Finance Transformation & M&A Strategy Lead

Elliott Davis; Chicago (IL); On-site; USD 120,000 - 190,000; Full time

Benefits offered by this job

Generous time off

Flexible work schedules

Maternity & parental leave

Health and wellness benefits

One-on-one professional coaching

Leadership development programs

Beyond program

Job summary

Elliott Davis is a leading provider of strategic finance and CFO services to private equity portfolio and high-growth companies. You will deliver expert accounting and financial support to buy-side clients, assisting in enhancing finance functions for acquired entities, and provide sell-side advisory throughout the transaction process.

On the buy-side, you will play a key role in post-close activities, such as 100-day integration, accrual conversion, opening balance sheet, month-end close, FP&A

Qualifications

• 5+ years of public accounting, operational finance leadership and/or M&A experience.
• Experience transforming a finance function to be a strategic partner.
• Forward-thinking with interest in finance-technology intersection and BI/AI.
• Experience 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.

Responsibilities

• 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.
• Address and rectify financial information gaps by implementing robust accounting processes, policies, and procedures.
• Assist with opening balance sheets and post-close purchase price adjustments.
• Develop understanding of the client’s business and identify performance improvement opportunities.
• Be growth motivated, own client relationships and oversee engagement economics.
• Identify new client pursuits and contribute to proposals and thought leadership.
• Lead conversations with teams, clients and stakeholders to build trust.
• Collaborate with acquired entity personnel and client teams for smooth engagement
• Ensure all deliverables are completed on time and meet quality standards.
• Oversee engagement operations, including staff scheduling and budget management.
• Create a collaborative team environment and coach members.
• Other duties within the scope of the practice.

Skills

Public accounting

Finance leadership

Communication

Analytical thinking

Time management

Education

CPA (preferred)

Tools

BI tools

Job description

Elliott Davis is a leading provider of strategic finance and CFO services to private equity portfolio and high-growth companies. You will deliver expert accounting and financial support to buy-side clients, assisting in enhancing finance functions for acquired entities, and provide sell-side advisory throughout the transaction process.

On the buy-side, you will play a key role in post-close activities, such as 100-day integration, accrual conversion, opening balance sheet, month-end close, FP&A