Senior Director – FP&A Advisory

Neos Talent; New York (NY); On-site; USD 315,000 - 385,000; Full time

Job summary

Neos Talent leads a Senior Director opportunity focused on PE FP&A advisory, driving transformation for sponsor-backed portfolio companies. You will architect FP&A operating models, lead budgeting and forecasting, and present to boards and lenders.

The role emphasizes value creation and strategic finance in a high-growth PE environment. We seek an experienced leader with deep FP&A, CFO advisory, or finance transformation background.

Qualifications

• 10+ years FP&A/strategic finance or CFO advisory experience

Responsibilities

• Advising PE sponsors and portfolio CFOs on FP&A transformation
• Budgeting, forecasting and long-range planning
• Management reporting, KPI development and dashboards
• Strategic finance and scenario modelling
• Liquidity and working capital visibility
• Board and investor-ready reporting
• Finance transformation and performance improvement
• M&A support including post-close integration and exits
• Value creation initiatives across revenue, margins, costs and cash

Skills

FP&A Advisory

Office of the CFO consulting

Strategic Finance

PE Value Creation

Finance Transformation

Interim CFO / Head of FP&A

M&A / integration support

Exit-readiness finance

Tools

Anaplan

OneStream

Workday Adaptive

Planful

Hyperion

Power BI

Tableau

Alteryx

Job description

Senior Director Opportunity – PE FP&A Advisory

$350k total compensation (base and bonus) + $100k Equity

I’m working with a fast-growing financial consulting firm that is continuing to scale its FP&A Advisory / Office of the CFO practice, with a key focus on Private Equity sponsors and their portfolio companies.

About the Role

This is a senior opportunity for an experienced FP&A, Strategic Finance, CFO Advisory or Finance Transformation leader who understands the pace, expectations and value creation agenda within PE-backed businesses

Responsibilities

• Advising PE sponsors, portfolio company CFOs, finance leaders and executive teams across: FP&A transformation and finance operating model improvement
• Budgeting, forecasting and long-range planning
• Management reporting, KPI development and performance dashboards
• Strategic finance and scenario modelling
• Liquidity, cash forecasting and working capital visibility
• Board, lender and investor-ready reporting
• Finance transformation and performance improvement
• Transaction-related support across M&A, post-close integration, refinancing and exit readiness
• Value creation initiatives linked to revenue, margin, cost, cash and operational performance

Qualifications

The ideal profile will bring 10+ years’ experience across FP&A, strategic finance, CFO advisory, finance transformation or PE value creation

Required Skills

• Relevant backgrounds could include: FP&A Advisory / Office of the CFO consulting
• Strategic Finance / PE Value Creation
• Finance Transformation or Performance Improvement
• Corporate FP&A leadership within PE-backed portfolio companies
• Interim CFO / Head of FP&A experience in sponsor-backed environments
• Transaction, integration or exit-readiness finance support

Preferred Skills

Experience working with Private Equity sponsors, portfolio company CFOs, boards or lender groups would be highly relevant. Technology exposure across platforms such as Anaplan, OneStream, Workday Adaptive, Planful, Hyperion, Power BI, Tableau, Alteryx or similar tools would also be valuable.