Manager, Private Equity Performance Improvement – CFO Services, Finance Transformation

Overview

This role is part of the Private Equity Performance Improvement (PEPI) CFO Services practice. The organization seeks a Director with deep expertise in Finance Transformation to lead complex engagements and help clients improve the effectiveness, efficiency, and performance of their finance organizations.

Work focuses on partnering with CFOs and finance leadership teams to address finance operating models, organizational effectiveness, cost optimization, process improvement, technology enablement, and management reporting. The approach is practical and execution-focused, with an emphasis on designing and implementing sustainable improvements.

Responsibilities

Client Engagement & Delivery

• 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 opportunities for improvement.
• Design and implement future-state finance operating models, organizational structures, and transformation initiatives.
• Lead initiatives involving finance process optimization, automation, digitization, financial close improvement, and management reporting enhancement.
• Develop actionable 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.
• Develop 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.

Client Relationship Management & Business Development

• Build and maintain strong 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 the development of methodologies, tools, intellectual capital, and market-facing materials.

Team Leadership & Development

• Lead, coach, and develop consulting teams, fostering collaboration, accountability, and high-quality execution.
• Provide guidance and oversight to team members while supporting their professional development.
• Manage multiple priorities and workstreams in a fast-paced, client-facing environment.
• Contribute to practice development, recruiting, and knowledge-sharing initiatives.

Requirements

• 9-11+ years of relevant consulting and/or industry experience, including significant experience in Finance Transformation.
• Demonstrated expertise in one or more of the following areas:
  • 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, and 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 variables including education, experience, skills, and geography.
• Discretionary bonus program based on factors including individual and firm performance. Please ask your recruiter for details.
• Full-time Positions and Part-time Positions Over 30 hours:
  • Healthcare plans, flexible spending and savings accounts, life, AD&D, and disability coverages at rates determined from time to time
  • 401(k)-retirement plan with a discretionary contribution, 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 days vary based on tenure and role type

Location

Offices are located throughout the US, and travel up to 80% may be required based on client and engagement needs.

Additional Information

• Equal opportunity employer.
• The organization does not accept unsolicited resumes from third-party recruiters unless engaged for a specified opening.