Confidential Managing Director Opportunity – FP&A Advisory
I’m partnering with a fast-growing financial consulting firm that is continuing to scale its
FP&A Advisory / Office of the CFO
practice in New York.
This is a senior leadership opportunity for an experienced FP&A, strategic finance or finance transformation advisory leader who can combine
client development, executive advisory and hands-on delivery leadership .
The role will focus on advising CFOs, finance leaders, private equity sponsors and portfolio company leadership teams across:
FP&A transformation
Budgeting, forecasting and planning
Management reporting and KPI development
Strategic finance and scenario modelling
Liquidity and cash forecasting
Finance transformation and performance improvement
Transaction-related finance support across M&A, divestitures, refinancing and exit readiness
The ideal profile will bring
12–15+ years of progressive finance experience , ideally from a consulting, professional services or advisory environment, with a proven ability to build senior client relationships and generate new business.
Exposure to
private equity-backed businesses , Office of the CFO advisory, value creation, finance technology and planning tools such as Anaplan, OneStream, Workday Adaptive, Planful, Hyperion, Power BI or Tableau would be highly relevant.
This would suit a commercially minded
Director, Managing Director, Partner or senior FP&A advisory leader
looking to join a high-growth platform with strong momentum, senior visibility and the opportunity to help build a practice.
Location:
New York / Greater NYC
Model:
Hybrid
Level:
Managing Director / Partner-track
Practice:
FP&A Advisory / Office of the CFO
For a confidential conversation, please feel free to reach out directly.

Managing Director (New York)
Neos Talent, New York, NY, USA
Job type: Full Time