Manager- Finance Transformation (Private Equity)

Overview

The organization is seeking a consultant to join its Business Transformation practice, working closely with the Private Equity practice. This role serves as a trusted partner to PE-backed clients, helping define scope and priorities and delivering tailored integrated solutions that support value creation.

Responsibilities

• Serve clients within the “Office of the CFO” at private equity portfolio companies by creating a diagnostic framework and improving the effectiveness of the finance function.
• Identify and assess business obstacles within Finance and Accounting, including:
  • current state evaluations
  • gap analysis
  • requirements gathering
  • future state design
  • implementation remediation execution across people (organizational design/assessment/training), process, technology (financial systems), and data architecture, supported by experienced leaders
• Collaborate directly with Portfolio Company CFOs and Controllers, Operating Partners, Portfolio Support teams, Deal Teams, and the Private Equity practice to understand key initiatives in the value creation process and define scope and priorities (which may be competing).
• Support portfolio companies with scalable “buy-and-build” strategies by developing and implementing repeatable integration playbooks.
• Optimize client operations by applying knowledge of business processes including:
  • Procure-to-Pay
  • Opportunity-to-Cash
  • Record-to-Report, including Financial Close/Planning/Analysis
  • Recruit-to-Hire-to-Retire
  • Master Data Management
• Leverage financial systems, automation, analytics, and approved 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, Adaptive, Coupa, OneStream, Blackline, Tableau, Alteryx, SQL, etc.).
• Comfort working in ambiguous situations with competing priorities.

Benefits & Compensation

Benefits include:

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

Location

Not specified in the provided description.

Equal Employment Opportunity (EEO)

The organization provides equal employment opportunities (EEO) to all employees and applicants and is committed to comply with federal, state, and local laws. It 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. Pay transparency and labor law compliance are also stated.