Managing Director, Office of the CFO

Ankura; Boston (MA); On-site; USD 350,000 - 520,000; Full time

Job summary

Ankura OCFO is seeking a Managing Director to drive finance transformation for a diverse client base, from middle market to Fortune 500. You will lead client service teams, shape strategy, and deliver high-impact solutions across FP&A, reporting, data analytics, and cash flow optimization.

The role requires senior leadership, strong finance expertise, and a track record of delivering value at executive levels.

Qualifications

• MBA or Master’s degree preferred; 10+ years in financial management consulting
• Expertise in financial modeling and analysis
• Experience leading teams through delivery of finance solutions
• Strong knowledge of core finance and accounting processes
• Experience with ERP, BI tools, and finance performance management
• Proficient in Microsoft Word, Excel, PowerPoint

Responsibilities

• Lead OCFO client service teams designing holistic finance solutions
• Improve decision-making and business partnering for clients
• Collaborate with clients and stakeholders to meet objectives
• Support sales through scoping and pricing engagements
• Develop work plans and deliver engagements effectively
• Prepare reports, analyses, and client deliverables
• Contribute to business development and practice development
• Uphold professionalism, ethics, and quality

Skills

Financial modeling

Team leadership

Communication skills

Problem solving

Business development

Education

Master’s/MBA preferred

Tools

Microsoft Word

Microsoft Excel

PowerPoint

ERP systems

BI technologies

Job description

New York, NY

Boston, MA

Los Angeles, CA

Chicago, IL

Atlanta, GA

Full time

R104647

Ankura is a team of excellence founded on innovation and growth.

Practice Overview

Ankura Office of the CFO (Ankura OCFO) empowers CFO success through comprehensive, customized solutions that enhance business performance, drive operational efficiency, convert data into insights, and position finance as a strategic partner.

Role Overview

Ankura OCFO professionals serve as trusted partners, consistently delivering long-term value and results to a diverse clientele, ranging from middle-market enterprises to Fortune 500 companies. Ankura OCFO works with both private equity firms and corporate companies, across all industries. Members of the Ankura Office of the CFO team embody a collaborative spirit and entrepreneurial mindset, fostering ongoing growth and innovation in our collective efforts. The selected candidate is ideally located in New York, Chicago, Los Angeles, Boston, or Atlanta though other locations may be considered.

The Managing Director’s primary focus will be to drive solutions for the following areas:

• Ankura Quality of Finance: Assess Finance organization’s vision and strategy, operating model and organization design, processes and technology; design and implement execution plans

• Financial Planning & Analysis: Establish business partnering through strategic long-range planning, budgeting, forecasting and scenario modelling all enabled by technology

• Reporting: Design management reporting packages with focus on key performance indicators to facilitate management and achievement of financial goals and targets i.e., EBITDA

• Data Analytics & Visualization: Leverage analytics and visualization tools to influence decision-making and predict business outcomes with data-driven insights

• Balance Sheet and Cash Flow Optimization: Drive working capital improvements and greater transparency into cash flow reporting and forecasting

• Operational Effectiveness and Efficiency: Optimize Finance and Accounting processes, operations and service delivery model while managing overall cost of Finance

• Transaction Preparation and Execution: Support Day One readiness and execution of a transaction or liquidity event and manage any transition service agreements or business integrations

• Interim Management: Fill an interim or surge resource need specifically in a leadership or executive role; provide solutions to leverage human capital and experience

• Financial Risk Management: Address audit committee and board concerns, remediate accounting, manage enterprise risk profile

Responsibilities

• Manage the OCFO client service teams in designing and implementing holistic solutions to increase efficiency and effectiveness in finance organizations

• Improve decision‑making, enable business partnering, and drive value

• Collaborate with client, colleagues, other professionals, and other stakeholders to achieve engagement objectives

• Support sale of client engagements, including help with scoping and pricing work

• Develop project work plans and effectively deliver engagements

• Manage the development and presentation of reports, analyses, presentations, and other client deliverables

• Participate in business development, marketing, recruiting, and practice development activities

• Demonstrate the highest degree of professionalism, ethics, quality, and integrity

Requirements

• Undergraduate degree: Master’s degree or MBA preferred

• Minimum of 10 years of prior work experience, in a financial management consulting firm

• Expertise in financial modeling and analysis

• Experience leading and managing teams through solution planning, design, and implementation with a focus on delivery quality

• Strong knowledge of core finance and accounting processes

• General knowledge of financial ERP systems, BI technologies, and other finance performance management tools

• Expertise in Microsoft Word, Excel, PowerPoint

• Strong intellectual curiosity and problem‑solving skills with the ability to synthesize complex unstructured information rapidly and develop insights and recommendations

• Excellent written and oral communication skills; ability to define, influence, and drive change at executive levels and across the broader community of stakeholders

• Expands relationships to highest level of client organization

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