Performance Improvement Director (FP&A)

Key Responsibilities

Data Collection & Analysis (10%)

• Design and structure templates for data collection and analysis.
• Conduct in-depth research of internal intellectual capital and external benchmarks.
• Lead interviews with key stakeholders to gather qualitative insights.
• Consolidate and organize collected data for actionable insights.

Analytics & Presentations (20%)

• Develop hypotheses based on data analysis to inform strategic decision-making.
• Create robust financial and operational models to support business transformation initiatives.
• Conduct benchmarking and process analysis to identify opportunities for improvement.
• Synthesize qualitative data from interviews and workshops into actionable insights.
• Prepare and deliver high-quality presentations for clients, communicating findings and recommendations effectively.

Process Re-Design & Implementation (40%)

• Lead and execute finance process improvement initiatives across key areas such as Record to Report, Procure to Pay, Order to Cash, FP&A, and Treasury.
• Spearhead finance transformation efforts in areas including finance strategy, operating model improvement, organizational assessments, shared services/outsourcing, merger integration, and FP&A optimization.
• Manage the design and implementation of process enhancements to drive efficiency, scalability, and value across the finance function.

Team Leadership & Management (20%)

• Provide leadership in the planning and execution of Advisory engagements, ensuring work plans, timelines, and resources are managed effectively.
• Oversee and mentor project teams, offering guidance on business process analysis, future state process design, data analysis, and risk mitigation strategies.
• Play a key role in the professional development of staff, including resource allocation, performance management, and career coaching.

Intellectual Capital Development & Proposal Support (10%)

• Contribute to the development of intellectual capital, including frameworks, methodologies, and thought leadership.
• Assist in the preparation of client proposals, leveraging expertise to support business development efforts and grow the practice.

Qualification & Requirements

Required Qualifications:

• Bachelor’s degree in Accounting or Finance; CPA designation preferred.
• An MBA or other relevant advanced professional qualification is highly desirable.
• 10+ years of consulting and/or industry experience, with a focus on finance transformation, process improvement, M&A, and organizational change.
• Finance Function Efficiency & Effectiveness: Benchmarking, process analysis, and redesign; financial modeling; operational improvements; finance operating model design and implementation.
• Key Financial Processes: Experience in Order to Cash, Procure to Pay, Record to Report, Financial Planning & Analysis (FP&A), Budgeting, Forecasting, and Management Reporting.
• M&A: Experience in financial due diligence, financial modeling (i.e., synergy analysis), integration planning, and post-merger integration.
• Shared Services & Outsourcing: Design and implementation of shared services models; business process outsourcing (BPO), including outsourcing business case development and vendor selection facilitation.
• Proven ability to manage complex engagements, provide strategic direction, and deliver results in dynamic, fast-paced environments.
• Demonstrated leadership and team management experience, with the ability to direct, mentor, and develop junior staff.

Preferred Qualifications:

• Strong analytical, quantitative, and problem-solving skills and the ability to handle complex and large data sets.
• Proficient in financial modeling, valuation, and accounting principles and methodologies.
• Excellent communication, presentation, and interpersonal skills and the ability to work effectively with clients and team members at all levels.
• Proficient in Microsoft Office, especially Excel, PowerPoint, and Word. Experience with financial software, such as Power BI and Adaptive is a plus.
• Self-motivated, proactive, and detail-oriented and the ability to work independently and under pressure.

If you are:

• A person who bets on yourself
• A finance, technology, or transaction advisory “athlete” who thinks differently and wants to disrupt the game and is tired of feeling undervalued by your current firm
• A senior leader obsessed with delivering value, fiercely competitive, and curious about reshaping our industry
• Running a boutique firm but ready to join forces with a team building something transformative
• Well-versed in private equity, mastering relationships between PE firms and portfolio companies across the investment lifecycle
• Want to build wealth, not just a paycheck

Benefits

No information available.