Senior Manager, CFO Advisory - Strategic Finance & Interim Finance Leadership

Overview

This role is for an experienced finance professional to lead complex advisory engagements for private equity-backed portfolio companies. The position sits at the intersection of strategic FP&A, accounting stabilization, and systems transformation.

You will often serve as an interim finance leader (e.g., Interim VP of Finance or Director of FP&A) during critical post-acquisition transition periods. While a CPA is not required, the role demands strong accounting fundamentals, including month-end close process knowledge and general ledger architecture, to bridge historical accounting data with forward-looking operational finance.

Responsibilities

Interim Finance Leadership & Post-Acquisition Integration

• Act as the interim finance leader for PE-backed portfolio companies immediately following an acquisition or carve-out.
• Assess and stabilize the target company’s existing finance and accounting functions, identifying immediate resource, process, and data gaps.
• Serve as the primary liaison between the portfolio company’s operations team and the private equity sponsor.

Strategic Finance & FP&A Architecture

• Design and implement driver-based financial models, rolling 13-week cash flow forecasts, and annual operating plans (AOP).
• Develop automated executive reporting packages and KPI dashboards for Board of Directors and PE sponsor reviews.
• Establish unit-level economics, cost-to-serve models, and margin analysis to support operational decision-making.

Accounting Operations & Systems Transformation

• Lead data hygiene initiatives to clean up messy historical accounting data, ensuring the general ledger can support advanced FP&A reporting.
• Drive systems transformation projects, including migrating legacy accounting software to scalable ERPs (e.g., NetSuite, Intacct) and implementing BI tools.
• Optimize and accelerate the month-end close process, moving clients from cash to accrual accounting where necessary.

Requirements

• 7+ years of progressive experience in corporate finance, FP&A, or financial advisory, with direct experience operating within or advising private equity-backed companies.
• Strong working knowledge of GAAP, general ledger mechanics, and the accounting close process.
• Ability to navigate a trial balance and resolve accounting operational bottlenecks.
• Proven experience participating in or leading finance systems implementations, data migrations, or reporting automation (e.g., ERP rollouts, Power BI/Tableau integrations).
• Advanced financial modeling skills (Excel) and high proficiency extracting and manipulating large datasets.
• Demonstrated ability to manage client engagements, lead cross-functional teams, and communicate complex financial concepts to C-suite executives and private equity investors.
• Comfort operating in ambiguous, fast-paced, and unstructured post-transaction environments.

Preferred Qualifications

• CPA not required.

Compensation & Benefits

• Pay range: $138,700 to $212,400.
• Total rewards package with competitive compensation and benefits, including:
  • Annual bonus
  • Medical, dental, and vision care
  • Disability and life insurance
  • Paid Time Off
  • Paid Care Leave
  • Retirement plans
  • Other programs dedicated to enhancing personal and work life

Additional Information

• Eligibility to work in the United States is required; work sponsorship will not be provided for this position.
• This role is expected to accept applications for at least five calendar days and may continue to be posted until a qualified applicant is selected or the position has been cancelled.