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The Associate Director of FP&A will lead client engagement for private equity portfolio companies, oversee financial management, forecasting, and team development while driving operational enhancements in finance functions.

The role involves designing and building system integrations using iPaaS tools, collaborating with clients, and maintaining documentation and support for integrations.

Lead FP&A advisory for PE-backed SaaS portfolios: manage client relationships, standardize SaaS KPIs and driver-based planning, deliver board-ready reporting and cash forecasts, guide systems/tooling, oversee multiple delivery teams, embed AI tools, recruit and mentor staff, and own origination and expansion targets.

Manage FP&A processes in Private Equity, develop financial models, contribute to budgeting, and enhance analytical tools, while mentoring teams.

Lead assigned workstreams across full-lifecycle Coupa implementations (requirements, design, configuration, testing, go-live). Facilitate workshops, perform fit-gap analysis, redesign processes, manage integrations, perform data tasks, enable suppliers, document solutions, and adopt firm-approved AI tools to improve client outcomes.

As a Director in Financial Due Diligence Analytics, you'll lead client engagements, develop analytics solutions, and support business development while mentoring junior team members.

As Associate Director in Financial Due Diligence Analytics, lead client engagements, manage teams, develop analytics solutions, and support business development efforts while mentoring junior staff.

Lead full-lifecycle Sage Intacct implementations: requirements, solution design, configuration, testing, data migration, training, and hypercare. Serve as client-facing trusted advisor, build reports and configurations, perform data analysis, and promote reusable designs and AI-enabled productivity improvements.

Lead and deliver integrations, separations, and carve-out engagements for PE clients: develop target operating models, run separation planning and TSAs, manage program-wide PMO, communicate with C-suite and sponsors, mentor junior staff, support business development, and adopt firm-approved AI-enabled solutions where appropriate.

Lead end-to-end Sage Intacct implementations and phased rollouts, own solution architecture and integrations across finance processes, support sales enablement, mentor teams, contribute to marketing and AI-enabled solutions, and drive delivery excellence for a range of clients.