Senior Manager, CFO Advisory - Strategic Finance & Interim Finance Leadership

Job description

**This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Senior Manager, CFO Advisory - Strategic Finance & Interim Finance Leadership based in the United States.** The Senior Manager will lead complex finance advisory engagements for private equity-backed portfolio companies navigating critical periods of growth, transition, and transformation. This role sits at the intersection of strategic FP&A, accounting operations, finance leadership, and systems transformation. You will frequently step into interim finance leadership roles following acquisitions or carve-outs, helping organizations stabilize operations and build scalable finance capabilities. The position combines hands-on financial analysis with executive-level advisory, stakeholder management, and operational problem-solving. You will design sophisticated forecasting and reporting frameworks that help executives, boards, and investors make informed decisions. The role also offers the opportunity to transform finance systems, improve accounting processes, and establish stronger data foundations for long-term performance. This is an impactful opportunity for an experienced finance leader who thrives in ambiguous environments and enjoys solving complex challenges for high-growth, private equity-backed businesses. ### Accountabilities: - Serve as an interim finance leader for private equity-backed portfolio companies following acquisitions, carve-outs, or other significant business transitions. - Assess existing finance and accounting functions to identify immediate resource, process, data, and operational gaps. - Stabilize finance operations and establish practical processes that support business continuity and future scalability. - Act as a primary finance liaison between portfolio company operating teams and private equity sponsors. - Design and implement driver-based financial models, rolling 13-week cash flow forecasts, and annual operating plans. - Develop institutional-grade executive reporting packages and KPI dashboards for board and private equity sponsor reviews. - Establish unit-level economics, cost-to-serve models, margin analyses, and other financial frameworks that support operational decision-making. - Lead initiatives to improve the quality, consistency, and usability of historical accounting data. - Review and improve general ledger structures and accounting data to create a reliable foundation for FP&A and management reporting. - Lead or support finance systems transformation projects, including legacy accounting system migrations to scalable ERP platforms such as NetSuite or Intacct. - Support the implementation and integration of business intelligence tools and automated reporting solutions. - Optimize and accelerate month-end close processes and strengthen accounting operations. - Support transitions from cash to accrual accounting where required to improve financial visibility and reporting quality. - Manage client engagements and lead cross-functional teams through complex finance transformation and advisory initiatives. - Communicate financial findings, recommendations, and complex concepts directly to C-suite executives, boards, and private equity investors. - Identify opportunities to improve financial processes, systems, reporting, and decision-making throughout client engagements. ## Requirements - 7+ years of progressive experience in corporate finance, FP&A, financial advisory, or a closely related field. - Direct experience working within or advising private equity-backed companies, preferably in post-acquisition, carve-out, or transformation environments. - Strong working knowledge of GAAP, general ledger mechanics, trial balances, accounting operations, and the month-end close process. - Ability to navigate accounting data and resolve operational finance bottlenecks effectively; a CPA is not required. - Demonstrated experience participating in or leading finance systems implementations, data migrations, reporting automation, or related transformation initiatives. - Familiarity with ERP platforms such as NetSuite or Intacct and BI solutions such as Power BI or Tableau is beneficial. - Advanced financial modeling skills, particularly in Excel, with the ability to develop sophisticated forecasting and planning models. - High proficiency in extracting, manipulating, analyzing, and interpreting large datasets. - Demonstrated ability to manage client engagements and lead cross-functional teams through complex and time-sensitive initiatives. - Strong executive presence and the ability to communicate complex financial concepts clearly to C-suite leaders, boards, and private equity investors. - Excellent strategic thinking, analytical, and problem-solving capabilities. - Ability to operate effectively in ambiguous, fast-paced, and unstructured post-transaction environments. - Strong adaptability and comfort taking ownership of critical finance decisions with limited information or established processes. - Excellent collaboration, communication, and relationship-building skills. - High level of integrity, professionalism, accountability, and mutual respect. - Ability to balance strategic thinking with hands-on execution and remain actively involved in complex client work. - Eligibility to work in the United States without employer-provided work sponsorship. ## Benefits - Salary range of $138,700–$212,400 USD annually. - Competitive performance-based compensation package. - Annual bonus opportunity. - Comprehensive medical, dental, and vision coverage. - Disability and life insurance. - Generous paid time off. - Retirement plan options. - Paid Care Leave. - Additional programs designed to support employee and family financial wellbeing. - Flexible working arrangements designed to support impactful work and life outside of work. - Fully remote opportunity within the United States. - Collaborative and inclusive environment built around integrity, trust, mutual respect, and teamwork. - Opportunities for continuous professional development and career growth. - Exposure to complex strategic finance, FP&A, accounting, systems transformation, and executive advisory engagements. - Opportunities to collaborate and learn from professionals with diverse backgrounds, expertise, and experiences. - Opportunity to innovate and work on challenging projects with significant client impact.