Associate, Commercial Excellence Business Operations

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 1,400+ finance & technology experts in a supportive, collaborative environment.

Backed by premier private equity firms and headquartered in New York with 10 offices around the globe, we are a high-growth, entrepreneurial firm looking for people who want to be part of building something great. Come make your mark.

The Commercial Excellence Associate will take point on supporting the Commercial Excellence function in conjunction with the Director and Senior Managing Director, Commercial Excellence. This position will partner with multiple levels of leadership to create, build, and implement foundational sales and business development strategies and capabilities design to meet and exceed our growth targets. With offices across the US and London, we are looking for a highly organized, commercially savvy, people-oriented leader that can help drive our commercial function.

This position must be based in our New York office and is a hybrid role with the flexibility to work remotely 2 days a week. Ideal candidates should be local to the desired location.

This position is not eligible for immigration sponsorship.

• Facilitates the development and execution of Accordions BD strategy (e.g., goals, etc.)
• In partnership with the Director and Senior Managing Director, build and execute a multi-year Commercial Excellence roadmap spanning people, processes, technology, and AI enablement.
• Works closely with Office Leaders to ensure alignment, adoption, and accountability for BD priorities across practices and markets.
• Conducts ongoing competitive and market landscape assessments to identify commercial opportunities, target accounts, and whitespace.
• Drives continuous improvement initiatives across BD processes, methodologies, and operational workflows.

• Monitors and analyzes BD performance against targets, KPIs, and strategic goals; proactively identifies trends and opportunities.
• Owns ongoing governance, quality, and optimization of Deal Cloud (CRM), including pipeline integrity, key account tracking, and relationship management activity.
• Partners with Finance and Data & Analytics to design and maintain executive-level dashboards and reporting for the C-Suite and ELT.
• Translates data insights into actionable recommendations for practice leaders and executive leadership.
• Provides leadership with forward-looking revenue and pipeline forecasting to inform strategic planning and resource allocation

• Collaborates with Marketing to develop and enhance BD collateral, messaging, pitch materials, campaigns, and tools used by MDs in the field.
• Ensures adoption of BD tools and processes across practices through coordinated engagement with Office Leaders.
• Identifies BD process gaps, inefficiencies, and modernization opportunities; leads cross-functional improvement projects.
• Partners with HR/L&D to design training curricula and coaching programs that strengthen BD capabilities within the MD/SD population.
• Works closely with IT to evaluate, implement, and integrate commercial technology, AI tools, automation, and enhancements that improve scalability and effectiveness.

• Partners directly with the Director and Senior Managing Director to pursue business development opportunities
• Helps to design and deliver tools, messages, decks, etc. to support BD efforts ‘in the field’ including proposals
• Joins ongoing key BD events in market and keeps up to date on ongoing events to engage in new opportunities to expand commercial efforts

• Manages the Commercial Operations inbox, triaging, delegating, and resolving inquiries efficiently.
• Acts as the primary point of contact for Office Leaders on administrative and operational questions…