Financial Consulting Manager - Finance as a Service
Core
Trusted advisor overseeing accounting operations, financial reporting, and finance function optimization for private equity-backed and high-growth companies.
Role type
Manager, Finance as a Service (FAAS)
Builds
Scalable accounting processes, financial reports, and optimized finance functions for PE portfolio companies.
Domain
Professional Services / Finance as a Service / Private Equity / Technology & Life Sciences
Deliverable
client delivery
Required skills
U.S. GAAP, monthly close processes, financial reporting, account reconciliation, managing outsourced accounting teams, project management, translating financial data into business insights
Preferred skills
CPA designation, experience with private equity portfolio companies, experience with technology/SaaS/biotech/life sciences organizations, M&A/integration experience, revenue recognition, debt arrangements, ERP implementation (NetSuite, Sage Intacct, QuickBooks Online), finance transformation projects
Technologies
NetSuite, Sage Intacct, QuickBooks Online
Responsibilities
Serve as primary client contact for PE-backed and growth-oriented companies; Manage and review monthly, quarterly, and annual close processes; Review account reconciliations, journal entries, and financial statements; Lead finance and accounting outsourcing engagements; Assist clients in designing scalable accounting processes; Advise on finance transformation initiatives including ERP implementations; Support PE portfolio companies through transactions and integrations; Coordinate with client executives, investors, lenders, and auditors; Identify and mitigate accounting and operational risks; Mentor and develop staff; Support business development efforts
Seniority
Manager, hands-on IC with team leadership