From the beginning, our goal was to establish an advisory firm that stands apart from the rest – one that is grounded in our Core Values and dedicated to creating a positive experience not just for our clients, but for our people too. We firmly believe in the strength of collaboration, enthusiasm, generosity, and perseverance as the driving forces behind our success. With advisory solutions spanning accounting and risk, technology-enabled transformation, and transactions, we partner with our clients to solve today’s challenges and deliver present and future value.

Our commitment to our people has earned us numerous awards including Inc5000's Fastest Growing Companies and Glassdoor's Best Places to Work. Explore what our employees have to say about our unique culture by clicking  here.

As a key leader in our Business Transformation practice you will lead finance transformation and operational improvement initiatives at clients in PE-backed Portfolio Companies, cultivate client relationships, develop thought leadership, and execute the go-to-market strategy of the firm. You will use process and technology capabilities, internal control design experience and operational knowledge to provide program/project management expertise to support our clients through designing and implementing complex finance/accounting change initiatives.

·         Provide leadership over client finance and/or accounting functions to include: accounting and operational process improvements, redesign and integration of financial systems, improving financial close management, system strategy/selection

·         Design, enhance and advise on best practices for accounting processes and controls across different functional areas including order-to-cash, procure-to-pay, record-to-report, financial reporting and FP&A

·         Provide guidance developing target operating models and assist managing change in accordingly  

·         Assist clients navigating complex corporate transactions (e.g., acquisition integrations, divestitures/ carve-outs, public company readiness, etc.) 

·         Identify pain points and improvements in key process areas, including controls, and support efforts to implement solutions

·         Improve processes and controls by way of optimization and/or automation

·         Expertise across the complete lifecycle of projects, from concept through execution and ongoing operations

·         Assist with system and people integrations and identifying efficiencies between the client’s accounting systems and other tools

 

Leadership

·         Account Management: maintain strong relationships, understand clients’ business, and ensure quality of deliverables and satisfaction on engagements.

·         Coaching and Development: provide coaching and training for team leveraging their skills and the firm’s people first culture.

·         Recruiting and Retention: actively attract, interview, hire and retain top talent

·         Thought Leadership: share technical expertise including case studies, white papers, learning materials, panel participation

·         Business Development: pursue prospective clients including using existing relationships to generate new opportunities, foster culture of growth and BD mindset, act as a thought leader in the market, provide client delivery or sector expertise in pursuits

What You’ll Bring:

·         15+ years of relevant experience working at Private Equity backed or pre-IPO companies including prior experience as a controller or equivalent in technology, consumer products, and/or life sciences

·         Expertise in the following areas but not limited to: finance transformation, system implementation, operations improvement, business process improvement, acquisition and divestiture implementation in the commercial industry

·         Prior experience in professional services (public accounting or advisory firm)

·         Experience with Finance Operating Model design, Close Management, Financial Reporting, Integrations, IPO readiness, and Internal Controls

·         ERP system experience in Workday, Oracle, SAP, Netsuite or Intacct

·         Experience with technologies used in the CFO suite- ERP systems (ex. Workday, Oracle, SAP, Netsuite, Intaact) and other systems used to manage FP&A, Close Automation, P2P, and Consolidation

·         Proven leader who fosters an environment of collaboration and excellence

Education:

·         Bachelor’s degree in Accounting, Business, Finance or other technical discipline

·         CPA, CISA, CFE, CPA, PMP