Director, Finance Transformation

About the role

Transforming finance for private equity-backed companies, this role serves as a strategic advisor and executor for clients within the CFO’s office. Responsibilities include diagnostics, process enhancements, platform design, and transformation program governance.

Responsibilities

• Lead finance function diagnostics: assess people, process, and technology to create recommendations and a value-creation roadmap
• Execute process enhancements across lead-to-cash, source-to-pay, record-to-report, and FP&A
• Design future state operating platforms, including organization structure, finance processes, and technology stack
• Develop implementation plans for initiatives, quantify benefits, and substantiate value
• Manage execution of plans to optimize technology and drive process automation
• Lead change management across multiple functions and workstreams
• Determine and measure ROI of improvement initiatives, implementing risk mitigation strategies
• Manage junior resources (Vice Presidents, Associates, Analysts)
• Build relationships with C-level personnel and private equity sponsors
• Drive business development activities
• Engage in internal firm initiatives to enhance client service and improve capabilities
• Travel to client sites as needed

Requirements

• Minimum 8+ years of relevant professional experience in a client-serving role at a top-tier public accounting or financial advisory firm, or a 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 managing large engagements with multiple workstreams, coordinating internal teams, and navigating client/sponsor dynamics
• Deep knowledge and experience in overseeing or driving change in business processes, especially in lead-to-cash, source-to-pay, record-to-report, FP&A, and other CFO-related functions
• Expertise in enabling financial processes with finance automation and technology deployment
• Experience performing financial and operational assessments
• Experience driving strategic finance transformations
• Understanding of the unique requirements of the private equity consulting environment
• Strong Excel and PowerPoint skills
• Client service mindset

Qualifications

• Self-starter with strong work ethic
• Team player capable of working with team members across all levels
• Leader of others, setting an example through actions
• Passionate about delivering exceptional client service
• Entrepreneurial spirit and comfort in a fluid, flat organization
• Comfortable managing projects with multiple complex workstreams while focusing on one’s own

Skills

• Financial expertise and leading practices
• Process best practices in finance functions
• Strategic finance transformations
• Private equity environment understanding

Benefits

Annual salary range: $189,000 to $225,000 USD + benefits + bonus. Compensation packages are determined by evaluating a wide array of factors unique to each candidate, including geographic location, skill set, years and depth of experience, education, certifications, cost of labor, and internal equity.

Pay

$189,000 to $225,000 USD + benefits + bonus

Schedule

Hybrid role with the flexibility to work remotely 2 days a week. Ideal candidates should be local to the desired location.