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Director, Finance Transformation

Chicago; Dallas; New York; San Francisco🌐 Remote💼 Full-time💰 $189,000–$189,000🗓 2026-09-03 → 2026-09-26

Core

Lead finance function diagnostics and design future-state operating platforms for PE-backed portfolio companies to drive strategic insights and value creation.

Role type

Director, Finance Transformation (Strategy & Execution)

Builds

Finance process optimization roadmaps, future-state operating platforms, and transformation programs for CFO offices.

Domain

Private Equity / Financial Consulting / Finance Transformation

Deliverable

production ML models | product features | dashboards & analysis | research | client delivery | infrastructure

Required skills

Finance strategy, process optimization (L2C, S2P, R2R, FP&A), change management, program governance, financial diagnostics, stakeholder management, business development, team leadership, financial modeling, presentation design

Preferred skills

MBA, private equity environment experience, finance automation expertise, strategic finance transformation experience

Technologies

ERPs, bespoke technologies, AI tools, Excel, PowerPoint

Responsibilities

Lead finance function diagnostics and create value-creation roadmaps; Design and execute process enhancements across key finance areas; Develop implementation plans for future-state operating platforms; Manage execution of technology and automation initiatives; Drive transformation program governance; Lead change management across multiple functions; Determine and measure ROI of improvement initiatives; Manage multi-workstream transformation programs; Mentor junior resources; Coordinate business development activities.

Seniority

Director, Senior IC with management responsibilities

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