Managing Director - Office of the CFO
Neos Talent, New York, NY, United States
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