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The Associate Director - FP&A will enhance finance functions for private equity clients, lead financial management implementations, mentor team members, and contribute to AI-enabled solutions, leveraging 9+ years of FP&A experience.

As Director FP&A, you'll lead client delivery and business development in Private Equity, overseeing finance functions and mentoring teams while driving operational enhancements and strategic initiatives.

Serve as a trusted accounting advisor for financial services clients, performing NAV calculations, fund accounting, reconciliations, financial statement preparation, and transaction processing. Analyze portfolio activity, support audits and regulatory filings, optimize finance processes and systems, and communicate recommendations to CFOs and cross-functional teams to drive operational improvements.

Lead and deliver Salesforce engagements: manage projects, staffing, budgets, and timelines; perform hands-on Salesforce configuration and solution design; guide change management; oversee testing, integrations, and go-live; mentor junior staff; prepare SOWs/change orders; and help implement firm-approved AI-enabled client solutions.

As a Senior Consultant in Financial Due Diligence, you will perform analyses on M&A transactions, collaborate with clients, and mentor junior staff.

As an Associate Director, you will lead OneStream implementations, enhance financial controls, mentor teams, drive business development, and contribute to AI solutions for clients.

Lead finance transformation engagements and practice growth: deliver technology-enabled ERP/EPM/automation/AI solutions, advise CFOs and executives, run large-scale finance process redesigns, oversee delivery quality, originate business, and develop teams and firm offerings.

Lead Salesforce implementation engagements: design, configure, and optimize multi-cloud solutions; manage projects, timelines, budgets, and teams; perform business analysis, solution design, testing, go-live, change management, and post‑launch support. Guide integrations, third‑party apps, and AI-enabled solutions while ensuring delivery quality and client relationship management.

Lead Salesforce declarative configuration and architecture across the full project lifecycle. Serve as SME for advanced Flow and platform features, mentor junior configurators, collaborate with analysts and developers, drive scalable solutions, and support client discovery, deployment, and AI-enabled initiatives.

The Manager of FP&A will enhance finance functions for private equity portfolio companies by developing budgets, forecasts, and financial reports, while mentoring team members and maintaining client relationships.