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

Overview

This role is for a Director in the Private Equity Performance Improvement (PEPI) CFO Services practice, focused on Finance Transformation.

The team works with CFOs and finance leadership teams to improve finance operating models, organizational effectiveness, cost optimization, process improvement, technology enablement, and management reporting. Engagements are execution-focused and designed to deliver sustainable improvements.

Responsibilities

Client Engagement & Delivery

• Lead Finance Transformation engagements and workstreams to improve finance function performance, reduce costs, enhance service delivery, and drive 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 including finance process optimization, automation, digitization, financial close improvement, and management reporting enhancement.
• 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.
• 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 by communicating findings, recommendations, risks, and progress.
• Support business development efforts, 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 to foster collaboration, accountability, and high-quality execution.
• Provide guidance and oversight while supporting team members’ 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:
  • 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 (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 education, experience, skills, and geography.
• Discretionary bonus program based on a number of factors, including individual and firm performance (ask recruiter for details).
• Full-time and part-time positions over 30 hours:
  • Healthcare plans, flexible spending and savings accounts, life, AD&D, and disability coverages (rates determined from time to time)
  • 401(k)-retirement plan, including a discretionary contribution to the 401(k) if 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

Additional Information

• Positions: Full-time and Part-time positions over 30 hours.
• Travel: Up to 80% based on client and engagement needs.

Location

• Offices throughout the US.