Financial Consulting Manager - Finance as a Service

About the role

We are seeking an experienced Manager to join our growing Finance as a Service (FAAS) practice, supporting private equity-backed, technology, life sciences, and high-growth companies. This role is ideal for an accounting and finance professional who thrives in a client-service environment and has experience helping businesses scale their finance and accounting functions through periods of growth, transformation, acquisitions, capital raises, and operational change. The Manager will serve as a trusted advisor to clients, overseeing accounting operations, financial reporting, process transformation, and finance function optimization.

Responsibilities

• Serve as a primary client contact for private equity-backed and growth-oriented companies across the technology and life sciences sectors.
• Manage and review monthly, quarterly, and annual close processes to ensure timely and accurate financial reporting.
• Review account reconciliations, journal entries, financial statements, and supporting schedules for quality and completeness.
• Lead finance and accounting outsourcing engagements, including oversight of offshore and domestic team members.
• Assist clients in designing and implementing scalable accounting processes that support growth and operational efficiency.
• Advise clients on finance transformation initiatives, including ERP implementations, process automation, reporting enhancements, and system optimization.
• Support private equity portfolio companies through transactions, integrations, carve-outs, acquisitions, and post-close operational improvements.
• Coordinate with client executives, investors, lenders, auditors, tax advisors, and transaction teams to ensure seamless service delivery.
• Identify accounting, operational, and reporting risks and develop practical recommendations to mitigate them.
• Mentor and develop staff and senior associates while fostering a collaborative, high-performing team environment.
• Support business development efforts by strengthening client relationships, expanding existing engagements, and identifying new service opportunities.

Qualifications

• Required Bachelor's degree in Accounting, Finance, or related field.
• 6+ years of progressive accounting, finance, or advisory experience.
• Experience in public accounting, outsourced accounting, consulting, or corporate accounting environments.
• Strong knowledge of U.S. GAAP, monthly close processes, financial reporting, and account reconciliation procedures.
• Experience managing multiple client engagements and leading teams.
• Ability to translate financial data into actionable business insights for management and investors.
• Strong project management, communication, and client relationship skills.
• Experience working in fast-paced, entrepreneurial, or high-growth environments.

Preferred qualifications

• CPA designation.
• Experience supporting private equity-backed portfolio companies.
• Experience serving technology, SaaS, software, biotech, pharmaceutical, medical device, or life sciences organizations.
• Exposure to mergers and acquisitions, post-acquisition integrations, or carve-out activities.
• Exposure to revenue recognition, debt arrangements, and other technical accounting matters common among growth-stage companies.
• Exposure to budgeting, forecasting, KPI reporting, and cash flow management.
• Experience with ERP and accounting platforms including NetSuite, Sage Intacct, QuickBooks Online, or similar solutions.
• Experience leading system implementation, automation, or finance transformation projects.

Leadership & Client Service Skills

• Operate independently with minimal supervision.
• Operate as a trusted business advisor to CFOs, Controllers, finance leaders, and private equity sponsors.
• Appropriately assess challenges and risks, and escalate as appropriate.
• Demonstrate strong executive presence and the ability to communicate effectively with stakeholders at all levels.
• Balance multiple client priorities while maintaining exceptional attention to detail and service quality.
• Proactively identify business risks, operational inefficiencies, and opportunities for improvement.
• Build strong relationships with client management teams, investors, auditors, and cross-functional advisors.
• Effectively manage geographically dispersed teams, including offshore resources.
• Foster a culture of collaboration, accountability, continuous improvement, and client service excellence.
• Demonstrate an entrepreneurial mindset and contribute to the growth and expansion of the FAAS practice.

Pay

Compensation Range: $95,400 – $192,000. Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.