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Leads FP&A, financial close, consolidation, and EPM transformation engagements for CFO-level clients. Responsibilities include operating model and process design, EPM platform selection and implementation enablement, change management, business development, client relationship management, practice development, and leadership of multi-level consulting teams. The role combines strategic advisory with hands-on transformation support, including planning, forecasting, reporting, data integration, testing, reconciliation, automation, and adoption.

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.

Embed with client finance teams to design, build, and deploy production-grade agentic AI workflows. Develop multi-agent orchestration, integrate LLMs with enterprise systems (ERP/CRM/EPM), package agents as containerized microservices, implement CI/CD and monitoring, and ensure SOX/audit readiness. Mentor junior engineers, contribute reusable accelerators, and lead client-facing delivery under compressed timelines.

Lead change management for full Coupa suite implementations: run discovery workshops, design and execute communications, training, stakeholder engagement, and adoption strategies. Mentor team members, measure success metrics, collaborate with technical teams, and support practice growth through knowledge sharing and AI-enabled solution development.

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.

The role involves delivering data analytics solutions, managing client relationships, providing strategic counsel, and developing team members in a private equity analytics context.

Serve as a trusted partner to Private Equity clients, advising on accounting and finance, enhancing client solutions, and improving operational processes.