Director of Corporate Finance

Responsibilities

• Own the company's financial planning and analysis, including annual budgets, long-range plans, and monthly/quarterly forecasts aligned to the sponsor's value creation plan
• Prepare and present board and sponsor reporting packages, including KPI dashboards, covenant compliance analysis, and variance commentary
• Manage lender relationships, including covenant tracking, compliance certificates, and periodic reporting required under credit agreements
• Partner with the CFO and sponsor deal team on capital structure decisions, including debt refinancing, add-on acquisitions, and dividend recapitalizations
• Lead financial due diligence and integration planning for M&A transactions, including post-close synergy tracking
• Develop and track value creation plans (VCPs) to drive long-term EBITDA improvement
• Support the annual audit process and coordinate with external auditors, lenders, and sponsor finance teams
• Drive process improvements and build scalable financial infrastructure to support rapid growth and exit readiness
• Develop financial models supporting scenario planning, sensitivity analysis, and strategic decision-making for the executive team

Qualifications

• 8-12 years of progressive finance experience, including experience in a private equity-backed or PE portfolio company environment
• Bachelor's degree in Finance, Accounting, or related field; MBA and/or CPA preferred
• Prior experience in investment banking, private equity, transaction advisory, or corporate development strongly preferred
• Deep understanding of credit agreements, covenant compliance, and lender reporting requirements
• Strong track record building board-ready materials and presenting to sponsors, lenders, or boards of directors
• Advanced financial modeling skills, including LBO, M&A, and scenario modeling
• Experience with add-on acquisitions, integration planning, and post-merger synergy tracking
• Proven ability to operate with high ownership in a lean, fast-moving finance organization
• Strong Excel and financial systems skills (Planful, PowerBI, Power Query, Tableau, SQL) preferred