PMO Manager - Accounting & Finance Services
Baker Tilly · Dallas, United States · 7d ago
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:
As part of Baker Tilly’s Managed Services offering, the Accounting & Finance Services (AFS) Transitions team helps new clients stabilize financial operations, establish effective governance, implement scalable processes, and prepare for successful delivery by recurring service teams.
The team leads project-based transition work across multiple functional workstreams, coordinating internal resources, client stakeholders, technology, reporting, operational readiness, and delivery milestones.
We’re seeking a Transitions Manager to lead internal PMO operations and complex client transition programs. This role is approximately 50% focused on internal operations and PMO management and 50% focused on serving as the client PMO lead for multi-workstream projects.
The Transitions Manager will establish governance, manage integrated project plans, develop operational KPIs, facilitate data capture, produce monthly reporting, and help ensure transitions are delivered successfully from kickoff through stabilization and handoff.
Who This is For
Ideal for experienced project management professionals who enjoy leading complex initiatives, working directly with clients, creating operational structure, and using data and technology to improve delivery performance.
What You’ll Do
Serve as the client-facing PMO lead for complex, multi-workstream transition projects
Lead transition programs from kickoff through operational readiness, stabilization, and handoff to recurring service teams
Manage project scope, timelines, milestones, budgets, deliverables, dependencies, risks, issues, actions, and decisions
Develop and maintain integrated project plans across client, internal, vendor, technology, and operational workstreams
Establish project governance, meeting cadences, reporting requirements, decision forums, escalation paths, and stakeholder communications
Coordinate activities across client stakeholders, internal delivery teams, functional leaders, third parties, and subject matter experts
Streamline and manage internal PMO processes, templates, standards, controls, and operating rhythms
Develop and manage operational KPIs, including performance measures, calculation methods, data sources, reporting thresholds, ownership, and accountability
Maintain reliable PMO data by capturing, consolidating, validating, and monitoring project, operational, resource, financial, and KPI information across systems
Produce monthly operational reporting, including portfolio dashboards, KPI scorecards, trend analyses, and executive-level summaries
Manage portfolio visibility, resource demand, capacity planning, staffing coordination, utilization tracking, and assignment management across transition projects
Drive consistent adoption of PMO tools, governance requirements, KPI standards, and reporting processes
Identify risks, resolve issues, escalate barriers, analyze performance trends, and drive continuous improvement across the transition portfolio
Maintain transition playbooks, lessons learned, reusable assets, and knowledge-management materials
What You Bring
Bachelor’s degree in Business, Finance, Accounting, Technology, Operations, Project Management, or a related field preferred
Five (5)+ years of experience in PMO, project management, program management, transition management, service delivery, or a related discipline
Demonstrated experience leading complex, multi-workstream projects or programs
Experience working in both internal PMO operations and client-facing project delivery environments
Experience developing operational KPIs, dashboards, management reports, trend analyses, and repeatable data-capture processes across teams, systems, or workstreams
Strong knowledge of project governance, integrated planning, risk and issue management, change control, and executive reporting
Ability to manage multiple priorities, stakeholders, dependencies, and deadlines in a matrixed environment
Strong facilitation, analytical, problem-solving, communication, executive-level presentation, and stakeholder-management skills
Experience with Jira, Salesforce, Dayshape or a comparable resource-management platform, and Workday preferred
Experience with data visualization, resource planning, financial tracking, utilization reporting, or demand forecasting preferred
Experience in managed services, professional services, consulting, outsourcing, accounting and finance operations, or technology-enabled transformation preferred
Project or service management certifications, including PMP, Scrum, SAFe, or ITIL, are preferred but not required