Serve as a key leader of the Private Equity practice by setting, guiding, and directing strategic initiatives
Cultivate new private equity relationship connections and expand existing client relationships
Have a solid understanding of clients’ business, and ensure quality of deliverables and satisfaction on engagements
Serve as a role model, mentor, and liaison for others; provide coaching and training opportunities for team members
Manage project teams by guiding performance against objectives, creating an atmosphere of trust and collaboration
Take an active role in attracting, interviewing, hiring and retaining top talent
Share technical expertise through various mediums such as case studies and white papers
Provide high-quality consulting services by taking ownership for delivering on technical requirements of client engagements
Partner with our clients and delivery teams, including subject matter experts across the firm, to enable, lead, and manage various deliverables
Manage client accounts, projects, and engagements, including work plans, staffing, deadlines, and budgets throughout all lifecycle
Supervise execution teams, providing senior project leadership

15-20+ years of relevant experience advising PE Sponsors and/or their portfolio investments in either due diligence, technical and/or operational accounting, reporting/FP&A, finance transformation, business process improvement, finance and accounting tech stack, and transactions (e.g. M&A, divestitures, spin-off, carve-out, IPO, etc.)
Prior experience in professional services (public accounting or advisory firm), preferably at a large, global accounting firm or with a management consulting firm
Certified Public Accountant (CPA), CA, or CFA
Demonstrated track record of establishing credibility both internally and externally
Proven leader with the ability to foster an environment of collaboration and excellence
Passionate about building, developing, motivating, and leading others
Strong attention to detail with the ability to think from a “big picture” perspective
Willingness to travel domestically up to 40%

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

Partner – Private Equity Advisory

Key skills