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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.

The Partner will lead the IPO Advisory Services team, managing IPO processes, mentoring teams, and ensuring compliance and financial reporting for clients preparing for IPOs.

Design, develop, and document Salesforce solutions (Apex, LWC, Visualforce) and integrations; lead small developer teams; build APIs, data migrations, and test plans; ensure code quality and mentor others while evaluating and adopting AI-enabled tools.

Design, build, and maintain custom Salesforce solutions (Apex, LWC, Visualforce, SOQL/SOSL), automations, Experience Cloud sites, and REST/SOAP integrations. Troubleshoot issues, document requirements, support clients, and adopt firm-approved AI-enabled tools. Collaborate with project teams and travel to client sites as needed.

Serve as a trusted Salesforce consultant delivering configuration, administration, customization, and performance monitoring across multi-cloud Salesforce environments. Collaborate with clients and dev teams to analyze business processes, implement enhancements, troubleshoot issues, and adopt firm-approved AI-enabled solutions while ensuring data protection and best practices.

As a Private Equity Advisory Manager, you will lead finance, strategy, and accounting projects for Private Equity clients, contributing to operational enhancements in their investment portfolios.

Lead finance transformation engagements for private equity portfolio companies, delivering end-to-end Office of the CFO improvements across people, process, technology, and data; manage client relationships, run workshops, build roadmaps, use agile delivery, mentor teams, support M&A integration playbooks, and drive business development.