Director
Core
Lead strategic finance engagements for private equity-backed companies to enhance performance visibility, planning, and value creation.
Role type
Senior IC Director (Strategic Finance)
Builds
Financial reporting packages, budget plans, forecasting tools, and consolidated finance functions for portfolio companies.
Domain
Private Equity / Strategic Finance / FP&A
Required skills
Financial modeling, corporate valuation, financial reporting, budgeting, forecasting, ERP implementation, data aggregation, process design, stakeholder management, team leadership
Preferred skills
MBA, FP&A experience in operating companies, PowerBI/PowerQuery expertise, transactional finance experience
Technologies
Excel, PowerBI, PowerQuery, PowerPivot, ERPs
Responsibilities
Design structured data aggregation processes and reporting cadences; lead comprehensive budget planning and forecasting initiatives; consolidate finance functions across acquired businesses; implement ERP solutions and build analytical tools; mentor FP&A teams and train them on new processes.
Seniority
Senior, hands-on IC with management responsibilities