Key Project Areas Include:- Finance Transformation & Process Improvement
- Financial Planning & Analysis
- Performance Improvement and Value Creation
- Working Capital & Cash Improvement
- Controllership & Reporting
- Technology & Systems
- Surge Transaction & Transition Support
Role Expectations:- Lead the day-to-day execution of engagements across finance transformation, operational improvement, transaction readiness, and value creation
- Serve as primary day-to-day client contact for CFOs, executive leadership teams, private equity sponsors, and lender stakeholders
- Translate complex business challenges into structured analyses, actionable workplans, and executive-level recommendations
- Develop board-ready presentations, financial models, transformation roadmaps, and performance reporting models
- Identify operational and financial improvement opportunities through data-driven analysis and strategic problem solving
- Implement process improvements across finance, accounting, and operations to drive efficiency and business performance
- Manage multiple workstreams while mentoring junior team members and ensuring high quality execution
- Embrace the use of emerging technologies and AI-enabled tools to improve workflows, enhance analysis, and support innovative client solutions
- Support practice development, including recruiting, training, business development, and thought leadership initiatives
Who We Are Looking ForExperience- 6-12 years of experience in consulting, investment banking, private equity, financial or operational due diligence, finance transformation, corporate finance, operational improvement, or related advisory roles
- Experience working in both consulting and industry environments is a plus
- Exposure to PE-backed companies, private credit, or sponsor-driven environments strongly preferred
- Experience in distressed or restructuring contexts is a plus
Skills & Capabilities- Expert-level financial modeling and analysis capabilities in Excel, including 3-statement models, cash flow models, and scenario analyses
- Deep knowledge of finance and operational processes, including budgeting and forecasting, accounting close, treasury, order-to-cash, and procure-to-pay
- Ability to digest large volumes of financial and operational data and translate findings into executive-level actionable insights
- Strong command of ERP, EPM, and BI platforms and their role in finance transformation
- Proven ability to lead teams, manage client relationships, and deliver under pressure in fast-moving environments
- Executive-level written and verbal communication skills
- Self-starter who anticipates next steps and proactively solves problems
Education & Credentials- Bachelor's degree in Accounting, Finance, Economics, Business, or a related field required
- MBA or advanced degree a plus
- CPA, CFA, or equivalent credential a plus
Other- Willingness to travel to client sites as needed based on project requirements
- Must have legal authorization to work in the United States without company sponsorship
Salary Range: $125,000 to $215,000 per year.
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