Senior Director / Managing Director Opportunity – PE FP&A Advisory

$350k–$400k total compensation + equity grant

I’m working with a fast-growing financial consulting firm that is continuing to scale its FP&A Advisory / Office of the CFO practice, with a key focus on Private Equity sponsors and their portfolio companies.

About the Role

This is a senior opportunity for an experienced FP&A, Strategic Finance, CFO Advisory or Finance Transformation leader who understands the pace, expectations and value creation agenda within PE-backed businesses.

Responsibilities

Advising PE sponsors, portfolio company CFOs, finance leaders and executive teams across:
FP&A transformation and finance operating model improvement
Budgeting, forecasting and long-range planning
Management reporting, KPI development and performance dashboards
Strategic finance and scenario modelling
Liquidity, cash forecasting and working capital visibility
Board, lender and investor-ready reporting
Finance transformation and performance improvement
Transaction-related support across M&A, post-close integration, refinancing and exit readiness
Value creation initiatives linked to revenue, margin, cost, cash and operational performance

Qualifications

The ideal profile will bring 10+ years’ experience across FP&A, strategic finance, CFO advisory, finance transformation or PE value creation.

Required Skills

Relevant backgrounds could include:
FP&A Advisory / Office of the CFO consulting
Strategic Finance / PE Value Creation
Finance Transformation or Performance Improvement
Corporate FP&A leadership within PE-backed portfolio companies
Interim CFO / Head of FP&A experience in sponsor-backed environments
Transaction, integration or exit-readiness finance support

Preferred Skills

Experience working with Private Equity sponsors, portfolio company CFOs, boards or lender groups would be highly relevant. Technology exposure across platforms such as Anaplan, OneStream, Workday Adaptive, Planful, Hyperion, Power BI, Tableau, Alteryx or similar tools would also be valuable.

Pay range and compensation package

Compensation: $350k–$400k total compensation + equity grant

Equal Opportunity Statement

Please reach out directly for a confidential conversation.

Neos Talent

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Senior Director – Private Equity FP&A Advisory