Managing Director Office of the CFO
Share
Job Location:
New York City, NY - USA
Monthly Salary:
Not Disclosed
Posted on:
5 hours ago
Vacancies:
1 Vacancy
Job Summary
Job Description
Managing Director Office of the CFO (Strategic Finance Advisory)
Confidential Advisory Firm Private EquityBacked Consulting
The Opportunity
This is a senior leadership opportunity within a fast-growing private equitybacked advisory firm focused on delivering high-impact finance and analytics solutions to middle-market clients. The firm operates in a high-performance low-bureaucracy environment where senior leaders are expected to shape strategy originate work and drive measurable outcomes for clients.
The Managing Director will play a pivotal role in scaling the Office of the CFO (OCFO) offering partnering closely with C-suite executives private equity sponsors and lenders across complex value-creation initiatives.
Role Overview
The Managing Director Strategic Finance & Analytics is responsible for:
Leading and growing OCFO client engagements
Originating and selling new advisory work
Building scalable finance FP&A and analytics solutions
Developing and mentoring high-performing consulting teams
This role combines client delivery business development and firm-building in a rapidly scaling platform.
Key Responsibilities
Lead end-to-end strategic finance and analytics engagements delivering measurable value
Advise CEOs CFOs PE sponsors and lenders on FP&A budgeting forecasting and scenario planning
Design and implement driver-based financial models and decision-support tools
Build KPI frameworks and analytics solutions leveraging tools such as Power BI Tableau SQL Python and modern data platforms
Support clients through M&A carve-outs operating model transformations and finance technology implementations
Manage multiple concurrent engagements in fast-paced high-stakes environments
Originate and sell new engagements across sponsor and executive networks
Build mentor and scale teams of finance and analytics professionals
Contribute to thought leadership and service innovation within the OCFO practice
Support internal training recruiting and firm-building initiatives
Candidate Profile
15 years of experience in strategic finance FP&A investment banking or management consulting
Strong background advising middle-market companies ideally in private equitybacked environments
Proven business builder with experience owning $4M in annual revenues
Deep expertise in financial modeling forecasting and advanced analytics
Strong bias toward technology-enabled finance transformation and automation
Confident executive presence with credibility at C-suite and sponsor level
Entrepreneurial mindset with a track record of growth and ownership
Requirements
Bachelors degree in Finance Accounting Economics or related field
MBA CPA or CFA strongly preferred
Willing to work in-office four days per week and travel to client sites as required
New York
Chicago
Los Angeles
Boston
Philadelphia
Dallas
Houston
Atlanta
Required Experience:
Chief
Key Skills
- Business Development
- Expense Management
- Financial Acumen
- Management Experience
- Profit & Loss
- Acquisitions
- Investment Banking
- Relationship Management
- Social Media Management
- Financial Modeling
- Customer relationship management
- Leadership Experience
