Strategic Finance Manager
Strategic Finance Manager
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Salary Not Disclosed
1 Vacancy
Job Description
Are you ready to make an impact
We are seeking a high-performing and multidimensional Manager of Strategic Finance to help drive value creation financial discipline investor engagement and risk oversight at our fast-paced PE-backed business & technology consulting firm. This high-impact role is central to informing the firms strategic direction leading the development of forward-looking financial strategies including scenario-based planning capital structure optimization strategic investment analysis corporate development support and enterprise valuation initiatives to accelerate value creation and drive long-term growth.
You will support the development and execution of the value creation plan including playing a role in the firms investor and lender engagement. You will also play a central role in preparing for a future liquidity event (e.g. sale or recapitalization) including supporting capital structure optimization equity story development board communications and due diligence processes.
Key Responsibilities
Strategic Finance & Value Creation Strategy
- Support the development of investment thesis and value creation plan aligned to firm strategy; Lead budgeting forecasting and long-range planning aligned value creation plans
- Build robust business cases and lead scenario-based financial modeling to guide executive decision-making across high-stakes initiatives (e.g. new market launches platform integrations M&A)
- Analyze profitability pricing SG&A and working capital to identify margin improvement and growth levers
- Partner closely with business leaders and corporate development to vet investment opportunities with financial and strategic lens. Support M&A diligence modeling and post-deal integration
- Drive implementation of financial performance improvement initiatives across the business and support firm initiatives including new service lines business expansion and new big bets
- Track report progress against the value creation plan/strategic scorecard; recommend pivots to drive greater value creation and growth
Long-Term Planning & Valuation
- Lead annual valuation process to optimize share price
- Own development of five-year financial outlooks supporting strategic planning board reporting and exit scenario analysis
- Provide valuation analysis (DCF comparables transaction multiples) in alignment with stakeholder expectations and market dynamics
Investor Relations & Board Support
- Build and maintain investor-facing documents (e.g. CIM KPIs equity story forecast models) for a current & potential investors potential sale recapitalization or refinancing
- Lead readiness initiatives such as KPI standardization reporting automation and data room preparation
- Support preparation and delivery of board materials investor updates and covenant compliance reports
- Manage communications with investors regarding equity story business performance strategic initiatives and financial outlook
- Prepare executive-level insights and financial communications aligned to investor expectations
Capital Strategy & Risk Oversight
- Assist in evaluating and optimizing the firms capital structure including debt refinancing recapitalizations or strategic funding alternatives
- Support maintaining an enterprise risk framework to identify assess and monitor strategic financial operational and compliance risks
- Partner with business leaders to develop mitigation plans for high-priority risks (e.g. client concentration talent risk compliance gaps cyber)
- Integrate risk insights into financial planning forecasting and board reporting
Qualifications
- 510 years of experience in investment banking private equity consulting or strategic finance in a PE-backed company
- Advanced financial modeling and business case development
- Experience preparing investor and board materials; confident interacting with executive level audiences
- Familiarity with capital structure mechanics debt covenants and exit processes
- Strong project management skills and ability to drive implementation of initiatives
- Deep understanding of professional services metrics (utilization realization contribution margin)
- Strong proficiency in Excel and financial systems; BI tools a plus (e.g. Tableau Power BI)
- Bachelors degree in Finance Accounting Economics or related field; MBA CPA or CFA a plus
Preferred Attributes
- Proven track record operating in high-growth PE-backed environments
- Strong executive presence and ability to influence cross-functional leaders
- Comfortable working across strategy operations finance and investor-facing responsibilities
- Detail-oriented structured thinker with a high degree of ownership and urgency
- Transaction experience (e.g. M&A recapitalization exit prep) highly preferred
Based on pay transparency guidelines the salaryrange for this role canvary based on your proximity to one of our West Monroe offices (seetable below). Information on our competitive total rewards packageincluding our bonus structure and benefits ishere. Individual salaries are determined by evaluating a variety of factors including geographyexperience skills education and internal equity.
Employees (and their families) are covered by medical dental vision and basic life insurance. Employeesare able toenroll in our companys 401k planpurchase shares from our employee stock ownership program and be eligible toreceive annual bonuses. Employees will also receive unlimited flexible time offand ten paid holidays throughout the calendar year. Eligibility for ten weeks of paid parental leave will also be available upon hire date.
Other consultancies talk at you.
At West Monroe we work with you.
Were a global business and technology consulting firm passionate about creating measurable value for our clients delivering real-world solutions.
The combination of business and technology is not new but how we bring them together is unique. Were fluent in both. We know that technology alone is not the answer but how we apply it is. We rely on data to constantly adapt and solve new challenges. Actions that work today with outcomes that generate value for years to come.
At West Monroe we zero in on the heart of the opportunity getting to results faster and preparing people for whats next.
Youll feel the difference in how we work. We show up personally. Were right there in the room with you co-creating through the challenges. With West Monroe collaboration isnt a lofty promise but a daily action. We work together with you to turn vision into clear action with lasting impact.
West Monroeis an Equal Employment Opportunity Employer
We believe in treating each employee and applicant for employment fairly and with dignity. We base our employment decisions on merit experience and potential without regard to race color national origin sex sexual orientation gender identity marital status age religion disability veteran status or any other characteristic prohibited by federal state or local law. To learn more about diversity equity and inclusion at West Monroe visit If you require a reasonable accommodation to participate in our recruiting process please inquire by sending an email to .
Please review our current policy regarding use of generative artificial intelligence during the application process.
If you are based in California we encourage you to read West Monroes Notice at Collection for California residents provided pursuant to the California Consumer Privacy Act (CCPA) and linkedhere.
Required Experience:
Manager
Employment Type
Full Time
