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Vice President (Manager), Finance Transformation
At a Glance
- Location
- Dallas; New York; San Francisco
- Experience
- 5+ years
- Compensation
- ry for this role ranges from: $144,500 to $200,000 USD + benefits + bonus. Actua
- Posted
- 2026-05-19T12:43:43-04:00
Key Requirements
Required Skills
Domain Knowledge
- Accounting
- Automation
- Finance
Requirements
Minimum 5+ years of relevant professional experience working in a client serving role at a top-tier public accounting or financial advisory firm, and/or mix of client service and private industry experience at a senior level
Proven experience successfully leading workstreams, managing not only client dynamics but internal team dynamics as well
A strong and up-to date knowledge of finance best practices specifically related to the professionalization of the finance function
Generalist across, or subject matter expert in, financial business processes including order-to-cash, procure-to-pay, record-to-report, FP&A, as well as other functions under the CFO purview
Extensive expertise related to the design and implementation of strategies, processes and technology which increase effectiveness, reduce costs and improve profit/shareholder value
Experience enabling financial processes with finance automation and technology deployment
Responsibilities
Work closely with other team members to serve clients within the office of the CFO of private equity portfolio companies, in the areas of finance strategy and processes improvements such as:
Conduct and support finance function diagnostics: assessing an organization’s people, process and technology to come up with recommendations and a value-creation roadmap
Design and support process enhancements across the any of the following process areas: lead-to-cash, source-to-pay, record-to-report and FP&A
Design future state operating platforms (organization structure, finance processes, technology stack)
Develop implementation plans for initiatives on a strategic roadmap, supported by quantified benefits/value and qualitative substantiation
Support execution of plans to optimize technology, drive process automation (within ERPs or leveraging bespoke technologies and AI)
About the Company
We are the better way to work in finance. As private equity’s value creation partner, we sit at the heart of PE—where sponsors and CFOs meet. Through financial consulting rooted in data, technology, and AI, we help clients drive value—supporting the office of the CFO to drive end-to-end value creation.
If you crave challenging work and are looking to grow, come solve complex issues alongside 1,600+ finance & technology experts in a supportive, collaborative environment.
Backed by premier private equity firms and headquartered in New York with 11 offices around the globe, we are a high-growth, entrepreneurial firm looking for people who want to be part of building something great. Come make your mark.