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Job description
The Opportunity
This is a senior leadership opportunity within a fast-growing, private equity–backed advisory firm focused on delivering high-impact finance and analytics solutions to middle-market clients. The firm operates in a high-performance, low-bureaucracy environment where senior leaders are expected to shape strategy, originate work, and drive measurable outcomes for clients.
The Managing Director will play a pivotal role in scaling the Office of the CFO (OCFO) offering, partnering closely with C-suite executives, private equity sponsors, and lenders across complex value-creation initiatives.
Role Overview
The Managing Director, Strategic Finance & Analytics is responsible for:
Leading and growing OCFO client engagements
Originating and selling new advisory work
Building scalable finance, FP&A, and analytics solutions
Developing and mentoring high-performing consulting teams
This role combines client delivery, business development, and firm-building in a rapidly scaling platform.
Key Responsibilities
Lead end-to-end strategic finance and analytics engagements delivering measurable value
Advise CEOs, CFOs, PE sponsors, and lenders on FP&A, budgeting, forecasting, and scenario planning
Design and implement driver-based financial models and decision-support tools
Build KPI frameworks and analytics solutions leveraging tools such as Power BI, Tableau, SQL, Python, and modern data platforms
Support clients through M&A, carve-outs, operating model transformations, and finance technology implementations
Manage multiple concurrent engagements in fast-paced, high-stakes environments
Originate and sell new engagements across sponsor and executive networks
Build, mentor, and scale teams of finance and analytics professionals
Contribute to thought leadership and service innovation within the OCFO practice
Support internal training, recruiting, and firm-building initiatives
Candidate Profile
15+ years of experience in strategic finance, FP&A, investment banking, or management consulting
Strong background advising middle-market companies, ideally in private equity–backed environments
Proven business builder with experience owning ~$4M+ in annual revenues
Deep expertise in financial modeling, forecasting, and advanced analytics
Strong bias toward technology-enabled finance transformation and automation
Confident executive presence with credibility at C-suite and sponsor level
Entrepreneurial mindset with a track record of growth and ownership
Requirements
Bachelor’s degree in Finance, Accounting, Economics, or related field
MBA, CPA, or CFA strongly preferred
Willing to work in-office four days per week and travel to client sites as required
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Worksite address
new york, NY, 10261, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.