Associate Director - Private Equity Advisory (Transactions)

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{
  "lists": [
    {
      "text": "What You'll Do:",
      "content": "<li>In this role, you will have the opportunity to work on a variety of projects which typically fall into one of three categories: <i>Strategic Finance Projects, Transaction Projects, and Accounting Projects</i>.&nbsp; Here are a few examples: </li><div><br></div><div><br></div><div><b>Strategic Finance Projects:</b></div><li>Lead and oversee the development of KPI dashboards for PE Sponsor and management reporting</li><li>Guide clients or junior team members in developing a robust 13-week cash flow model </li><li>Guide clients or junior team members in preparing budgets and forecasts with detailed assumptions and levers</li><li>Lead and oversee the development of reporting packages to be submitted to banks on a monthly / quarterly basis</li><li>Act as a project manager for key finance initiatives using PMO tools</li><li>Assist executive leadership of portfolio companies in preparing board presentations</li><li>Serve in Senior interim FP&amp;A roles with a focus on process development</li><div><br></div><div><br></div><div><br></div><div><b>Transaction Projects: </b></div><li>Serve as a trusted advisor to the CFO and the PE deal team with respect to buy-side and sell-side transactions planning and execution. <i>&nbsp;</i></li><li><u><i>Buy side projects</i></u></li><li>Lead bespoke financial due diligence combined with office of the CFO diligence and recommendations for post close improvements. </li><li>Lead or guide management in planning and executing post-closing M&amp;A integration support </li><li>Guide management in conducting post-closing negotiations with Sellers on final closing balance sheet in accordance with the purchase agreement</li><li>Guide junior team members in preparing closing statement for new acquisitions</li><li>Support technical accounting team in preparing opening balance sheets for acquisitions in accordance with US GAAP</li><li><u><i>Sell side projects</i></u></li><li>Lead strategic exit readiness assessments and work with management/PE team to prepare a roadmap for successful exit</li><li>Guide management in creating financial reporting, models and KPI reporting necessary to withstand the rigors of diligence.</li><li>Guide the overall deal process; liaise with PE sponsor, lawyers, investment bankers and management to ensure deal success and adherence to timelines. </li><li>Lead or support the development of carve out financials for potential divestitures</li><li>Lead carve out execution and TSA support<b>&nbsp;</b></li><div><br></div><div><br></div><div><br></div><div><b>Accounting Projects:</b></div><li>Advise on complex accounting policy adoption (ASC 606 revenue recognition, ASC 842 leases, ASC 805 business combinations, etc.) at portfolio companies</li><li>Serve in Interim Controller roles with a focus on process development</li><li>Contribute to developing and implementing firm-approved, AI-enabled solutions for clients, in accordance with company policies on data protection, intellectual property, and professional standards</li><li>Stay informed about emerging AI tools and techniques and collaborate with firm leadership to identify compliant opportunities to enhance client solutions and internal processes </li>"
    },
    {
      "text": "What You'll Bring:",
      "content": "<li>9+ years of experience working in a client-facing role at a public accounting firm or equivalent consulting firm with project experience in Transaction Advisory Services, Restructuring, M&amp;A strategy, Deals, and/or FP&amp;A, etc. <u><b>or one of the following</b></u>: </li><li>9+ years of experience in a corporate FP&amp;A role managing a team and reporting to internal leadership (CEO, CFO), with exposure to M&amp;A transactions </li><li>9+ years of experience in a corporate development function managing a team and reporting to internal or external stakeholders</li><li>9+ years of experience working in portfolio support/operations at a Private Equity firm </li><li>Comfort with AI: Demonstrated ability to responsibly explore and adopt firm-approved AI tools to enhance productivity and innovation.</li><li>Continuous Learning Mindset: Openness to learning and applying emerging technologies including AI and automation in alignment with firm policies and client standards.</li><li>Consistent success in building and developing strong client relationships</li><li>Experience mentoring and developing junior team members and helping project teams resolve multi-faceted issues&nbsp;</li>"
    },
    {
      "text": "Qualifications",
      "content": "<li>Bachelor’s degree in accounting or finance </li><li>CPA or CA certification preferred</li><li>Experience working with Private Equity or within a highly acquisitive company </li><li>Experience mentoring and developing team members</li><li>Willingness to travel up to 40%; travel varies based on client preferences.&nbsp;</li>"
    }
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  "createdAt": 1754924638028,
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    "team": "PE-OCFO Advisory",
    "location": "United States",
    "commitment": "Full-Time Employee",
    "department": "Private Equity",
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