Tech Stack

Description

You will lead finance transformation engagements for private equity-backed portfolio companies, focusing on finance strategy, process improvements, and technology enablement. You'll manage multi-workstream programs, mentor junior team members, and help drive business development in a collaborative, entrepreneurial environment.

Requirements

• Minimum 8+ years of relevant professional experience working in a client serving role at a top-tier public accounting or financial advisory firm, and/or mix of client service and private industry experience at a senior level
• Bachelor's degree in Accounting, Finance or related field; MBA is a plus
• Proven experience successfully managing large engagements with multiple workstreams and coordinating internal teams
• Deep knowledge and experience in overseeing or driving change in business processes including lead-to-cash, source-to-pay, record-to-report, FP&A
• A strong and up-to-date knowledge of process best practices related to professionalization of the finance function
• Extensive expertise in design and implementation of strategies, processes and technology which increase effectiveness, reduce costs and improve enterprise value
• Experience enabling financial processes with finance automation and technology deployment
• Experience performing financial and operational assessments
• Experience driving strategic finance transformations
• Experience working in a private equity environment
• Strong Excel and PowerPoint skills
• Strong client service mindset
• Self-starter with a strong work ethic
• Strong team player
• Leader of others; leads by example
• Excited to be part of a growing team
• Able to effectively communicate complex issues and solutions
• Passionate about delivering exceptional client service
• Full of entrepreneurial spirit and comfortable in a fluid, flat organization
• Willing to get hands dirty in details while seeing the whole picture
• Comfortable managing projects with multiple complex workstreams

Responsibilities

• Lead finance function diagnostics: assessing an organization’s people, process and technology to come up with recommendations and a value-creation roadmap
• Design and execute process enhancements across lead-to-cash, source-to-pay, record-to-report, and FP&A
• Design future state operating platforms (organization structure, finance processes, technology stack)
• Develop implementation plans for initiatives on a strategic roadmap, supported by quantified benefits/value and qualitative substantiation
• Manage execution of plans to optimize technology, drive process automation (within ERPs or leveraging bespoke technologies and AI)
• Set up and drive transformation program governance to support multi-workstream engagements
• Lead change management across multiple functions and workstreams
• Determine and measure the ROI of improvement initiatives, putting in place risk mitigation strategies
• Bring deep financial expertise and leading practices to engagements
• Manage multi-workstream transformation programs at a single client, or manage multiple smaller projects at different clients
• Manage junior resources (Vice Presidents, Associates, or Analysts)
• Interact and build relationships with C-level personnel at portfolio companies and private equity sponsors
• Assist in growing the firm by identifying and driving business development activities
• Take a lead role on internal firm initiatives to enhance capabilities