Managing Director - Office of the CFO

Neos Talent; New York (NY); On-site; USD 180,000 - 250,000; Full time

Job summary

A leading advisory firm in New York is looking for a Managing Director in Strategic Finance & Analytics. The role requires extensive experience in strategic finance, client engagement, and team leadership. Candidates should have a strong background in advising middle-market companies and be comfortable engaging with C-suite executives. The ideal candidate will possess a Bachelor's degree, and an MBA or relevant certification is strongly preferred. This is an in-office role with travel to client sites as needed.

Qualifications

• 15+ years of experience in strategic finance or management consulting.
• Strong experience in private equity-backed environments.
• Proven business builder with ~$4M+ in annual revenues.

Responsibilities

• Lead strategic finance and analytics engagements.
• Advise on budgeting and forecasting.
• Build KPI frameworks and analytics solutions.

Skills

Strategic finance

Financial modeling

Business development

Data analytics

Team leadership

Education

Bachelor’s degree in Finance, Accounting, Economics, or related field

MBA, CPA, or CFA

Tools

Power BI

Tableau

SQL

Python

Job description

The Opportunity

This is a senior leadership opportunity within a fast-growing, private equity–backed advisory firm focused on delivering high-impact finance and analytics solutions to middle-market clients. The firm operates in a high-performance, low-bureaucracy environment where senior leaders are expected to shape strategy, originate work, and drive measurable outcomes for clients.

The Managing Director will play a pivotal role in scaling the Office of the CFO (OCFO) offering, partnering closely with C-suite executives, private equity sponsors, and lenders across complex value-creation initiatives.

Role Overview

The Managing Director, Strategic Finance & Analytics is responsible for:

• Leading and growing OCFO client engagements
• Originating and selling new advisory work
• Building scalable finance, FP&A, and analytics solutions
• Developing and mentoring high-performing consulting teams

This role combines client delivery, business development, and firm-building in a rapidly scaling platform.

Key Responsibilities

• Lead end-to-end strategic finance and analytics engagements delivering measurable value
• Advise CEOs, CFOs, PE sponsors, and lenders on FP&A, budgeting, forecasting, and scenario planning
• Design and implement driver-based financial models and decision-support tools
• Build KPI frameworks and analytics solutions leveraging tools such as Power BI, Tableau, SQL, Python, and modern data platforms
• Support clients through M&A, carve-outs, operating model transformations, and finance technology implementations
• Manage multiple concurrent engagements in fast-paced, high-stakes environments
• Originate and sell new engagements across sponsor and executive networks
• Build, mentor, and scale teams of finance and analytics professionals
• Contribute to thought leadership and service innovation within the OCFO practice
• Support internal training, recruiting, and firm-building initiatives

Candidate Profile

• 15+ years of experience in strategic finance, FP&A, investment banking, or management consulting
• Strong background advising middle-market companies, ideally in private equity–backed environments
• Proven business builder with experience owning ~$4M+ in annual revenues
• Deep expertise in financial modeling, forecasting, and advanced analytics
• Strong bias toward technology-enabled finance transformation and automation
• Confident executive presence with credibility at C-suite and sponsor level
• Entrepreneurial mindset with a track record of growth and ownership

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, or related field
• MBA, CPA, or CFA strongly preferred
• Willing to work in-office four days per week and travel to client sites as required