CareerPlan

Manager, Private Equity Performance Improvement - CFO Services, Finance Transformation

Charlotte, NC, USFull-time2026-11-05 → 2026-11-09

Core

Lead Finance Transformation engagements to improve the effectiveness, efficiency, and performance of client finance organizations, serving CFOs and finance leadership teams.

Role type

Senior IC finance transformation manager (consulting)

Builds

Finance operating models, organizational structures, transformation roadmaps, and implementation plans for private equity portfolio companies.

Domain

Consulting / Finance Transformation / Private Equity

Required skills

Finance transformation strategy, Finance operating model design, Finance cost reduction, Process improvement, Intelligent automation, Financial close optimization, GBS/Shared Services strategy, Record-to-Report processes, Order-to-Cash processes, Procure-to-Pay processes, Treasury management, Financial Planning & Analysis, Business case development, Executive presentation skills

Preferred skills

Experience with finance systems enabling automation

Responsibilities

Lead Finance Transformation engagements and workstreams, Assess current-state finance organizations and processes, Design and implement future-state finance operating models, Lead initiatives involving finance process optimization and digitization, Develop actionable transformation roadmaps and implementation plans, Manage engagement execution and workstream coordination, Build and maintain relationships with CFOs and finance executives, Lead, coach, and develop consulting teams