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:

 

Baker Tilly is seeking an accomplished and entrepreneurial Managing Director to provide strategic, commercial, and operational leadership for our OneStream consulting practice. This individual will play a critical role in driving sustainable revenue growth, strengthening client relationships, ensuring exceptional service delivery, and developing a high-performing team of consulting professionals.

The ideal candidate brings a strong combination of business development success, OneStream and enterprise performance management (EPM) expertise, executive-level client advisory experience, and proven people leadership capabilities.

As a senior member of the consulting leadership team, the Managing Director will be responsible for shaping practice strategy, expanding market opportunities, cultivating relationships within the OneStream ecosystem, and ensuring the practice delivers measurable business value to clients.

This position requires a collaborative, results-oriented leader who can balance strategic vision with operational execution and who is motivated to build and grow a differentiated consulting business.

Key Responsibilities

1. Business Development and Strategic Growth

• Develop and execute strategies to drive sustainable growth of the OneStream consulting practice, including new client acquisition, expansion of existing relationships, and development of new service offerings.
• Establish and maintain a robust pipeline of qualified opportunities, with direct accountability for individual and practice-level sales and revenue objectives.
• Lead complex sales pursuits, including executive discovery sessions, solution positioning, proposal development, commercial negotiations, and deal closure.
• Cultivate trusted relationships with CFOs, Controllers, FP&A leaders, and other senior finance executives.
• Identify opportunities to expand OneStream services across financial consolidation, planning, budgeting, forecasting, reporting, account reconciliations, and broader finance transformation.
• Collaborate with Baker Tilly's broader consulting, advisory, technology, and industry teams to develop integrated client solutions and cross-selling opportunities.
• Strengthen the firm's visibility in the OneStream marketplace through industry events, thought leadership, professional networks, and strategic relationships.
• Build and maintain productive relationships with OneStream's sales, alliance, and leadership teams to support joint business development initiatives.

2. Client Leadership and Delivery Excellence

• Provide executive oversight for a portfolio of complex OneStream implementation, optimization, and advisory engagements.
• Serve as an executive sponsor and trusted advisor for strategic clients, ensuring alignment between technology solutions and broader finance transformation objectives.
• Maintain accountability for client satisfaction, delivery quality, project profitability, and successful business outcomes.
• Partner with engagement leaders and solution architects to ensure appropriate project governance, staffing, risk management, and quality assurance.
• Proactively identify and resolve client escalations, delivery challenges, and commercial risks.
• Establish and reinforce consistent delivery methodologies, quality standards, and project management practices.
• Support the development of repeatable implementation approaches, accelerators, and intellectual property that improve efficiency and differentiate Baker Tilly in the marketplace.
• Ensure clients realize long-term value from their OneStream investments while identifying opportunities for ongoing advisory, optimization, and managed services.

3. People Leadership and Talent Development

• Build, lead, and inspire a high-performing team of OneStream consulting professionals, including Directors, Managers, solution architects, and functional and technical consultants.
• Establish clear performance expectations, accountability structures, and professional development plans.
• Recruit and retain top OneStream talent while supporting a culture of collaboration, innovation, professional growth, and client service excellence.
• Mentor emerging leaders and develop succession plans that strengthen the practice's long-term leadership capabilities.
• Collaborate with resource management and practice leaders to align staffing capacity, skill development, and hiring plans with business demand.
• Promote knowledge sharing, OneStream certifications, cross-training, and continuous improvement.
• Foster an inclusive, team-oriented environment that encourages accountability, engagement, and high performance.
• Model Baker Tilly's values and leadership expectations in interactions with clients, colleagues, and strategic partners.

4. Practice Management and Financial Performance

• Share accountability for the overall financial and operational performance of the OneStream consulting practice, including revenue, profitability, utilization, resource capacity, and operating efficiency.
• Develop and execute annual business plans, budgets, growth forecasts, and talent investment strategies.
• Monitor key performance indicators and implement actions to improve financial results and operational effectiveness.
• Balance sales pipeline, project demand, staffing capacity, and hiring investments to support profitable growth.
• Establish appropriate engagement pricing, commercial structures, and margin expectations in collaboration with firm leadership.
• Identify operational risks and opportunities for improvement across sales, delivery, staffing, and client management.
• Participate in strategic decisions regarding market expansion, service offerings, organizational structure, and investments.
• Collaborate with other practice and firm leaders to advance broader consulting business objectives.

