Director
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Job Description
Director delivering FP&A and accounting consulting solutions for private equity portfolio companies. Leading financial modeling, forecasting, reporting, and process improvement initiatives.
Responsibilities:
- Translate complex questions into data-driven analyses for informed leadership decisions
- Lead finance and accounting teams during interim roles or times of need
- Structure and guide financial modeling efforts supporting strategic recommendations
- Build collaborative relationships across portfolio companies and private equity firms
- Transform data into leadership-ready information using Excel and other data visualization tools
- Manage junior consultants and guide required deliverables
- Lead budgeting, monthly forecasting, variance analysis, and explanations
- Prepare monthly performance reports, financial analyses, and historical trend evaluations
- Improve forecasting and financial close process efficiency, accuracy, and timeliness
- Provide business intelligence using financial results and key performance indicators
- Prepare daily, weekly, and monthly operational efficiency reports
- Support process improvements, cost reduction, automation, and system upgrades
- Manage special projects and ad hoc senior-management requests, including cash flow forecasts, SKU/customer profitability, and operational reporting
Requirements:
- Bachelor’s degree in Finance, Accounting, Economics, or another quantitative field
- 8+ years of experience in Consulting, Investment Banking, Corporate Finance, Private Equity, or Public Accounting
- Advanced Excel skills and ability to produce dynamic financial models
- Thorough understanding of financial statements and three-statement modeling
- CPA or CFA designations are a plus
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