The Opportunity
This is a senior leadership opportunity within a
fast-growing, private equity–backed 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 equity–backed 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
Bachelor’s 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
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This is a senior leadership opportunity within a
fast-growing, private equity–backed 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 equity–backed 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
Bachelor’s 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
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