Manager - Finance Transformation (Private Equity) - Remote

Overview

This role involves serving clients within the “Office of the CFO” at private equity portfolio companies, enhancing the effectiveness of the finance function and delivering transformation initiatives.

In Short

• Serve clients within the “Office of the CFO” at private equity portfolio companies.
• Create a diagnostic framework for enhancing finance function effectiveness.
• Identify and assess business obstacles within Finance and Accounting organizations.
• Interact with Portfolio Company CFOs and Controllers to define scope and priorities.
• Assist portfolio companies with scalable ‘buy-and-build’ strategies.
• Leverage knowledge of core finance processes to optimize client operations.
• Utilize financial systems, automation, analytics, and AI tools.
• Identify integration opportunities between accounting systems and adjacent platforms.
• Support responsible adoption of emerging technologies.

Requirements

• 8+ years of client-facing consulting or advisory experience.
• Experience delivering transformation initiatives within the Office of the CFO.
• Exposure to Private Equity sponsors and/or PE-backed portfolio companies.
• Knowledge of core finance processes (R2R, P2P, O2C, FP&A, close).
• Experience in high-growth, transaction-oriented, or fast-paced environments.
• Strong analytical and Excel modeling capabilities.
• Experience with finance systems (e.g., NetSuite, Intacct, Dynamics).
• Comfort working in ambiguous situations with competing priorities.

Benefits

• Award-winning workplace culture.
• Opportunities for professional growth and development.
• Collaboration with experienced leaders.
• Engagement in impactful advisory solutions.