Senior Director

About the role

We are seeking a Senior Director to join our Strategic Finance Practice. This role can be based in our Boston, Chicago, Dallas, or New York City office locations and is a hybrid role with the flexibility to work remotely 2 days a week. Ideal candidates should be local to the desired location.

Responsibilities

• Determine data availability and reliability and design a structured process to aggregate relevant data sets that will serve as the foundation of all future reporting
• Work with the CFO, PE sponsor, and operating team to understand business drivers, verify KPIs, and establish a single source of numerical truth via monthly reporting packages
• Develop a reporting cadence and automated processes that combine sound data flows and insightful KPIs to generate monthly Board and management reporting packages
• Train the existing FP&A team to run and own process flows and forecast analysis tools
• Complete a diagnostic deep dive to identify anecdotes, root causes, and key corrective themes in the existing budgeting and forecasting processes
• Quarterback a comprehensive budget plan and process in partnership with FP&A, sales, operations, and senior leadership teams
• Build out and maintain 13-week cash flow forecasts by coordinating with the relevant departments within the company
• Leverage PowerQuery and PowerPivot for structuring, analyzing, and modeling data within Excel; despite back-end complexity, deliver reports that remain user friendly for the CFO, FP&A team, and other relevant stakeholders
• Design a singular finance function that can serve all three businesses; including headcount, budget, and specific roles and responsibilities for each member of the team
• Assist in developing highly detailed, week-by-week training plans for each team member
• Select and implement a robust ERP solution which meets the needs of the newly combined business
• Build analytical tools and create template reporting

Requirements

• Bachelor's degree in Finance, Accounting, or Economics; MBA is a plus
• Minimum 15 years of experience at a top tier private equity firm, investment bank, and/or consulting firm
• Experience in the FP&A department of an operating company and/or a track record of interacting with private equity funds and private equity-owned businesses is a plus
• High attention to detail and advanced quantitative skills, especially as it relates to financial modeling and corporate valuation
• Proven ability to leverage Excel and other tools (e.g. PowerBI) to manage, simplify, analyze, and present large and complex datasets
• Transactional finance experience, as well as an understanding of operational finance
• Prior experience preparing reports, presentations, and memos; ability to present data-driven insights in a clear, succinct, and comprehensive manner
• Strong drive and motivation, adhering to the highest professional standards in working with clients and colleagues
• Excellent interpersonal, leadership, and team management skills

Qualifications

• Excited to be part of a growing team, with a focus on driving future growth
• Passionate about delivering exceptional client service
• Knowledgeable about the relationship between private equity sponsors and their portfolio companies, particularly within the office of the CFO
• Willing to get your hands dirty in the details of a project while simultaneously seeing the whole picture
• Comfortable managing projects with multiple complex workstreams while also focused on your single workstream (you are managing and doing)
• A self-starter with a strong work ethic
• Full of entrepreneurial spirit and comfortable in a fluid, flat organization
• Able to effectively communicate complex issues and solutions, and raise issues to senior team members when necessary
• A team player, able to work with team members across all levels
• Someone who enjoys mentoring others and doing meaningful work
• A leader of others; you lead by example

Benefits

The annual salary for this role ranges from: $234,000 to $280,000 USD + benefits + bonus. Actual compensation packages are determined by evaluating a wide array of factors unique to each candidate, including but not limited to skill set, years and depth of experience, education, certifications, cost of labor and internal equity.

Schedule

This role is a hybrid role with the flexibility to work remotely 2 days a week.

Pay

The annual salary for this role ranges from: $234,000 to $280,000 USD + benefits + bonus. Actual compensation packages are determined by evaluating a wide array of factors unique to each candidate, including but not limited to skill set, years and depth of experience, education, certifications, cost of labor and internal equity.

Company

We are the better way to work in finance. As private equity’s value creation partner, we sit at the heart of PE—where sponsors and CFOs meet. Through financial consulting rooted in data, technology, and AI, we help clients drive value—supporting the office of the CFO to drive end-to-end value creation.

If you crave challenging work and are looking to grow, come solve complex issues alongside 1,600+ finance & technology experts in a supportive, collaborative environment.

We are a high-growth, entrepreneurial firm looking for people who want to be part of building something great. Come make your mark.

We are an Equal Opportunity Employer. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.