serve as a trusted partner to our Private Equity clients and their portfolio companies
bring your first-hand experience, unique perspectives, and functional knowledge to deliver tailored integrated solutions
support operational enhancements as a driver for value creation in their investment portfolio
guide CFOs as they build a scalable accounting and finance function that supports the investment thesis
act as a project manager for key finance initiatives using PMO tools
develop KPI dashboards for PE Sponsor and management reporting
prepare budgets and forecasts

6+ years of experience working in a client-facing role at a public accounting firm or equivalent consulting firm with project experience in Transaction Advisory Services, Restructuring, M&A strategy, Deals, and/or FP&A, etc. or one of the following:
6+ years of experience in a corporate FP&A role managing a team and reporting to internal leadership (CEO, CFO), with exposure to M&A transactions
6+ years of experience in a corporate development function managing a team and reporting to internal or external stakeholders
6+ years of experience working in portfolio support/operations at a Private Equity firm
Experience mentoring and developing junior team members and helping project teams resolve multi-faceted issues
Comfort with AI: Demonstrated ability to responsibly explore and adopt firm-approved AI tools to enhance productivity and innovation
Continuous Learning Mindset: Openness to learning and applying emerging technologies including AI and automation in alignment with firm policies and client standards
Bachelor’s degree in accounting or finance
CPA or CA certification preferred
Experience working with Private Equity or within a highly acquisitive company
Experience mentoring and developing team members
Willingness to travel up to 40%; travel varies based on client preferences

comprehensive healthcare options, including medical, dental, and vision coverage
flexible spending accounts
a 401(k) with company matching
generous parental and maternity leave policies
technology stipends
wellness reimbursement programs

Manager – Private Equity Advisory

Key skills