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Lead finance transformation initiatives for private equity-backed portfolio companies, modernizing their finance operations and improving key processes. Engage with CFOs and other leaders to define and execute strategic plans while mentoring teams and contributing to business growth.

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.

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

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.

Lead the IPO process, collaborate with advisors, ensure compliance and governance, and mentor teams while driving client relationships in IPO engagements.

In this leadership role, drive the Private Equity practice, manage client relationships, deliver high-quality consulting services, and lead business development efforts. Responsibilities include strategic initiatives, coaching teams, and ensuring client satisfaction across various financial and operational areas.