Overview
This role supports private equity portfolio companies by serving within an “Office of the CFO” function. The work focuses on enhancing the effectiveness of finance operations, strengthening FP&A capabilities, and improving compliance-aligned reporting—particularly for Government Contracting (GovCon) investments.
As a Director, you will lead a mix of client delivery, business development, team leadership, development of junior team members, and serve as a member of the leadership team.
Responsibilities
- Serve clients within the “Office of the CFO” at private equity portfolio companies by creating diagnostic frameworks and enhancing the effectiveness of the finance function.
- Act as a subject matter expert in the Government Contracting (“GovCon”) industry vertical, working with portfolio company management and sponsors to drive:
- Financial planning
- Indirect rate strategy
- Compliance-aligned reporting across GovCon investments
- Lead the development, calculation, and operationalization of scalable wrap rate processes and planning tools across portfolio companies, ensuring alignment with DCAA requirements and contract pricing strategies. This may include:
- Building and refining indirect rate structures, provisional billing rates, and rate variance analyses to support accurate job costing and profitability tracking
- Developing and optimizing planning and reporting tools tailored to cost-plus, T&M, and FFP contracts
- Supporting bid/proposal pricing, including rate build-ups, should-cost analyses, and competitive positioning for new business capture
- Develop and maintain relationships with portfolio company representatives and private equity sponsors; collaborate with internal teams to scope, clarify, and deliver excellent client service.
- Identify new growth and shared revenue opportunities and collaborate with leadership to expand the FP&A capability offering.
- Oversee end-to-end delivery of FP&A engagements, including scoping, staffing, client communication, and quality control.
- Provide strategic thought leadership and engagement oversight across concurrent initiatives, which may include:
- Forecasting and budgeting redesign
- Cash flow and liquidity management
- Performance reporting and KPI frameworks
- Interim FP&A support roles
- Finance function diagnostics
- Develop and enhance repeatable delivery playbooks, templates, tools, and methodologies to scale the practice.
- Identify key industry developments and trends and communicate their potential impact on clients.
- Contribute to firm-approved, AI-enabled solutions for clients in accordance with policies on data protection, intellectual property, and professional standards.
- Stay informed about emerging AI tools and techniques; collaborate with leadership to identify compliant opportunities to improve client solutions and internal processes.
- Lead through coaching by serving as a role model, coach, mentor, and liaison to the leadership team.
Requirements
- 10+ years of senior FP&A and/or consulting experience, including significant exposure to middle-market, private equity-owned businesses and GovCon.
- Experience understanding the requirements of a private equity consulting environment, including the relationship between private equity sponsors and portfolio companies.
- Experience building and mentoring high-performing FP&A teams and setting performance standards.
- Deep GovCon industry experience, ideally in the middle-market; ability to serve as an FP&A generalist on select engagements outside the industry.
- Ability to bridge technical FP&A skills with hands-on knowledge of DCAA/DCMA compliance, cost accounting standards, and government contract economics.
- Demonstrated experience developing, implementing, and operationalizing wrap rates and indirect rate structures for government contractors.
- Strong working knowledge of FAR, DFARS, CAS, and DCAA audit processes; incurred cost submission experience using the ICE model is strongly preferred.
- Strong understanding of cash flow dynamics, debt structures, covenant reporting, value creation plans, and exit and diligence processes.
- Advanced financial modeling skills with sound judgment to keep models practical and decision-focused.
- Strong verbal and written executive communication skills; ability to simplify complexity and drive decisions.
- Comfort operating in ambiguous, fast-moving environments with a bias toward action; ability to shift between strategic narrative and detailed analysis.
- Knowledge and proficiency in leading and implementing best practices to optimize finance functions.
- Knowledge of technology solutions within the Office of the CFO, including GovCon ERP and EPM platforms such as Deltek Costpoint, Unanet, JAMIS, and OneStream.
- Experience with data analytics tools such as Tableau, Power BI, Alteryx, Snowflake, SQL, and Python.
- Comfort with AI, including demonstrated ability to responsibly explore and adopt firm-approved AI tools to improve productivity and innovation.
- Continuous learning mindset, including openness to emerging technologies such as AI and automation in alignment with firm policies and client standards.
- Proven ability to generate leads from a network outside of existing client work.
- Experience mentoring and developing junior team members and helping project teams resolve multifaceted issues.
Qualifications
- Bachelor’s degree in accounting or finance.
- Willingness to travel up to 40% (travel varies based on client preferences).
- Preference for candidates based in the DC Metro area.
- U.S. Citizenship or Lawful Permanent Residency status (Green Card) is strongly preferred due to the nature of client engagements, which may require access to controlled unclassified information (CUI), export-controlled data, or government facilities.
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
- Preference for candidates based in the DC Metro area.
- Up to 40% travel required (varies based on client preferences).