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Manage FP&A processes in Private Equity, develop financial models, contribute to budgeting, and enhance analytical tools, while mentoring teams.

Lead FP&A, financial close, consolidation, and EPM transformations for clients. Responsibilities include operating model design, process improvement, platform selection, implementation enablement, requirements and testing, data conversion, change management, stakeholder workshops, and hands-on FP&A advisory. The role also involves team leadership, client development, recruiting, proposal writing, industry representation, and applying AI and automation to forecasting and finance processes.

Leads FP&A, financial close, consolidation, and EPM transformation engagements for CFO-level clients. Responsibilities include operating model and process design, EPM platform selection and implementation enablement, change management, business development, client relationship management, practice development, and leadership of multi-level consulting teams. The role combines strategic advisory with hands-on transformation support, including planning, forecasting, reporting, data integration, testing, reconciliation, automation, and adoption.

Lead assigned workstreams across full-lifecycle Coupa implementations (requirements, design, configuration, testing, go-live). Facilitate workshops, perform fit-gap analysis, redesign processes, manage integrations, perform data tasks, enable suppliers, document solutions, and adopt firm-approved AI tools to improve client outcomes.

As Associate Director in Financial Due Diligence Analytics, lead client engagements, manage teams, develop analytics solutions, and support business development efforts while mentoring junior staff.

Lead change management for full Coupa suite implementations: run discovery workshops, design and execute communications, training, stakeholder engagement, and adoption strategies. Mentor team members, measure success metrics, collaborate with technical teams, and support practice growth through knowledge sharing and AI-enabled solution development.

Lead end-to-end Sage Intacct implementations and phased rollouts, own solution architecture and integrations across finance processes, support sales enablement, mentor teams, contribute to marketing and AI-enabled solutions, and drive delivery excellence for a range of clients.

The role involves delivering data analytics solutions, managing client relationships, providing strategic counsel, and developing team members in a private equity analytics context.

Serve as a trusted partner to Private Equity clients, advising on accounting and finance, enhancing client solutions, and improving operational processes.

Lead finance transformation initiatives for private equity-backed portfolio companies, modernizing their finance operations and improving key processes. Engage with CFOs and other leaders to define and execute strategic plans while mentoring teams and contributing to business growth.