FP&A Advisory and Managed Services Director

E78 Partners; Oak Brook (IL); On-site; USD 165,000 - 250,000; Full time

Job summary

E78 is seeking an FP&A Advisory and Managed Services Director in Oak Brook, IL. The role partners with private-equity backed management to design and execute finance strategies that drive measurable value creation.

It blends hands-on leadership, client advisory, and team management across FP&A transformation, operating models, and M&A integration. Directors lead complex engagements, own client relationships, and drive opportunities to expand engagements.

Qualifications

• Bachelor’s degree in Accounting or Finance; CPA preferred.
• An MBA or other advanced professional qualification is highly desirable.
• 10+ years of consulting and/or industry experience in finance transformation and M&A.

Responsibilities

• Lead FP&A transformations including budgeting, forecasting, KPI design, and executive reporting.
• Build and review robust financial models (three-statement, cash flow, unit economics, scenario analysis).
• Design and implement management reporting packages for board, lender, and PE updates.
• Support capital structure analysis, earn-outs, acquisition modeling, and integration planning.
• Partner with client teams and third-party vendors to execute system implementations (Adaptive, Anaplan, Vena, ERP).
• Mentor project teams and contribute to recruiting and talent development.

Skills

FP&A leadership

Financial modeling

Value creation

Team leadership

Consulting experience

Executive communication

Education

Bachelor’s degree in Accounting or Finance

MBA or advanced qualification desirable

Tools

Adaptive

Anaplan

Vena

BI tools

ERP

Job description

Job Title: FP&A Advisory and Managed Services Director

Pay Type:

Job City: Oak Brook

Job State: Illinois

Workplace Type Hybrid

About E78

E78 is a business advisory firm uniquely positioned to serve corporate leaders and private equity sponsors across the business and investment lifecycle. We partner with the Office of the CFO, CIO, and other operating executives and private equity operating partners to help accelerate value creation by leveraging our expertise in finance, technology, and business transformation. Our mission is clear - deliver value by solving for complexity.

If you’re energized about shaping a firm that disrupts the status quo, E78 is where you belong. Here, you’re more than an employee - you’re an entrepreneur focused on creating long‑term value for clients and personal wealth for yourself. We invest in our people and allow our people to invest in our firm, so they can share in the rewards of building something extraordinary. Our partners have bold ambitions to grow to $1 billion of revenue in the next 10 years, and we’re seeking like‑minded, entrepreneurially spirited people who are inspired by growth and passionate about building and winning, to join us on this exciting journey.

Joining E78 means embracing a vibrant, roll-up-your-sleeves culture where big ideas meet bold execution. You’ll collaborate with smart, dedicated professionals who prioritize the right solution over the easy one, redefining what it means to go all in for our clients and each other. We’re ready – are you? If so, LFG!

Job Description

The FP&A Director partners with private-equity backed management teams to design and execute finance strategies that drive measurable value creation. This role blends hands‑on financial leadership, client advisory, and team management, serving as a trusted thought partner to CEOs, CFOs, and PE sponsors.

Directors lead complex engagements spanning FP&A transformation, operating model design, M&A integration, and performance improvement - while owning client relationships and identifying opportunities to expand and deepen accounts.

Key Responsibilities

Client Partnership & Value Creation (25%)

• Serve as a primary client contact and strategic advisor to CEOs, CFOs, and PE sponsors
• Translate business strategy into actionable financial insights, operating cadences, and performance metrics
• Identify opportunities to expand engagements through additional advisory, interim, or managed services offerings
• Confidently present insights, recommendations, and tradeoffs to executive leadership and investors
• Lead FP&A transformations including budgeting, forecasting, KPI design, and executive reporting
• Build and review robust financial models (three-statement, cash flow, unit economics, scenario analysis)
• Design and implement management reporting packages used in board, lender, and PE updates
• Support capital structure analysis, earn-outs, acquisition modeling, and integration planning

Finance Transformation & Operating Model Execution (25%)

• Lead finance transformation initiatives across:
• FP&A optimization
• Shared services / outsourcing strategy
• Drive implementation—not just design—of new processes, systems, and reporting frameworks
• Partner with client teams and third‑party vendors to execute system implementations (Adaptive, Anaplan, Vena, BI tools, ERP)

Team Leadership & Delivery Management (15%)

• Lead and mentor project teams across multiple engagements
• Own work planning, staffing, timelines, and quality of deliverables
• Provide coaching and feedback to Managers and Senior Associates
• Actively contribute to recruiting and talent development efforts

Intellectual Capital & Business Development (5%)

• Contribute to the development of E78 methodologies, tools, and thought leadership
• Support proposal development and client pursuits with practical, experience‑based insights
• Share best practices across engagements and industry verticals

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.
• Deep experience in FP&A leadership, financial modeling and value creation initiatives
• 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.
• Strong business acumen, with a deep understanding of project management methodologies, business processes, and best practices in finance transformation.
• Exceptional written and verbal communication skills, with the ability to present complex information to senior client stakeholders in a clear, concise manner.
• Willingness to travel as required to meet client needs.
• Candidates who reside near E78’s corporate headquarters in Oak Brook, IL, or NYC are encouraged to work in the office 3 days a week.

Preferred Qualifications:

• An MBA or other relevant advanced professional qualification is highly desirable.
• Healthcare, Industrials and/or Manufacturing industry experience is preferred.
• Experience working directly with PE sponsors and portfolio company leadership.

Compensation:

The base salary range is $165,000 - $250,000, plus bonus and will be based on experience.

If you are:

• A person who bets on yourself
• A finance “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

E78 is the place for you!

E78 is proud to be an equal opportunity employer. We do not discriminate on the basis of race, religion, color, national origin, sex (including pregnancy, childbirth, and reproductive health choices), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as someone with a disability, political views or activity, or other applicable legally protected characteristics. We also consider qualified applicants with criminal histories, consistent with applicable federal, state, and local laws