Manager – Strategy & Operations, Finance Transformation

Elliott Davis•Charlotte, NC

About The Position

Elliott Davis pairs forward-thinking tax, assurance and consulting services with industry-leading workplace culture. Our nine offices — located in the fastest growing cities in the US — are built on a foundation of inclusivity, collaboration, and collective growth. We work daily to provide exceptional service to our people, customers, and our communities. Audit and assurance services are provided by Elliott Davis, LLC (doing business in NC and D.C. as Elliott Davis, PLLC), a licensed CPA firm. Elliott Davis is a leading provider of strategic finance, operations and CFO services to private equity portfolio and high-growth companies throughout the lower middle market and middle market. Our team of experts partners with portfolio company leadership and investors to transform legacy finance functions into the storyteller and strategic driver for their businesses. We also partner with founder and family-owned businesses as they prepare for a capital event. In this role, you will deliver expert accounting, financial, and operational support to buy-side clients, assisting in the enhancement of the finance function for acquired entities. You will also offer sell-side accounting and finance advisory services to companies throughout the transaction process. On the buy-side, you will play a key role in post-close activities such as providing interim leadership support through the 100-day integration plan including items such as converting to accrual accounting, establishing the opening balance sheet, expediting month-end close, preparing reporting packages, building out FP&A and data analytics capabilities, preparing for the first year audit, building out the internal team, and analyzing opportunities to better utilize technology throughout the finance function. You will also help to bridge the finance function as a strategic partner to other teams such as operations, sales, and technology. On the sell-side, you will help companies elevate their finance function to be more data driven and tell the narrative of business performance as well as develop a strategic roadmap, then serve as an advisor throughout the sell-side or capital raise process.

Requirements

5+ years of public accounting, consulting, operational finance, and/or M&A experience – ideally has worked for / with PE portfolio and other high-growth companies
Experience transforming a finance function to be a strategic partner throughout the business (building the bridge from accounting to FP&A to strategy and operations)
High level comprehension of accounting principles coupled with ability to effectively communicate
Forward-thinking, interested in intersection of finance and technology – experience implementing BI tools and looking for opportunities to utilize AI
Excellent written, verbal and presentation skills
Strong analytical and problem-solving ability
Effective time management skills

Nice To Haves

CPA Certification is a plus, but not required

Responsibilities

Provide timely, high quality client service that meets or exceeds client expectations
Lead multiple finance and operations transformation engagements and oversee workstreams including accounting, FP&A, operational excellence, and/or technology, often as part of interim leadership – both buy-side post close and sell-side preparation.
Address and rectify financial information gaps by implementing robust accounting processes, policies, and procedures to ensure the generation of accurate financial data
Assist with preparation of opening balance sheets and post-close purchase price adjustments
Develop an understanding of the client's business and recognize key performance drivers, trends and developments and identify performance improvement opportunities and recommend creative solutions to complex issues and broaden our business relationships where possible
Be growth motivated, own client relationships and oversee engagement economics and management of resources
Identify new client pursuits, develop proposal and thought leadership content, and be visible in the market
Collaborate closely with personnel from the acquired entity as well as client teams to facilitate smooth engagement execution
Ensure all deliverables are completed on time and meet the firm’s quality standards

Benefits

generous time away and paid firm holidays, including the week between Christmas and New Year’s
flexible work schedules
16 weeks of paid maternity and adoption leave, 8 weeks of paid parental leave, 4 weeks of paid and caregiver leave (once eligible)
first-class health and wellness benefits, including wellness coaching and mental health counseling
one-on-one professional coaching
Leadership and career development programs
access to Beyond: a one-of-a kind program with experiences that help you expand your life, personally and professionally

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