Financial Planning and Analysis

• Lead full-lifecycle client engagements across strategic finance, data analytics, accounting advisory, finance transformation, finance function integration and separation and interim financial leadership
• Advise executives, private equity sponsors, lenders, and management teams on critical financial initiatives including FP&A, budgeting, forecasting, scenario planning and value creation strategies
• Provide strategic and technical guidance on complex accounting standards such as ASC 606, ASC 842 and assist clients in transaction-related accounting and financial reporting matters
• Lead clients through transformation and transaction scenarios (M&A, carveouts, operating model transformation, technology implementation, business sales/acquisitions)
• Build, deploy, and maintain scalable processes, frameworks, methodologies, and analytical tools that yield step-function improvements for middle-market OCFO functions
• Design, enhance, and integrate performance indicators, dashboards and technology-driven visibility tools using analytics platforms (Power BI, Tableau, SQL, Python, etc.) across diverse datasets
• Recommend and lead implementations of ERP, financial close, consolidation, and automation systems to improve efficiency, accuracy and controls
• Oversee and manage multiple concurrent workstreams and engagements, providing technical and business advisory, and interim management, as required
• Provide coaching and mentorship to junior team members
• Lead internal trainings and best practice sharing
• Lead business development and client relationship efforts
• Lead talent acquisition and firm-building initiatives
• Contribute to a high-performing, inclusive and values-driven culture

Managing Director, Office of the CFO

Senior Financial Analyst

FP&A Manager

Senior Financial Planning and Analysis Manager

Financial Analyst

Vice President, Investments Underwriting