Managing Director, Office of the Chief Financial Officer (CFO)

Managing Director, Office of the Chief Financial Officer (CFO)

About the Company

Dynamic investment banking & business advisory firm

Industry

Management Consulting

Type

Privately Held, Private Equity-backed

Founded

2016

Employees

51-200

Specialties

• transaction advisory services
• transaction execution services
• office of the cfo
• performance improvement
• interim management
• investment banking
• operational turnaround
• financial restructuring
• and valuations

About the Role

The Company is seeking a Managing Director for its Office of the Chief Financial Officer (CFO) team. This senior leadership role is pivotal in shaping and scaling both controllership and strategic finance capabilities for clients. The successful candidate will be responsible for leading full-lifecycle client engagements, providing strategic and technical guidance on complex financial initiatives, and leading clients through transformation and transaction scenarios. Key responsibilities include advising on FP&A, budgeting, forecasting, and value creation strategies, as well as leading business development and client relationship efforts. The role demands a high level of expertise in financial consulting, strategic finance, and a proven track record in high-pressure, client-facing environments. Applicants for the Managing Director position at the company should have a Bachelor's degree from a top undergraduate program and at least 15 years of progressive experience in financial consulting, strategic finance, audit, banking, or performance improvement, with a focus on middle-market companies. The role requires a candidate with a strong background in leading finance and accounting functions, experience in finance transformations, and expertise in modern analytical and data-driven solutions. The ideal candidate will have a proven ability to thrive in a high-performance culture, be adept at operating at the intersection of technical accounting, financial strategy, analytics, and business development, and be committed to a team-based, collaborative work environment. Superior communication skills, attention to detail, and a track record of success in a fast-paced, client-facing role are essential.

Hiring Manager Title

OCFO Practice Line Leader

Travel Percent

Less than 10%

Functions