Digital Advisory Director
Core
Lead digital advisory and technology transformation for CFOs in private equity-backed businesses, focusing on finance systems architecture, vendor selection, and AI/automation strategy.
Role type
Senior IC Digital Advisory Director (Strategy & Delivery)
Builds
Finance technology solutions, system architectures, and transformation programmes for PE sponsors and portfolio companies
Domain
Private Equity / Finance Technology
Deliverable
product features
Required skills
Finance technology strategy, solution architecture, vendor evaluation, AI/automation advisory, programme management, stakeholder management, commercial acumen, team leadership, business development
Preferred skills
AI/automation implementation, finance software implementation partnerships, transaction technology experience, direct PE operating partner engagement
Technologies
ERP, CRM, EPM, BI, automation tooling, NetSuite, Salesforce, Anaplan
Responsibilities
Lead finance technology diagnostics across ERP, CRM, EPM, and adjacent systems; Deliver advisory on finance technology strategy and transformation; Facilitate impartial system selection and vendor evaluations; Provide perspective on AI and automation in finance; Lead technology workstreams in M&A transactions (carve-outs, integrations); Define and communicate finance systems architecture; Operate as programme-level orchestrator for complex technology transformations; Manage project budgets and engagement economics; Coach project teams towards delivery excellence; Own key client relationships and drive business development; Support practice growth in UK and Europe
