From the beginning, our goal was to establish an advisory firm that stands apart from the rest – one that is grounded in our Core Values and dedicated to creating a positive experience not just for our clients, but for our people too. We firmly believe in the strength of collaboration, enthusiasm, generosity, and perseverance as the driving forces behind our success. With advisory solutions spanning accounting and risk, technology-enabled transformation, and transactions, we partner with our clients to solve today’s challenges and deliver present and future value.Our commitment to our people has earned us numerous awards including Inc5000's Fastest Growing Companies and Glassdoor's Best Places to Work. Explore what our employees have to say about our unique culture by clicking here.By joining our rapidly growing Private Equity practice you will serve as a trusted partner to our clients. You’ll bring your first-hand experience, unique perspectives, and functional knowledge to deliver tailored integrated solutions that help our clients solve today's challenges and set the foundation for future success. With support from experienced leaders and a dedicated coach, you will join a collaborative community that invites you to contribute beyond the scope of client delivery.
In today’s competitive deal market, Private Equity is increasingly turning to operational enhancements as a driver for value creation in their investment portfolio. It is essential for Private Equity funds to have a portfolio support team, either internally or externally, to guide CFOs as they build a scalable accounting and finance function that supports the investment thesis. We are experienced operators, who serve as an extension of leading Private Equity sponsors to drive meaningful and sustainable operational changes across their portfolios.
5+ years’ experience in FP&A preferably in a Private Equity backed company.
Proven ability to build trusted relationships and advance through roles by driving impact and collaborating effectively across teams and leadership.
Experience conversing with Controller group and accounting team, including fluent knowledge of the main elements and drivers of income statement, balance sheet and statement of cash flow.
Strong analytical and modeling skills with significant experience building complex financial models for analysis and forecasting, with ability to summarize key data into executive dashboards.
Advanced expertise of Microsoft Excel (e.g., macros, pivot tables, etc.) and PowerPoint.
Knowledge of data analytics and related tools (e.g., Tableau, Alteryx, SQL) and EPM tools (Adaptive, Anaplan, OneStream) a plus.
Manufacturing cost expertise: Standard costing, variance analysis (rate/volume/mix), absorption, PPV/commodity tracking (e.g., steel, resin, energy), and working-capital optimization.
Comfort with AI: Demonstrated ability to responsibly explore and adopt firm-approved AI tools to enhance productivity and innovation.
Continuous Learning Mindset: Openness to learning and applying emerging technologies including AI and automation in alignment with firm policies and client standards.
Experience mentoring and developing junior team members and helping project teams resolve multi-faceted issues.