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The Manager- OneStream Architect will implement OneStream solutions, manage projects, enhance FP&A functions, and provide analytical insights to clients.

Lead finance transformation initiatives for private equity-backed portfolio companies, modernizing their finance operations and improving key processes. Engage with CFOs and other leaders to define and execute strategic plans while mentoring teams and contributing to business growth.

The Associate Director - FP&A will enhance finance functions for private equity clients, lead financial management implementations, mentor team members, and contribute to AI-enabled solutions, leveraging 9+ years of FP&A experience.

As Director FP&A, you'll lead client delivery and business development in Private Equity, overseeing finance functions and mentoring teams while driving operational enhancements and strategic initiatives.

Lead and deliver Salesforce engagements: manage projects, staffing, budgets, and timelines; perform hands-on Salesforce configuration and solution design; guide change management; oversee testing, integrations, and go-live; mentor junior staff; prepare SOWs/change orders; and help implement firm-approved AI-enabled client solutions.

As an Associate Director, you will lead OneStream implementations, enhance financial controls, mentor teams, drive business development, and contribute to AI solutions for clients.

Lead Salesforce implementation engagements: design, configure, and optimize multi-cloud solutions; manage projects, timelines, budgets, and teams; perform business analysis, solution design, testing, go-live, change management, and post‑launch support. Guide integrations, third‑party apps, and AI-enabled solutions while ensuring delivery quality and client relationship management.

Lead Salesforce declarative configuration and architecture across the full project lifecycle. Serve as SME for advanced Flow and platform features, mentor junior configurators, collaborate with analysts and developers, drive scalable solutions, and support client discovery, deployment, and AI-enabled initiatives.

The Manager of FP&A will enhance finance functions for private equity portfolio companies by developing budgets, forecasts, and financial reports, while mentoring team members and maintaining client relationships.

Lead and deliver complex Salesforce projects as the primary client counterpart: manage scope, schedule, financials, risks, resources, and direct reports; facilitate requirements, produce status reports, identify growth opportunities, and apply firm processes and AI-enabled solutions to improve client outcomes.