Director, Private Equity Performance Improvement – Finance Transformation (OPEN TO ALL US LOCATIONS)

Overview

This role is a Director position within the Private Equity Performance Improvement (PEPI) CFO Services practice, supporting finance transformation engagements for private equity portfolio companies.

Responsibilities

• Lead Finance Transformation engagements and workstreams focused on improving finance function performance, reducing costs, enhancing service delivery, and driving operational efficiency.

• Assess current-state finance organizations, processes, systems, and operating models to identify improvement opportunities.

• Design and implement future-state finance operating models, organizational structures, and transformation initiatives.

• Drive finance process optimization, automation, digitization, financial close improvement, and management reporting enhancements.

• Develop transformation roadmaps, business cases, financial analyses, and implementation plans.

• Lead Global Business Services (GBS), Shared Services, and Business Process Outsourcing (BPO) initiatives, including feasibility assessments, operating model design, implementation, and optimization.

• Produce high-quality client deliverables, facilitate alignment with senior stakeholders, and drive adoption of recommended solutions.

• Manage engagement execution, deliverable quality, project timelines, and workstream coordination.

• Build and maintain relationships with CFOs, finance executives, and other senior client stakeholders.

• Serve as a day-to-day client leader, communicating findings, recommendations, risks, and progress.

• Support business development activities, including proposal development, sales pursuits, and identification of new client opportunities.

• Contribute to development of methodologies, tools, intellectual capital, and market-facing materials.

• Lead, coach, and develop consulting teams; foster collaboration, accountability, and high-quality execution.

• Provide guidance and oversight to team members while supporting professional development.

• Manage multiple priorities and workstreams in a fast-paced, client-facing environment.

• Contribute to practice development, recruiting, and knowledge-sharing initiatives.

Requirements

• 12+ years of relevant consulting and/or industry experience, including significant experience in Finance Transformation.
• Demonstrated expertise in one or more of the following:
  • Finance transformation strategy and functional assessments
  • Finance operating model and organizational design
  • Finance cost reduction and operational efficiency
  • Process improvement, intelligent automation and digitization
  • Financial close optimization and management reporting enhancement
  • GBS, Shared Services, and BPO strategy, design, implementation, and optimization
• Strong understanding of core finance and accounting processes, including:
  • Record-to-Report (R2R)
  • Order-to-Cash (O2C)
  • Procure-to-Pay (P2P)
  • Treasury
  • Financial Planning & Analysis (FP&A)
• Experience developing financial analyses, business cases, transformation roadmaps, and executive-level presentations.
• Strong understanding of finance systems, enabling automation technologies, and leading practices across the finance function.
• Proven ability to lead project teams, manage complex workstreams, and deliver high-quality outcomes.
• Strong analytical, problem-solving, and communication skills, with the ability to translate complex findings into practical recommendations.
• Demonstrated ability to build credibility with senior client stakeholders and work effectively in a collaborative, fast-paced environment.
• Bachelor’s degree in Finance, Accounting, Business, or a related field.
• Willingness and ability to travel up to 80%, based on client and engagement needs.

Preferred Qualifications

• Prior management consulting experience, particularly in Finance Transformation, CFO advisory, or operational improvement.
• Experience leading engagements and managing day-to-day client relationships, project economics, deliverables, and multiple workstreams.
• Practical experience across the full lifecycle of GBS, Shared Services, or BPO programs, including strategy, assessment, design, build, implementation, and optimization.
• Experience working with private equity-backed companies or in complex transformation environments.
• Advanced proficiency in PowerPoint, Excel, and other relevant business analysis and presentation tools.

Compensation & Benefits

• Salary range: $200,000-$225,000 annually, dependent on several variables including but not limited to education, experience, skills, and geography.

• Discretionary bonus program available; based on a number of factors, including individual and firm performance. Ask your recruiter for details.

• Full-time and Part-time Positions Over 30 hours are available.

• Regular employees working 30 or more hours per week are entitled to fringe benefits, which may include:

  • Healthcare plans
  • Flexible spending and savings accounts
  • Life, AD&D, and disability coverages
  • 401(k)-retirement plan (with a discretionary contribution from the employer, provided eligibility requirements are met)

• Paid time off including vacation, personal days, seventy-two (72) hours of sick time (prorated for part time employees), ten federal holidays, one floating holiday, and parental leave.

• Vacation and personal day amounts vary based on tenure and role type.

Location

Offices throughout the US. Travel up to 80% may be required based on client and engagement needs.