deepen existing accounts

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.

Actively participate in go-to-market strategies targeting high-growth and PE-backed companies.

Team Leadership & Talent Development

Help lead, mentor, and develop high-performing team members while fostering a culture of accountability, growth, and collaboration.

Play a key role in recruiting and building out the team, particularly as the practice scales its capabilities.

Provide technical guidance across financial modeling, Treasury processes, and client delivery.

Operate as a player-coach, balancing hands-on problem solving with team leadership and oversight.

Qualifications:

Bachelor’s degree in finance, accounting, economics, or related field; MBA or advanced degree preferred.

12 or more years of relevant experience, ideally with a mix of:

Big 4 or national accounting/consulting firm experience

Corporate Treasury or finance leadership roles

Direct experience working with private equity firms and/or PE-backed portfolio companies

CPA, CTP, CMA, CFA, or similar credentials strongly preferred.

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.

Experience with Treasury management systems

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.

Ability to travel

This is a unique opportunity to join a high-growth, entrepreneurial team within a leading firm, where you will play a direct role in shaping the strategy, offerings, and trajectory of the Office of the CFO practice. You’ll have the o