Associate Director - Private Equity Advisory (Transactions)

What You'll Do:

• In this role, you will have the opportunity to work on a variety of projects which typically fall into one of three categories: Strategic Finance Projects, Transaction Projects, and Accounting Projects.  Here are a few examples:




Strategic Finance Projects:
• Lead and oversee the development of KPI dashboards for PE Sponsor and management reporting
• Guide clients or junior team members in developing a robust 13-week cash flow model
• Guide clients or junior team members in preparing budgets and forecasts with detailed assumptions and levers
• Lead and oversee the development of reporting packages to be submitted to banks on a monthly / quarterly basis
• Act as a project manager for key finance initiatives using PMO tools
• Assist executive leadership of portfolio companies in preparing board presentations
• Serve in Senior interim FP&A roles with a focus on process development






Transaction Projects:
• 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.  
• Buy side projects
• Lead bespoke financial due diligence combined with office of the CFO diligence and recommendations for post close improvements.
• Lead or guide management in planning and executing post-closing M&A integration support
• Guide management in conducting post-closing negotiations with Sellers on final closing balance sheet in accordance with the purchase agreement
• Guide junior team members in preparing closing statement for new acquisitions
• Support technical accounting team in preparing opening balance sheets for acquisitions in accordance with US GAAP
• Sell side projects
• Lead strategic exit readiness assessments and work with management/PE team to prepare a roadmap for successful exit
• Guide management in creating financial reporting, models and KPI reporting necessary to withstand the rigors of diligence.
• Guide the overall deal process; liaise with PE sponsor, lawyers, investment bankers and management to ensure deal success and adherence to timelines.
• Lead or support the development of carve out financials for potential divestitures
• Lead carve out execution and TSA support 






Accounting Projects:
• Advise on complex accounting policy adoption (ASC 606 revenue recognition, ASC 842 leases, ASC 805 business combinations, etc.) at portfolio companies
• Serve in Interim Controller roles with a focus on process development
• 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
• Stay informed about emerging AI tools and techniques and collaborate with firm leadership to identify compliant opportunities to enhance client solutions and internal processes

What You'll Bring:

• 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&A strategy, Deals, and/or FP&A, etc. or one of the following:
• 9+ years of experience in a corporate FP&A role managing a team and reporting to internal leadership (CEO, CFO), with exposure to M&A transactions
• 9+ years of experience in a corporate development function managing a team and reporting to internal or external stakeholders
• 9+ years of experience working in portfolio support/operations at a Private Equity firm
• Comfort with AI: Demonstrated ability to responsibly explore and adopt firm-approved AI tools to enhance productivity and innovation.
• Continuous Learning Mindset: Openness to learning and applying emerging technologies including AI and automation in alignment with firm policies and client standards.
• Consistent success in building and developing strong client relationships
• Experience mentoring and developing junior team members and helping project teams resolve multi-faceted issues 

Qualifications

• Bachelor’s degree in accounting or finance
• CPA or CA certification preferred
• Experience working with Private Equity or within a highly acquisitive company
• Experience mentoring and developing team members
• Willingness to travel up to 40%; travel varies based on client preferences.