Are you ready to make an impact?
We are seeking a high-performing and multidimensional Manager of Strategic Finance to help drive value creation, financial discipline, investor engagement, and risk oversight at our fast-paced, PE-backed business & technology consulting firm. This high-impact role is central to informing the firm’s strategic direction — leading the development of forward-looking financial strategies including scenario-based planning, capital structure optimization, strategic investment analysis, corporate development support and enterprise valuation initiatives to accelerate value creation and drive long-term growth.
You will support the development and execution of the value creation plan, including playing a role in the firm’s investor and lender engagement. You will also play a central role in preparing for a future liquidity event (e.g., sale or recapitalization), including supporting capital structure optimization, equity story development, board communications, and due diligence processes.
Key Responsibilities
Strategic Finance & Value Creation Strategy
- Support the development of investment thesis and value creation plan aligned to firm strategy; Lead budgeting, forecasting, and long-range planning aligned value creation plans
- Build robust business cases and lead scenario-based financial modeling to guide executive decision-making across high-stakes initiatives (e.g., new market launches, platform integrations, M&A)
- Analyze profitability, pricing, SG&A, and working capital to identify margin improvement and growth levers
- Partner closely with business leaders and corporate development to vet investment opportunities with financial and strategic lens. Support M&A diligence, modeling, and post-deal integration
- Drive implementation of financial performance improvement initiatives across the business and support firm initiatives including new service lines, business expansion and new big bets
- Track, report progress against the value creation plan/strategic scorecard; recommend pivots to drive greater value creation and growth
Long-Term Planning & Valuation
- Lead annual valuation process to optimize share price
- Own development of five-year financial outlooks, supporting strategic planning, board reporting, and exit scenario analysis
- Provide valuation analysis (DCF, comparables, transaction multiples) in alignment with stakeholder expectations and market dynamics
Investor Relations & Board Support
- Build and maintain investor-facing documents (e.g., CIM, KPIs, equity story, forecast models) for a current & potential investors, potential sale, recapitalization, or refinancing
- Lead readiness initiatives such as KPI standardization, reporting automation, and data room preparation
- Support preparation and delivery of board materials, investor updates, and covenant compliance reports
- Manage communications with investors regarding equity story, business performance, strategic initiatives, and financial outlook
- Prepare executive-level insights and financial communications aligned to investor expectations
Capital Strategy & Risk Oversight
- Assist in evaluating and optimizing the firm’s capital structure, including debt refinancing, recapitalizations, or strategic funding alternatives
- Support maintaining an enterprise risk framework to identify, assess, and monitor strategic, financial, operational, and compliance risks
- Partner with business leaders to develop mitigation plans for high-priority risks (e.g., client concentration, talent risk, compliance gaps, cyber)
- Integrate risk insights into financial planning, forecasting, and board reporting
Qualifications
- 5–10 years of experience in investment banking, private equity, consulting or strategic finance in a PE-backed company
- Advanced financial modeling and business case development
- Experience preparing investor and board materials; confident interacting with executive level audiences
- Familiarity with capital structure mechanics, debt covenants, and exit processes
- Strong project management skills and ability to drive implementation of initiatives
- Deep understanding of professional services metrics (utilization, realization, contribution margin)
- Strong proficiency in Excel and financial systems; BI tools a plus (e.g., Tableau, Power BI)
- Bachelor’s degree in Finance, Accounting, Economics, or related field; MBA, CPA, or CFA a plus
Preferred Attributes
- Proven track record operating in high-growth, PE-backed environments
- Strong executive presence and ability to influence cross-functional leaders
- Comfortable working across strategy, operations, finance, and investor-facing responsibilities
- Detail-oriented, structured thinker with a high degree of ownership and urgency
- Transaction experience (e.g., M&A, recapitalization, exit prep) highly preferred
Based on pay transparency guidelines, the salary range for this role can vary based on your proximity to one of our West Monroe offices (see table below). Information on our competitive total rewards package, including our bonus structure and benefits is here. Individual salaries are determined by evaluating a variety of factors including geography, experience, skills, education, and internal equity.
Employees (and their families) are covered by medical, dental, vision, and basic life insurance. Employees are able to enroll in our company’s 401k plan, purchase shares from our employee stock ownership program and be eligible to receive annual bonuses. Employees will also receive unlimited flexible time off and ten paid holidays throughout the calendar year. Eligibility for ten weeks of paid parental leave will also be available upon hire date.
Other consultancies talk at you.
At West Monroe, we work with you.
We’re a global business and technology consulting firm passionate about creating measurable value for our clients, delivering real-world solutions.
The combination of business and technology is not new, but how we bring them together is unique. We’re fluent in both. We know that technology alone is not the answer, but how we apply it is. We rely on data to constantly adapt and solve new challenges. Actions that work today with outcomes that generate value for years to come.
At West Monroe, we zero in on the heart of the opportunity, getting to results faster and preparing people for what’s next.
You’ll feel the difference in how we work. We show up personally. We’re right there in the room with you, co-creating through the challenges. With West Monroe, collaboration isn’t a lofty promise, but a daily action. We work together with you to turn vision into clear action with lasting impact.
West Monroe is an Equal Employment Opportunity Employer
We believe in treating each employee and applicant for employment fairly and with dignity. We base our employment decisions on merit, experience, and potential, without regard to race, color, national origin, sex, sexual orientation, gender identity, marital status, age, religion, disability, veteran status, or any other characteristic prohibited by federal, state or local law. To learn more about diversity, equity and inclusion at West Monroe, visit www.westmonroe.com/inclusion. If you require a reasonable accommodation to participate in our recruiting process, please inquire by sending an email to [email protected].
Please review our current policy regarding use of generative artificial intelligence during the application process.
If you are based in California, we encourage you to read West Monroe’s Notice at Collection for California residents, provided pursuant to the California Consumer Privacy Act (CCPA) and linked here.
Top Skills
What We Do
West Monroe is a global business and technology consulting firm passionate about creating value for our clients. We co-create solutions that accelerate results now and prepare industries to tackle what’s next. We’re excited by the possibilities that technology creates. We work with our clients to deliver on the possible, building on their goals, generating fresh insights and creating inspiring outcomes.
We excel at the intersection of industry, strategy, people and technology—always driving rapid impact. Our all-in approach comes from our unique employee ownership structure. Our clients’ success is our success. From the beginning, our growth has come from putting people at the center. Fortune and USA Today consistently celebrate West Monroe as a top workplace, and we’re recognized as a leading consultancy by Forbes and Forrester.
Why Work With Us
It’s our mission to help build the next generation of leaders, and we’re committed to partnering with employees to build an experience that’s challenging, fulfilling, and filled with constant opportunities to grow, and to make a real difference.
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