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

Overview

This role is for a Director, Private Equity Performance Improvement – CFO Services (Finance Transformation). The position supports private equity clients in improving the effectiveness, efficiency, and performance of their finance organizations through structured finance transformation work.

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 improvement opportunities.
• 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 enhancements.
• 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.
• Create 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 professional development.
• Manage multiple priorities and workstreams in a fast-paced, client-facing environment.
• Contribute to practice development, recruiting, and knowledge-sharing initiatives.

Requirements

Required

• 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

• 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 education, experience, skills, and geography.
• Discretionary bonus program based on a number of factors, including individual and firm performance (details available upon request).

Benefits (for regular employees working 30+ hours/week)

• Healthcare plans, flexible spending and savings accounts, life, AD&D, and disability coverages (rates determined from time to time)
• 401(k) retirement plan, including discretionary contribution to the 401(k) (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 throughout the US (role supports clients as needed, including up to 80% travel).

Additional Information

• Full-time positions and part-time positions over 30 hours.
• Equal opportunity employer.
• Unsolicited resumes from third-party recruiters are not accepted unless engaged for a specified opening.