Associate Director – Finance Transformation, Private Equity
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Job Description
Associate Director focusing on finance transformation and consulting in the private equity sector. Engaging with CFOs and design scalable operating models with core finance process improvements.
Responsibilities:
- Lead finance and business transformation engagements from diagnostic through execution across people, process, technology, and data
- Build actionable, prioritized roadmaps aligned to sponsor value creation plans
- Design scalable operating models that support growth, margin expansion, and transaction readiness
- Drive improvements across core finance processes (Record-to-Report, FP&A, Order-to-Cash, Procure-to-Pay, MDM)
- Engage directly with CFOs, Controllers, Operating Partners, Portfolio Support Teams, and Deal Teams
- Translate sponsor expectations into executable initiatives with clear accountability and measurable impact
- Navigate competing priorities and high-pressure environments with confidence and clarity
- Operate comfortably in incomplete or evolving situations
- Quickly assess current state, identify root causes, and mobilize teams toward solutions while balancing strategic thinking with hands-on execution
- Leverage data, automation, modern finance systems, and firm-approved AI solutions to improve insights and efficiency
- Transition solutions to portfolio company ownership and enable long-term self-sufficiency
- Contribute to business development, thought leadership, and the growth of the Business Transformation practice
- Coach, mentor, and develop high-performing teams while supporting talent acquisition
Requirements:
- 10+ years of client-facing consulting or advisory experience
- Experience delivering transformation initiatives within the Office of the CFO
- Exposure to Private Equity sponsors and/or PE-backed portfolio companies
- Knowledge of core finance processes (R2R, P2P, O2C, FP&A, close)
- Experience in high-growth, transaction-oriented, or fast-paced environments
- Strong analytical and Excel modeling capabilities
- Experience with finance systems (e.g., NetSuite, Intacct, Dynamics, Adaptive, Coupa, OneStream, Blackline, Tableau, Alteryx, SQL, etc.)
- Comfort working in ambiguous situations with competing priorities
Benefits:
- comprehensive healthcare options, including medical, dental, and vision coverage
- flexible spending accounts
- 401(k) with company matching
- generous parental and maternity leave policies
- technology stipends
- wellness reimbursement programs
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