Associate Director - Finance Transformation; Private Equity

From the beginning, our goal was to establish an advisory firm that stands apart from the rest – one that is grounded in our Core Values and dedicated to creating a positive experience not just for our clients, but for our people too. We firmly believe in the strength of collaboration, enthusiasm, generosity, and perseverance as the driving forces behind our success.

With advisory solutions spanning accounting and risk, technology-enabled transformation, and transactions, we partner with our clients to solve today’s challenges and deliver present and future value.

Our commitment to our people has earned us numerous awards including Inc
5000's Fastest Growing Companies and Glassdoor's Best Places to Work. Explore what our employees have to say about our unique culture by clicking here.

By joining our rapidly growing Business Transformation practice (and working closely with our Private Equity practice) you will serve as a trusted partner to our premiere PE-backed clients. You’ll bring your first‑hand experience, unique perspectives, and functional knowledge to deliver tailored integrated solutions that help our PE‑backed clients solve today’s challenges and drive value creation. As an Associate Director, you will be responsible for a mix of client delivery, leading teams and developing junior team members, and participating in business development activities.

If you enjoy business transformation and driving value creation in the fast-paced world of Private Equity, this is a unique opportunity to become part of our growing and collaborative team!

• Serve clients within the “Office of the CFO” at private equity portfolio companies, creating a diagnostic framework and enhancing the effectiveness of the finance function.
• Oversee multi-faceted projects across finance and accounting process life cycles from current state evaluation, gap analysis, requirements gathering, future state design, and remediation execution across people (organizational design/assessment/training), process, technology (financial systems) and data architecture; interacting directly with Portfolio Company CFOs and Controllers, Operating Partners, Portfolio Support teams, Deal Teams, and our Private Equity practice.
• Identify and address obstacles within Finance and Accounting, delivering end‑to‑end transformation in the Office of the CFO, encompassing strategy, process, people, data, and technology.
• Lead client engagements, facilitate workshops, and build roadmaps of prioritized strategic initiatives to accelerate time to value.
• Execute engagements utilizing agile principles – scrums, sprints, kanban, etc.
• Assist portfolio companies with executing scalable ‘buy‑and‑build’ strategies by developing and implementing repeatable integration playbooks.
• Conduct thorough reviews of clients' current finance and accounting processes and defining future state through process optimization, technology enablement and organizational build/enhancement.
• Leverage expertise in leading business processes (e.g., Procure‑to‑Pay, Opportunity‑to‑Cash, “Order to Cash”, Record‑to‑Report including Financial Planning/Analysis and Close, Recruit‑to‑Hire‑to‑Retire and Master Data Management) and cross‑functional dependencies to implement best practices and provide value‑added insights.
• Utilize knowledge of finance tools, automation, data analytics, and cutting‑edge solutions to meet client needs.
• Support Business Transformation projects, including system strategy, process improvement, operational performance enhancement, change management, program management, data analytics, stakeholder management, and business analysis.
• Effectively transition solutions back to private equity portfolio companies.
• Develop and maintain relationships with portfolio…