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Managing Consultant - Finance Transformation (Private Equity)

September 14, 2026

By joining our rapidly growing Business Transformation practice (and working closely with our Private Equity practice) you will serve as a trusted partner to our premiere PE-backed clients. You’ll bring your first-hand experience, unique perspectives, and functional knowledge to deliver tailored integrated solutions that help our PE-backed clients solve today's challenges and drive value creation. With support from experienced leaders and a dedicated coach, you will join a collaborative community that invites you to contribute beyond the scope of client delivery, including team development and participating in business development activities. If you enjoy business transformation and driving value creation in the fast-paced world of Private Equity, this is a unique opportunity to become part of our growing and collaborative team!

What you'll do

Serve clients within the “Office of the CFO” at private equity portfolio companies, creating a diagnostic framework and enhancing the effectiveness of the finance function.
Play a key role in identifying and assessing business obstacles within the Finance and Accounting organization; this includes executing on current state evaluations, gap analysis, requirements gathering, future state design, and implementation remediation execution across the people (organizational design/assessment/training), process, technology (financial systems) and data architecture with the support of experience leaders
Interact directly with Portfolio Company CFOs and Controllers, Operating Partners, Portfolio Support teams, Deal Teams, and our Private Equity practice to understand key initiatives in the value creation process to define scope and key priorities (which may be competing)
With help of experienced leadership, assist portfolio companies with executing scalable ‘buy-and-build’ strategies by developing and implementing repeatable integration playbooks.
Leverage knowledge of business processes such as Procure-to-Pay, Opportunity-to-Cash, Record-to-Report including Financial Close/Planning/Analysis, Recruit-to-Hire-to-Retire and Master Data Management to optimize client operations
Utilize a comprehensive approach to identify and assess business challenges within the Finance and Accounting organization
Utilize knowledge of finance tools, automation, data analytics, and cutting-edge solutions to meet client needs Assess and escalate project issues, risks, or conflicts to the project manager for prompt resolution, ensuring proactive risk management and effective project delivery
Identify integrations and efficiencies between the client's accounting systems and other tools, streamlining processes, and maximizing the effectiveness of their financial operations
Support Business Transformation projects, including system strategy, process improvement, operational performance enhancement, change management, program management, data analytics, stakeholder management, and business analysis
Effectively transition solutions back to private equity portfolio companies.
Seek opportunities to integrate additional solutions and service lines into clients to deliver full-scale transformation services aligned with client needs
Oversee project administration activities, encompassing project setup, planning, budgeting, account management, and billing, ensuring smooth project completion
Mentor team members by coaching colleagues, providing regular ongoing feedback and annual performance reviews, and helping project teams resolve complex issues
Cultivate new client relationships and deepen existing one

What You'll Bring

Experience delivering to middle-market Private Equity Sponsors and their portfolio companies
Knowledge of end-to-end Office of CFO (FP&A, Accounting, etc.)
Experience executing on end-to-end transformation services across people, process and technology
Experience in working with transactions and related integration activities
Experience delivering in high pace environments with competing priorities and multiple key stakeholders
Experience conversing with the Controllership/Accounting and FP&A teams
Experience with agile methodologies
Expertise of Microsoft Excel (e.g., macros, pivot tables, etc.) and PowerPoint
Knowledge of financial systems and data analytics and related tools (e.g., Salesforce, NetSuite, Intacct, Dynamics, Adaptive, Coupa, OneStream, Floqast, Blackline, Tableau, Alteryx, SQL) a plus
Experience mentoring and developing team members

Qualifications

Bachelor’s degree from an accredited university
6+ years of experience working in a client-facing role at a public accounting firm or equivalent consulting firm
Industry experience within the OCFO a plus
MBA, CPA, CFA, CSM a plus
Willingness to travel up to 40%; travel varies based on client preferences

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Common Interview Questions And Answers

1. HOW DO YOU PLAN YOUR DAY?

This is what this question poses: When do you focus and start working seriously? What are the hours you work optimally? Are you a night owl? A morning bird? Remote teams can be made up of people working on different shifts and around the world, so you won't necessarily be stuck in the 9-5 schedule if it's not for you...

2. HOW DO YOU USE THE DIFFERENT COMMUNICATION TOOLS IN DIFFERENT SITUATIONS?

When you're working on a remote team, there's no way to chat in the hallway between meetings or catch up on the latest project during an office carpool. Therefore, virtual communication will be absolutely essential to get your work done...

3. WHAT IS "WORKING REMOTE" REALLY FOR YOU?

Many people want to work remotely because of the flexibility it allows. You can work anywhere and at any time of the day...

4. WHAT DO YOU NEED IN YOUR PHYSICAL WORKSPACE TO SUCCEED IN YOUR WORK?

With this question, companies are looking to see what equipment they may need to provide you with and to verify how aware you are of what remote working could mean for you physically and logistically...

5. HOW DO YOU PROCESS INFORMATION?

Several years ago, I was working in a team to plan a big event. My supervisor made us all work as a team before the big day. One of our activities has been to find out how each of us processes information...

6. HOW DO YOU MANAGE THE CALENDAR AND THE PROGRAM? WHICH APPLICATIONS / SYSTEM DO YOU USE?

Or you may receive even more specific questions, such as: What's on your calendar? Do you plan blocks of time to do certain types of work? Do you have an open calendar that everyone can see?...

7. HOW DO YOU ORGANIZE FILES, LINKS, AND TABS ON YOUR COMPUTER?

Just like your schedule, how you track files and other information is very important. After all, everything is digital!...

8. HOW TO PRIORITIZE WORK?

The day I watched Marie Forleo's film separating the important from the urgent, my life changed. Not all remote jobs start fast, but most of them are...

9. HOW DO YOU PREPARE FOR A MEETING AND PREPARE A MEETING? WHAT DO YOU SEE HAPPENING DURING THE MEETING?

Just as communication is essential when working remotely, so is organization. Because you won't have those opportunities in the elevator or a casual conversation in the lunchroom, you should take advantage of the little time you have in a video or phone conference...

10. HOW DO YOU USE TECHNOLOGY ON A DAILY BASIS, IN YOUR WORK AND FOR YOUR PLEASURE?

This is a great question because it shows your comfort level with technology, which is very important for a remote worker because you will be working with technology over time...