Strategic Finance & Transformation Leader

JSB Partners, LLC.; New York (NY); On-site; USD 250,000 - 420,000; Full time

Job summary

JSB Partners, LLC. is seeking a Director of Strategic Finance and Transformation to act as a strategic partner to the CFO and drive initiatives across fund and management company finance, forecasting, and technology-enabled process improvements.

The role requires advancing AI-led transformation, building robust financial models, and guiding senior leadership through complex, cross-functional programs. This position offers broad exposure to finance leadership and scalable, transparent operations.

Qualifications

• 6-12 years of relevant experience in private equity, private credit, hedge funds, asset management, public accounting, or finance consulting.
• Strong understanding of private fund structures and economics.
• Experience with management fee calculations and forecasting.
• Experience reviewing fund financial statements and related reporting.
• Demonstrated ability to independently manage projects and drive results.
• Exceptional analytical and problem-solving skills.
• Strong executive communication and presentation abilities.
• Advanced Excel and financial modeling capabilities.
• Acumen, interest and ability to advance AI led transformation.

Responsibilities

• Serve as a strategic partner to the CFO, helping drive high-priority financial, operational, and organizational initiatives.
• Lead high-impact projects across management company finance, forecasting, technology, operations, and other areas requiring focused leadership.
• Develop rigorous financial analyses, business cases, and actionable recommendations for executive management.
• Develop clear, decision-oriented materials for senior leadership, executive committees, and Board-level discussions.
• Help shape long-term financial plans and translate strategic priorities into executable initiatives.
• Own and continuously enhance management fee, revenue, expense, and cash flow forecasting models.
• Drive budgeting and forecasting processes across the management company and corporate functions.
• Build scenario analyses that assess fundraising, portfolio activity, business growth, and strategic investments.
• Analyze performance and variances, identify emerging trends and risks, and translate findings into actionable recommendations.
• Partner with finance leadership to strengthen and document financial policies, processes, controls, and operating practices.
• Evaluate the financial and reporting implications of complex transactions in partnership with accounting subject-matter experts.
• Analyze fund performance and operating metrics, including IRR and MOIC, to support management reporting and decision-making.
• Contribute financial insight to valuation, liquidity, and reporting discussions without serving as the technical accounting lead.
• Support oversight and continued enhancement of the expense allocation process, methodology, and control framework.
• Review allocations across funds, accounts, and management entities for consistency, transparency, and alignment with governing requirements.
• Partner with Accounting, Compliance, Legal, Accounts Payable, and Operations to strengthen governance, documentation, controls, and audit readiness.
• Lead the modernization of finance through technology, automation, analytics, AI, and process redesign.
• Partner with Technology, Finance, Operations, and business stakeholders to improve workflows, reporting, data quality, and decision support.
• Identify and prioritize opportunities to automate manual processes, reduce operational risk, and improve scalability.
• Drive the evaluation, implementation, and adoption of finance systems and data initiatives, including tools such as Anaplan, Alteryx, Power BI, SQL, and Python.

Skills

Strategic leadership

Financial modeling

Executive communication

Project management

Tools

Anaplan

Alteryx

Power BI

SQL

Python

Job description

JSB Partners, LLC. is seeking a Director of Strategic Finance and Transformation to act as a strategic partner to the CFO and drive initiatives across fund and management company finance, forecasting, and technology-enabled process improvements.

The role requires advancing AI-led transformation, building robust financial models, and guiding senior leadership through complex, cross-functional programs. This position offers broad exposure to finance leadership and scalable, transparent operations.