Director – Private Equity Advisory

Role Overview

• Serve clients within the “Office of the CFO” at private equity portfolio companies, creating a diagnostic framework and enhancing the effectiveness of the finance function
• Own stakeholder relationships at portfolio company to scope, clarify, and deliver superior client service
• Identify new growth and shared revenue opportunities, collaborating with sales leadership to originate new business, grow existing relationships and increase bookings
• Liaise with buy-side due diligence teams (M&A, outside counsel) to ensure a smooth transition to post-closing period
• Assist with various complex PE-driven initiatives, including post-closing net working capital settlement, purchase accounting, accounting method changes (cash to accrual)
• Provide guidance and leadership for financial reporting including P&L, Balance Sheet, and Statement of Cash Flow
• Lead client finance and/or accounting functions, including accounting and operational process improvements, consolidation and reporting, financial reporting preparation, board and management reporting, system strategy/selection (if needed), and advise on accounting policy
• Advocate on behalf of clients and represent clients' needs appropriately to leadership
• Actively participate in business development opportunities and market a full range of services to prospective clients including using existing relationships to generate new opportunities
• Identify key industry developments and trends and articulate potential impact on clients
• Lead coaching family by serving as a role model, coach, mentor, and liaison to the leadership team

Requirements

• 10+ years of experience working in a client facing role at public accounting firm, consulting firm or a combination of consulting and industry experience
• Experience addressing the unique requirements of the Private Equity consulting environment
• Knowledge and proficiency in leading and implementing best practices to optimize finance and accounting functions
• Extensive experience in working with transactions and related integration activities
• In-depth knowledge of accounting standards including US GAAP and/or IFRS
• Demonstrated ability to advise on and research complex technical accounting and transaction issues
• Excellent strategic planning and operational deployment skills, with the ability to provide strategic direction to team members
• Knowledge of key technology solutions within the Office of the CFO, including ERP and EPM
• Proven ability to generate leads from a network outside of existing client work
• Experience with -OR
• significant exposure to various data analytics tools such as: Tableau, PowerBI, Alteryx, Snowflake, SQL, Python, etc.
• Experience mentoring and developing junior team members and helping project teams resolve multi-faceted issues

Tech Stack

• ERP
• Python
• SQL
• Tableau

Benefits

• 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