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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 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.

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 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.