Finance Transformation Leader, Strategy & Operations

Elliott Davis; United States; Sur place; USD 120 000 - 180 000; Plein temps

Avantages offerts par ce poste

Generous time away and paid firmholyds

Flexible work schedules

First-class health and wellness benefi

Leadership and career development

Résumé du poste

Elliott Davis is seeking a senior finance professional to deliver expert accounting and financial support to buy-side clients and provide sell-side advisory. You will lead finance transformation engagements, from opening balance sheets to FP&A and year-one planning, supporting PE portfolio and high-growth companies.

You will build client relationships, manage engagements and budgets, mentor staff, and help tell the narrative of business performance through data-driven finance functions.

Qualifications

• 8+ years of public accounting, operational finance leadership (Controller, Director, VP Finance, CFO), and/or M&A experience – ideally has worked for / with PE portfolio and other high-growth companies
• Experience transforming a finance function to be a strategic partner throughout the business (building the bridge from accounting to FP&A to strategy)
• High level comprehension of accounting principles coupled with ability to effectively communicate
• Forward-thinking, interested in intersection of finance and technology – experience implementing BI tools and looking for opportunities to utilize AI
• Experience in hiring, developing and leading a finance team
• Excellent written, verbal and presentation skills
• Strong analytical and problem-solving ability
• Effective time management skills
• CPA Certification is a plus, but not required

Responsabilités

• Provide timely, high quality client service that meets or exceeds client expectations
• Lead multiple finance transformation engagements and oversee workstreams including accounting, FP&A, and/or technology, often as part of interim finance leadership – both buy-side post close and sell-side preparation and diligence support
• Address and rectify financial information gaps by implementing robust accounting processes, policies, and procedures to ensure the generation of accurate financial data
• Assist with preparation of opening balance sheets and post-close purchase price adjustments
• Develop an understanding of the client's business and recognize key performance drivers, trends and developments and identify performance improvement opportunities and recommend creative solutions to complex issues and broaden our business relationships where possible
• Be growth motivated, own client relationships and oversee engagement economics and management of resources
• Identify new client pursuits, develop proposal and thought leadership content, and be visible in the market
• Lead conversations with teams, clients and stakeholders to build trust
• Collaborate closely with personnel from the acquired entity as well as client teams to facilitate smooth engagement execution
• Ensure all deliverables are completed on time and meet the firm’s quality standards
• Oversee engagement operations, including staff scheduling and budget management
• Create a collaborative team environment and motivate team through communication and actions
• Coach and develop team members
• Other duties within the scope of the practice

Connaissances

Public accounting experience

Finance transformation

Communication skills

BI tools / AI interest

Team leadership

Written / verbal / presentation

Analytical thinking

Time management

CPA is a plus

Outils

BI tools

AI awareness

Description du poste

Elliott Davis is seeking a senior finance professional to deliver expert accounting and financial support to buy-side clients and provide sell-side advisory. You will lead finance transformation engagements, from opening balance sheets to FP&A and year-one planning, supporting PE portfolio and high-growth companies.

You will build client relationships, manage engagements and budgets, mentor staff, and help tell the narrative of business performance through data-driven finance functions.