Top Tech Jobs & Startup Jobs in Charlotte, NC

Lead finance workstreams for private equity post-close integrations, including reporting, controllership, FP&A, treasury, finance technology integration, operating model design, KPI frameworks, synergy tracking, and value capture. Manage integration governance, Day 1 readiness, executive communications, client accounts, business development, and junior team development. Partner with sponsors, CFOs, and portfolio company executives across complex acquisition and buy-and-build strategies.

Leads FP&A consulting engagements for private equity portfolio companies in the government contracting sector. Responsibilities include finance function diagnostics, forecasting and budgeting, indirect and wrap-rate strategy, DCAA-aligned reporting, contract pricing, cash flow management, KPI development, and financial modeling. The Director also oversees client delivery, business development, team leadership, mentoring, practice development, and implementation of scalable tools and methodologies.

Leads FP&A advisory engagements for private equity portfolio companies in the government contracting sector. Responsibilities include developing indirect and wrap rate structures, financial models, budgets, forecasts, pricing analyses, KPI reporting, cash flow forecasts, covenant analysis, and DCAA-aligned reporting. The role also manages client relationships, supports business development, mentors team members, and helps implement compliant AI-enabled solutions.

Serve as the strategic and operational partner to the AI and Data Transformation & Analytics Practice Leader. Own leadership cadence, strategic initiative execution, AI governance, investment oversight, FP&A partnership, pipeline and revenue enablement, communications, and change management. Coordinate cross-functional stakeholders, improve practice operations, support executive forums, and ensure accountability, financial discipline, and alignment with firmwide strategy.

Leads Salesforce business analysis for client implementations from discovery through deployment. Facilitates workshops, gathers and prioritizes requirements, creates user stories and process documentation, manages backlogs, supports integrations and QA, and serves as the liaison between technical and business stakeholders. The role also manages client relationships, mentors junior analysts, supports training and deliverables, escalates project risks, and responsibly adopts approved AI tools.

Lead finance transformation advisory engagements for private equity-backed portfolio companies. Assess finance and accounting functions, conduct gap analyses, gather requirements, design future states, and support implementation across people, processes, technology, and data. Partner with CFOs, Controllers, operating partners, and deal teams; develop buy-and-build integration playbooks; optimize core finance processes; and leverage financial systems, automation, analytics, and AI tools to drive value creation.

Serve as a client-facing Salesforce Business Analyst supporting implementation projects. Gather and document requirements, facilitate workshops, create user stories and functional specifications, manage product backlogs, define acceptance criteria, and support integrations. Collaborate with configurators, developers, project managers, and stakeholders throughout delivery. Produce process documentation, training materials, and status reports while escalating risks and issues. Apply approved AI tools responsibly to improve client solutions and internal processes.

Lead Coupa consulting engagements involving selection, transformation, implementation, configuration, integrations, testing, supplier enablement, and go-live support. Advise stakeholders across Coupa modules, architect ERP integrations using REST APIs and Talend Studio, improve processes and reduce costs, and contribute to AI-enabled solutions, recruiting, business development, and practice initiatives. Travel domestically 30%–50%.

The Associate Director of FP&A will lead client engagement for private equity portfolio companies, oversee financial management, forecasting, and team development while driving operational enhancements in finance functions.

Lead FP&A advisory for PE-backed SaaS portfolios: manage client relationships, standardize SaaS KPIs and driver-based planning, deliver board-ready reporting and cash forecasts, guide systems/tooling, oversee multiple delivery teams, embed AI tools, recruit and mentor staff, and own origination and expansion targets.