Key skills
Leadership
About this role
Role Overview
- Develop collaborative, lasting relationships with private equity clients and portfolio company management teams
- Receive hands-on support from firm leadership and exposure to a wide variety of clients, industries, and engagement types
- Gain experience across multiple areas of accounting and finance, building both technical and operational expertise
- Work in an environment that values flexibility, accountability, and consistent high-quality execution
- Execute on accounting and finance workstreams within a structured engagement model
- Serve as a primary day-to-day contact for client stakeholders within your assigned scope
- Support engagement leadership in planning, coordination, and delivery of key outputs
- Contribute to client discussions and presentations, including status updates
- Identify risks, challenges, or delays within assigned workstreams and proactively communicate to engagement leadership with appropriate context
Requirements
- Bachelor’s degree required
- 5 years of experience in related field
- 3 years of supervisory experience
- Must have and preserve required licenses
- Ability to manage all aspects of client engagements
- Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
- Proficient use of applicable technology
- Must be able to travel based on client and business needs
Benefits
- market-competitive compensation with a strong and consistent track record of bonus payouts tied to performance and practice results
- Promotions are merit-based and driven by demonstrated ability, client and business impact, and consistency.
- We place significant emphasis on flexibility and sustainability, ensuring our team members can perform at a high level while maintaining balance outside of work, including a reduced travel schedule compared to industry norms.