By joining our rapidly growing Private Equity practice you will serve as a trusted partner to our Private Equity clients and their portfolio companies. You’ll bring your first-hand experience, unique perspectives, and functional knowledge to deliver tailored integrated solutions that solve today's challenges and set the foundation for future success. With support from experienced leaders and a dedicated coach, you will join a collaborative community that invites you to contribute beyond the scope of client delivery.
In today’s competitive deal market, Private Equity is increasingly turning to operational enhancements as a driver for value creation in their investment portfolio. It is essential for Private Equity funds to have a portfolio support team, either internally or externally, to guide CFOs as they build a scalable accounting and finance function that supports the investment thesis. We are experienced operators, who serve as an extension of leading Private Equity sponsors to drive meaningful and sustainable operational changes across their portfolios.
In this role, you’ll have the opportunity to work on a variety of projects that will typically fall into one of 3 main categories: Finance Projects, Strategy Projects, and Accounting Projects. Here are a few examples:
Finance Projects:
Lead the development of KPI dashboards for PE Sponsor and management reporting
Develop, maintain, and assist clients in transitioning to a rolling 13-week cash model
Prepare budgets and forecasts with detailed assumptions and levers
Develop reporting packages to be submitted to banks on a monthly / quarterly basis
Act as a project manager for key finance initiatives using PMO tools
Assist executive leadership of portfolio companies in preparing board presentations
Serve in Interim FP&A roles with a focus on process development
Strategy Projects:
Prepare Office of the CFO (“OCFO”) strategy decks assessing people, processes, and technology within the finance function for new platform investments
Make recommendations to help the OCFO achieve the desired operating model
Financial due diligence projects (buy-side / sell-side quality-of-earnings reports)
Develop carve out financials for potential divestitures
Participate in post-closing M&A integration support and planning
Accounting Projects:
Advise on complex accounting policy adoption (ASC 606 revenue recognition, ASC 842 leases, ASC 805 business combinations, etc.) at portfolio companies
Prepare closing statement for new acquisitions
Participate in post-closing negotiations with Sellers on final closing balance sheet in accordance with the purchase agreement
Develop opening balance sheets for acquisitions in accordance with US GAAP
Serve in Interim Controller roles with a focus on process development
Contribute to developing and implementing firm-approved, AI-enabled solutions for clients, in accordance with company policies on data protection, intellectual property, and professional standards
Stay informed about emerging AI tools and techniques and collaborate with firm leadership to identify compliant opportunities to enhance client solutions and internal processes
What You'll Bring:
6+ years of experience working in a client-facing role at a public accounting firm or equivalent consulting firm with project experience in Transaction Advisory Services, Restructuring, M&A strategy, Deals, and/or FP&A, etc. or one of the following:
6+ years of experience in a corporate FP&A role managing a team and reporting to internal leadership (CEO, CFO), with exposure to M&A transactions
6+ years of experience in a corporate development function managing a team and reporting to internal or external stakeholders
6+ years of experience working in portfolio support/operations at a Private Equity firm
Experience mentoring and developing junior team members and helping project teams resolve multi-faceted issues
Comfort with AI: Demonstrated ability to responsibly explore and adopt firm-approved AI tools to enhance productivity and innovation
Continuous Learning Mindset: Openness to learning and applying emerging technologies including AI and automation in alignment with firm policies and client standards
Bachelor’s degree in accounting or finance
CPA or CA certification preferred
Experience working with Private Equity or within a highly acquisitive company
Experience mentoring and developing team members
Willingness to travel up to 40%; travel varies based on client preferences
