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FP&A Managed Services Director

Job in Chicago, Cook County, Illinois, 60290, USA
Listing for: E78
Full Time position
Listed on 2026-07-14
Job specializations:
  • Finance & Banking
    Corporate Finance
Salary/Wage Range or Industry Benchmark: 200000 - 250000 USD Yearly USD 200000.00 250000.00 YEAR
Job Description & How to Apply Below

E78 is a business advisory firm uniquely positioned to serve corporate leaders and private equity sponsors across the business and investment lifecycle. We partner with the Office of the CFO, CIO, and other operating executives and private equity operating partners to help accelerate value creation by leveraging our expertise in finance, technology, and business transformation. Our mission is clear - deliver value by solving for complexity.

If you’re energized about shaping a firm that disrupts the status quo, E78 is where you belong. Here, you’re more than an employee - you’re an entrepreneur focused on creating long-term value for clients and personal wealth for yourself. We invest in our people and allow our people to invest in our firm, so they can share in the rewards of building something extraordinary.

Our partners have bold ambitions to grow to $1 billion of revenue in the next 10 years, and we’re seeking like-minded, entrepreneurially spirited people who are inspired by growth and passionate about building and winning, to join us on this exciting journey.

Joining E78 means embracing a vibrant, roll-up-your-sleeves culture where big ideas meet bold execution. You’ll collaborate with smart, dedicated professionals who prioritize the right solution over the easy one, redefining what it means to go all in for our clients and each other.

Job Description

The FP&A Director partners with private-equity backed management teams to design and execute finance strategies that drive measurable value creation. This role blends hands-on financial leadership, client advisory, and team management, serving as a trusted thought partner to CEOs, CFOs, and PE sponsors.

Directors lead complex engagements spanning FP&A transformation, operating model design, M&A integration, and performance improvement - while owning client relationships and identifying opportunities to expand and deepen accounts.

Key Responsibilities Client Partnership & Value Creation (25%)
  • Serve as a primary client contact and strategic advisor to CEOs, CFOs, and PE sponsors
  • Translate business strategy into actionable financial insights, operating cadences, and performance metrics
  • Identify opportunities to expand engagements through additional advisory, interim, or managed services offerings
  • Confidently present insights, recommendations, and tradeoffs to executive leadership and investors
  • Lead FP&A transformations including budgeting, forecasting, KPI design, and executive reporting
  • Build and review robust financial models (three-statement, cash flow, unit economics, scenario analysis)
  • Design and implement management reporting packages used in board, lender, and PE updates
  • Support capital structure analysis, earn-outs, acquisition modeling, and integration planning
Finance Transformation & Operating Model Execution (25%)
  • Lead finance transformation initiatives across:
  • FP&A optimization
  • Shared services / outsourcing strategy
  • Drive implementation—not just design—of new processes, systems, and reporting frameworks
  • Partner with client teams and third-party vendors to execute system implementations (Adaptive, Anaplan, Vena, BI tools, ERP)
Team Leadership & Delivery Management (15%)
  • Lead and mentor project teams across multiple engagements
  • Own work planning, staffing, timelines, and quality of deliverables
  • Provide coaching and feedback to Managers and Senior Associates
  • Actively contribute to recruiting and talent development efforts
Intellectual Capital & Business Development (5%)
  • Contribute to the development of E78 methodologies, tools, and thought leadership
  • Support proposal development and client pursuits with practical, experience-based insights
  • Share best practices across engagements and industry verticals
Required Qualifications:
  • Bachelor's degree in Accounting or Finance; CPA designation preferred.
  • An MBA or other relevant advanced professional qualification is highly desirable.
  • 10+ years of consulting and/or industry experience, with a focus on finance transformation, process improvement, M&A, and organizational change.
  • Deep experience in FP&A leadership, financial modeling and value creation initiatives
  • Proven ability to manage complex engagements, provide…
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