Senior Manager, Strategy & Operations, Finance Transformation

Overview

This role provides expert accounting and financial support to buy-side clients and delivers sell-side accounting and finance advisory services during the transaction process. Responsibilities include assisting acquired entities with finance function enhancement and supporting post-close integration activities such as converting to accrual accounting, establishing the opening balance sheet, expediting month-end close, preparing reporting packages, and building out FP&A.

The organization provides strategic finance and CFO services to private equity portfolio and high-growth companies throughout the lower middle market and middle market, including partnership with founder and family-owned businesses preparing for a capital event.

Responsibilities

• Provide timely, high-quality client service that meets or exceeds client expectations.
• Lead multiple finance transformation engagements and oversee workstreams including accounting, FP&A, and/or technology, often as interim finance leadership for both buy-side post-close and sell-side preparation/diligence support.
• Address and rectify financial information gaps by implementing robust accounting processes, policies, and procedures to ensure accurate financial data generation.
• Assist with preparation of opening balance sheets and post-close purchase price adjustments.
• Understand the client’s business, recognize key performance drivers, trends, and developments, and identify performance improvement opportunities and creative solutions to complex issues.
• Own client relationships and oversee engagement economics and management of resources.
• Identify new client pursuits; develop proposals and thought leadership content; and be visible in the market.
• Lead conversations with teams, clients, and stakeholders to build trust.
• Collaborate with personnel from acquired entities and client teams to facilitate smooth engagement execution.
• Ensure all deliverables are completed on time and meet quality standards.
• Oversee engagement operations, including staff scheduling and budget management.
• Create a collaborative team environment through communication and actions.
• Coach and develop team members.
• Perform other duties within the scope of the practice.

Requirements

• 8+ years of public accounting, operational finance leadership (Controller, Director, VP Finance, CFO), and/or M&A experience—ideally having worked for and/or with PE portfolio and other high-growth companies.
• Experience transforming a finance function to be a strategic partner throughout the business (building the bridge from accounting to FP&A to strategy).
• High-level comprehension of accounting principles with the ability to effectively communicate.
• Forward-thinking interest in the intersection of finance and technology, including experience implementing BI tools and looking for opportunities to utilize AI.
• Experience hiring, developing, and leading a finance team.
• Excellent written, verbal, and presentation skills.
• Strong analytical and problem-solving ability.
• Effective time management skills.
• CPA certification is a plus, but not required.

Preferred Qualifications

• None listed.

Compensation & Benefits

• Generous time away and paid firm holidays, including the week between Christmas and New Year’s.
• Flexible work schedules.
• 16 weeks of paid maternity and adoption leave.
• 8 weeks of paid parental leave.
• 4 weeks of paid and caregiver leave (once eligible).
• Health and wellness benefits, including wellness coaching and mental health counseling.
• One-on-one professional coaching.
• Leadership and career development programs.
• Access to an experiences-focused program designed to help expand personal and professional life.

Location

• Not specified.