About this role
By joining our rapidly growing Private Equity practice, you will serve as a trusted partner to private equity sponsors, portfolio company executives, and CFOs executing acquisition and buy-and-build strategies.
You will bring first-hand Finance leadership experience, unique perspectives, and functional expertise to deliver tailored solutions that accelerate value creation and support successful post-close integration outcomes.
As an Associate Director, you will be responsible for a mix of client delivery, team leadership, and developing junior team members. You will also participate in account management and business development activities.
What You'll Do
Finance & Office of the CFO
- Own the Finance workstream on post-close integrations.
- Lead integration across all functional areas, including Financial Reporting, Controllership, FP&A, and Treasury.
- Support or lead Finance tech-stack integration and system rationalization initiatives.
- Advise CFOs and Finance leadership on operating model design, organizational structure, reporting processes, and integration priorities.
- Establish integrated management reporting and KPI frameworks to support executive decision-making, board reporting, and sponsor oversight.
- Lead synergy identification, value capture tracking, EBITDA improvement initiatives, and variance reporting.
Integration Work
- Lead complex integration engagements, translating the sponsor's investment thesis into executable Finance integration roadmaps.
- Drive Integration Management Office (IMO) governance, reporting, and program management and holistic IMO oversight.
- Drive Day 1 readiness planning and post-close execution across Finance and cross-functional stakeholders.
- Own C-suite and sponsor communication on integration progress.
- Contribute to developing and implementing firm-approved AI-enabled solutions for clients and collaborate with firm leadership to identify compliant opportunities to enhance client and internal outcomes.
Client Leadership & Business Development
- Build new client relationships, deepen existing ones, and support leadership in go-to-market efforts and proposal creation.
- Oversee client accounts, including work plans, staffing, timelines, budgets, and delivery quality.
- Play a key role in talent development, including mentoring and coaching junior team members.
- Attract, interview, hire, and retain top talent
What You'll Bring
- 8+ years of experience in management consulting, M&A integration, Finance transformation, CFO advisory, or in-house Finance leadership at a PE-backed company.
- Demonstrated experience leading Finance workstreams for post-close integrations in consulting firms, advisory practices, or PE-backed environments.
- Strong understanding of Finance functions, including Financial Reporting, Controllership, FP&A, Treasury, and the finance tech stack.
- Experience partnering with CFOs, Controllers, and executive leadership teams to execute strategic integration initiatives.
- Proven ability to develop and manage integration roadmaps, governance structures, executive communications, and value capture programs.
- Experience supporting private equity sponsors and portfolio companies through acquisition integration and buy-and-build strategies.
- Track record of running large-scale integration projects to completion.
- Strong executive presence with the ability to influence decisions and build trusted advisor relationships.
- Experience mentoring and developing junior team members.
- Comfort with AI and a continuous learning mindset: demonstrated ability to responsibly adopt firm-approved AI tools and openness to emerging technologies in alignment with firm policies.
Qualifications
- Bachelor's degree in Business, Economics, Finance, Accounting, Economics, or related field.
- CPA, CFA or CA credential strongly preferred.
- Willingness to travel to client sites as needed — hybrid delivery model.
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