Value Creation - Managing Director

Posted 4 Days Ago
Be an Early Applicant
Hiring Remotely in United States
Remote or Hybrid
Senior level
Consulting • Financial Services
The Role
Lead and scale value creation programs for private equity clients and portfolio companies. Develop playbooks, identify EBITDA improvement opportunities, establish governance and tracking, drive accountability, produce executive dashboards and board-ready materials, support business development, and mentor junior team members.
Summary Generated by Built In

CFGI is seeking a Managing Director to help build and scale a Value Creation practice focused on private equity clients, portfolio companies, and strategic internal initiatives.

This individual will lead value creation programs, develop operational improvement playbooks, and partner closely with executive leadership to drive measurable business outcomes. The role combines strategic problem solving, operational execution, financial performance management, and executive stakeholder engagement.

Key Responsibilities:
  • Lead value creation initiatives across CFGI's private equity clients and portfolio companies.
  • Develop value creation playbooks and operational improvement frameworks.
  • Identify and prioritize EBITDA enhancement opportunities across operations, finance, commercial, and corporate functions.
  • Establish governance, initiative tracking, and performance management processes.
  • Drive accountability across initiative owners and business leaders.
  • Oversee value capture tracking, benefits realization, and financial performance reporting.
  • Develop executive-level dashboards, scorecards, and board-ready materials.
  • Facilitate executive operating reviews and steering committee meetings.
  • Support business development, proposal development, and practice-building activities.
  • Mentor junior team members and establish best-practice operating processes.
Required Qualifications:
  • Bachelor’s degree in Business, Finance, Accounting, Economics, Engineering, or related field.
  • Six plus years of experience in management consulting, value creation, transaction advisory, strategic finance, operational improvement, or related fields at a MBB firm (McKinsey, Bain, BCG)  or Big4 is required.
  • Strong project management and stakeholder management skills.
  • Advanced Excel and PowerPoint capabilities.
  • Strong financial and analytical acumen.
  • Excellent communication and executive presentation skills.
Preferred Qualifications:
  • MBA or other advanced degree.
  • Experience at a top-tier consulting firm or private equity operating environment.
  • Experience working with private equity funds and portfolio companies.
  • Experience leading operational improvement, cost optimization, or EBITDA enhancement initiatives.
  • Experience presenting to executive leadership teams, boards, or private equity investors.

Skills Required

  • Bachelor's degree in Business, Finance, Accounting, Economics, Engineering, or related field.
  • Six plus years of experience in management consulting, value creation, transaction advisory, strategic finance, operational improvement, or related fields.
  • Strong project management and stakeholder management skills.
  • Advanced Excel and PowerPoint capabilities.
  • Strong financial and analytical acumen.
  • Excellent communication and executive presentation skills.
  • MBA or other advanced degree.
  • Experience at a top-tier consulting firm or private equity operating environment.
  • Experience working with private equity funds and portfolio companies.
  • Experience leading operational improvement, cost optimization, or EBITDA enhancement initiatives.
  • Experience presenting to executive leadership teams, boards, or private equity investors.
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The Company
HQ: Boston, MA
916 Employees
Year Founded: 2000

What We Do

CFGI is a unique and highly specialized financial consulting firm that is strategically positioned to help companies through a range of routine and complex business scenarios. As an extension of your corporate finance team, CFGI works alongside your internal staff, serving in a variety of roles – from technical accounting advisor to M&A support to Controller or CFO – and delivering seamless support services. Our key areas of expertise include: » Technical Consulting » Interim Management » Corporate Tax » Private Equity Services » Valuation » Robotic Process Automation (RPA)

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