Associate Director – Finance Transformation (Private Equity, Industrials Industry Experience)

Overview

The organization is seeking an experienced Associate Director to lead finance transformation initiatives for private equity-backed portfolio companies. This role sits within the Business Transformation practice and works closely with the Private Equity practice to serve as a trusted advisor to portfolio company CFOs and finance leaders—modernizing the Office of the CFO and driving scalable, value-focused transformation.

Responsibilities

• Lead finance and business transformation engagements from diagnostic through execution across people, process, technology, and data
• Build actionable, prioritized roadmaps aligned to sponsor value creation plans
• Design scalable operating models that support growth, margin expansion, and transaction readiness
• Drive improvements across core finance processes (Record-to-Report, FP&A, Order-to-Cash, Procure-to-Pay, MDM)
• Engage directly with CFOs, Controllers, Operating Partners, Portfolio Support Teams, and Deal Teams
• Translate sponsor expectations into executable initiatives with clear accountability and measurable impact
• Navigate competing priorities and high-pressure environments with confidence and clarity
• Operate comfortably in incomplete or evolving situations
• Quickly assess current state, identify root causes, and mobilize teams toward solutions while balancing strategic thinking with hands-on execution
• Leverage data, automation, modern finance systems, and firm-approved AI solutions to improve insights and efficiency
• Transition solutions to portfolio company ownership and enable long-term self-sufficiency
• Contribute to business development, thought leadership, and the growth of the Business Transformation practice
• Coach, mentor, and develop high-performing teams while supporting talent acquisition

Requirements

• 10+ 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, Adaptive, Coupa, OneStream, Blackline, Tableau, Alteryx, SQL, etc.)
• Comfort working in ambiguous situations with competing priorities

Compensation & Benefits

• Comprehensive healthcare options, including medical, dental, and vision coverage
• Flexible spending accounts
• 401(k) with company matching
• Generous parental and maternity leave policies
• Technology stipends
• Wellness reimbursement programs

Equal Employment Opportunity (EEO)

The employer provides equal employment opportunities (EEO) to all employees and applicants for employment and is committed to compliance with federal, state, and local laws. The organization prohibits discrimination and harassment of any type based on protected characteristics, and it complies with pay transparency and labor laws applicable to terms and conditions of employment.