Senior Manager, CFO Advisory - Strategic Finance & Interim Finance Leadership

Position Overview

We are seeking an experienced finance professional to lead complex advisory engagements for private equity-backed portfolio companies. This role operates at the intersection of strategic FP&A, accounting stabilization, and systems transformation. You will frequently step in as an interim finance leader (e.g., Interim VP of Finance or Director of FP&A) during critical post-acquisition transition periods. The ideal candidate does not strictly need to be a CPA but must possess a strong foundational understanding of accounting mechanics, the month-end close process, and general ledger architecture to effectively bridge the gap between historical accounting data and forward-looking operational finance.

Act as the interim finance leader for PE-backed portfolio companies immediately following an acquisition or carve-out. Assess and stabilize the target company’s existing finance and accounting functions, identifying immediate resource, process, and data gaps. Serve as the primary liaison between the portfolio company’s operations team and the private equity sponsor.

Design and implement driver-based financial models, rolling 13-week cash flow forecasts, and annual operating plans (AOP). Develop automated, institutional-grade executive reporting packages and KPI dashboards for Board of Directors and PE sponsor reviews. Establish unit-level economics, cost-to-serve models, and margin analysis to support operational decision‑making.

Lead data hygiene initiatives to clean up messy historical accounting data, ensuring the general ledger can support advanced FP&A reporting. Drive systems transformation projects, including migrating legacy accounting software to scalable ERPs (e.g., Net Suite, Intacct) and implementing BI tools. Optimize and accelerate the month-end close process, moving clients from cash to accrual accounting where necessary.

• Experience:
  
  7+ years of progressive experience in corporate finance, FP&A, or financial advisory, with direct experience operating within or advising private equity-backed companies.
• Accounting Acumen: A strong working knowledge of GAAP, general ledger mechanics, and the accounting close process. While a CPA is not required, the ability to navigate a trial balance and resolve accounting operational bottlenecks is mandatory.
• Systems Transformation:
  Proven experience participating in or leading finance systems implementations, data migrations, or reporting automation (e.g., ERP rollouts, Power BI/Tableau integrations).
• Technical
  
  Skills:
  
  Advanced financial modeling capabilities (Excel) and high proficiency in extracting and manipulating large datasets.
• Leadership:
  Demonstrated ability to manage client engagements, lead cross‑functional teams, and communicate complex financial concepts directly to C-suite executives and private equity investors.
• Agility:
  Comfort operating in ambiguous, fast‑paced, and unstructured post‑transaction environments.

• Our shared values that foster inclusion and belonging including uncompromising integrity, collaboration, trust, and mutual respect
• The opportunity to innovate and do work that motivates and engages you
• A collaborative environment focused on enabling you to further your career growth and continuous professional development
• Competitive compensation and a total rewards package that focuses on all aspects of your wellbeing
• Flexibility to do impactful work and the time to enjoy your life outside of work
• Opportunities to connect and learn from professionals from different backgrounds and with different cultures