Strategic Finance Manager

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