5. OneStream Alliance and Market Leadership

• Serve as a senior representative of Baker Tilly within the OneStream partner ecosystem.
• Develop and maintain strategic relationships with OneStream sales leadership, alliance management, product specialists, and other key stakeholders.
• Collaborate on joint account planning, co-selling initiatives, marketing campaigns, and industry events.
• Maintain awareness of OneStream's product roadmap, evolving platform capabilities, and competitive positioning.
• Identify opportunities to expand the practice through emerging technologies, AI-enabled finance capabilities, and evolving client requirements.
• Represent Baker Tilly as a credible thought leader in enterprise performance management and finance transformation.

Required Qualifications

• Bachelor's degree in Accounting, Finance, Information Systems, Business Administration, or a related discipline.
• 12–15+ years of professional experience in management consulting, enterprise performance management, financial systems, or finance transformation.
• Significant experience within the OneStream ecosystem, including implementation delivery, solution advisory, and/or leadership of OneStream consulting services.
• Demonstrated success developing new business, building executive client relationships, and consistently achieving revenue or sales objectives.
• Proven ability to lead complex enterprise technology and finance transformation engagements.
• Experience managing and developing consulting teams, including senior managers and emerging practice leaders.
• Strong understanding of financial consolidation, planning, budgeting, forecasting, financial reporting, and related finance processes.
• Experience managing practice or portfolio financial performance, including revenue, profitability, utilization, and resource planning.
• Strong executive presence, communication, negotiation, and relationship-building capabilities.
• Ability to collaborate effectively across business units, service lines, and external strategic partners.
• Willingness to travel as required to support clients, business development activities, and practice leadership.

Preferred Qualifications

• Prior Director, Senior Director, Managing Director, or Practice Leader experience within a recognized OneStream consulting partner.
• Established professional relationships within the OneStream ecosystem and enterprise finance leadership community.
• Experience building or scaling a OneStream or EPM consulting practice.
• OneStream certifications or equivalent demonstrated platform expertise.
• Experience developing and launching new consulting service offerings or managed services capabilities.
• Background in accounting, financial close and consolidation, or corporate FP&A.
• Experience leading large-scale, multi-workstream, or multi-entity enterprise transformation programs.
• Demonstrated ability to develop strategic partnerships and generate alliance-sourced opportunities.
• Experience integrating EPM solutions with ERP, data management, analytics, and broader enterprise technology platforms.

Leadership Attributes

The successful candidate will demonstrate:

Entrepreneurial mindset: Identifies opportunities, takes ownership of results, and actively contributes to practice growth.

Commercial acumen: Understands how to translate market opportunities and client relationships into sustainable, profitable revenue.

Client-centric leadership: Builds trusted relationships and maintains a strong commitment to delivering measurable client outcomes.

Operational discipline: Balances strategic growth ambitions with consistent execution, financial accountability, and delivery quality.

Talent development: Invests in people, builds strong teams, and develops future leaders.

Collaborative approach: Works effectively across practice boundaries and leverages the broader capabilities of the firm.

Technical credibility: Understands OneStream and the finance transformation landscape sufficiently to guide solution strategy, challenge assumptions, and support complex client decisions.

Strategic perspective: Anticipates market trends and positions the practice for long-term competitiveness and growth.

The pay range for this position is $202,700 to $346,400. This range represents a good-faith and reasonable estimate of the compensation the firm expects to pay for this position at the time of posting. Actual compensation will depend on a variety of relevant factors, including an applicant’s skills, experience, qualifications, professional certifications, work arrangements, geographic location, and other business and organizational needs. It is not typical for an individual to be hired at or near the top of the range, and compensation decisions depend on the facts and circumstances of each case. Baker Tilly offers a compensation and benefits package to eligible employees.