Associate Director – FP&A - Private Equity Advisory

Overview

This role supports a rapidly growing Private Equity practice as a trusted partner to clients. You will deliver integrated solutions by combining client delivery, team leadership, and mentoring, while also participating in business development activities.

Private Equity funds increasingly rely on operational enhancements to drive value creation in their investment portfolios. This position helps build and scale finance functions that support the investment thesis, including diagnostic work and implementation of financial management capabilities.

Responsibilities

• Serve clients within the “Office of the CFO” at private equity portfolio companies, creating a diagnostic framework and enhancing the effectiveness of the finance function
• Lead implementation of a financial management capability, including multi-year financial modeling and annual target-setting processes; translate strategic targets into annual and monthly operating/capital budgets and forecasts
• Prepare financial management reports comparing current actuals and year-to-date performance with prior year results, forecasts, and budgeted results; help identify and implement associated KPI reporting
• Assess current state and build or modify analytical resources, tools, models, metrics, and methodologies to improve decision-making support, including:
  • Models to calculate and assess financial covenants and operating requirements in debt agreements
  • Ongoing monitoring and modeling activities related to debt agreement matters
• Review and assist with treasury activities, including banking, investment, derivative management, debt repayment, and liquidity management; develop 13-week cash flow forecasts
• Develop and maintain relationships with portfolio company representatives and Private Equity sponsors; collaborate with internal team members to scope, clarify, and deliver excellent client service
• Contribute to developing and implementing firm-approved, AI-enabled solutions for clients in accordance with data protection, intellectual property, and professional standards policies
• Stay current on emerging AI tools and techniques and collaborate with firm leadership to identify compliant opportunities to enhance client solutions and internal processes
• Participate in business development opportunities by marketing a full range of services to prospective clients, including using existing relationships to generate new opportunities
• Mentor team members by coaching colleagues, providing regular ongoing feedback and annual performance reviews, and helping project teams resolve multi-faceted issues

Requirements

• 9+ years of corporate FP&A and/or consulting experience, with exposure to middle-market Private Equity owned businesses
• Experience addressing the unique requirements of the middle-market consulting environment, including knowledge of the relationship between private equity sponsors and their portfolio companies
• Ability to operate in ambiguous, fast-moving environments with a bias toward action over perfection; comfortable switching between strategic narrative and detailed analysis
• Demonstrated success building and developing strong client relationships
• Diverse industry experience that may include manufacturing, SaaS, healthcare, and business services (or similar)
• Experience conversing with Controllers and accounting teams; fluent knowledge of the main elements and drivers of the income statement, balance sheet, and statement of cash flows
• Strong understanding of cash flow dynamics, debt structures & covenant reporting, value creation plans, and exit and diligence processes
• Advanced financial modeling skills with judgment to keep models practical and decision-focused
• Knowledge of leading and implementing best practices to optimize finance functions
• Knowledge of key technology solutions within the Office of the CFO, including leading ERP and EPM platforms
• Experience with data analytics tools such as: Tableau, PowerBI, Alteryx, Snowflake, SQL, Python, etc.
• Advanced expertise of Microsoft Excel (e.g., macros, pivot tables, etc.) and PowerPoint
• Comfort with AI: ability to responsibly explore and adopt firm-approved AI tools to enhance productivity and innovation
• Continuous learning mindset: openness to learning and applying emerging technologies (including AI and automation) in alignment with firm policies and client standards
• Experience mentoring and developing junior team members and helping project teams resolve multi-faceted issues

Qualifications

• Bachelor’s degree in accounting or finance
• CPA or CA certification preferred
• Willingness to travel up to 40%; travel varies based on client preferences

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

Location

Travel up to 40%; travel varies based on client preferences.

Equal Employment Opportunity (EEO)

The employer provides equal employment opportunities (EEO) to all employees and applicants for employment and is committed to complying with federal, state, and local laws. The employer prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability, pregnancy, genetics, sexual orientation, veteran status, gender identity or expression, or any other protected characteristic, and complies with pay transparency and labor laws applicable to terms and conditions of employment.