Managing Director - Office of the CFO

Neos Talent • New York, NY

2d

About The Position

Managing Director – Office of the CFO (Strategic Finance Advisory) Confidential Advisory Firm | Private Equity–Backed Consulting The Opportunity This is a senior leadership opportunity within a fast-growing, private equity–backed advisory firm focused on delivering high-impact finance and analytics solutions to middle-market clients. The firm operates in a high-performance, low-bureaucracy environment where senior leaders are expected to shape strategy, originate work, and drive measurable outcomes for clients. The Managing Director will play a pivotal role in scaling the Office of the CFO (OCFO) offering, partnering closely with C-suite executives, private equity sponsors, and lenders across complex value-creation initiatives. Role Overview The Managing Director, Strategic Finance & Analytics is responsible for: Leading and growing OCFO client engagements Originating and selling new advisory work Building scalable finance, FP&A, and analytics solutions Developing and mentoring high-performing consulting teams This role combines client delivery, business development, and firm-building in a rapidly scaling platform.

Requirements

• 15+ years of experience in strategic finance, FP&A, investment banking, or management consulting
• Strong background advising middle-market companies, ideally in private equity–backed environments
• Proven business builder with experience owning ~$4M+ in annual revenues
• Deep expertise in financial modeling, forecasting, and advanced analytics
• Strong bias toward technology-enabled finance transformation and automation
• Confident executive presence with credibility at C-suite and sponsor level
• Entrepreneurial mindset with a track record of growth and ownership
• Bachelor’s degree in Finance, Accounting, Economics, or related field
• Willing to work in-office four days per week and travel to client sites as required

Nice To Haves

• MBA, CPA, or CFA strongly preferred

Responsibilities

• Lead end-to-end strategic finance and analytics engagements delivering measurable value
• Advise CEOs, CFOs, PE sponsors, and lenders on FP&A, budgeting, forecasting, and scenario planning
• Design and implement driver-based financial models and decision-support tools
• Build KPI frameworks and analytics solutions leveraging tools such as Power BI, Tableau, SQL, Python, and modern data platforms
• Support clients through M&A, carve-outs, operating model transformations, and finance technology implementations
• Manage multiple concurrent engagements in fast-paced, high-stakes environments
• Originate and sell new engagements across sponsor and executive networks
• Build, mentor, and scale teams of finance and analytics professionals
• Contribute to thought leadership and service innovation within the OCFO practice
• Support internal training, recruiting, and firm-building initiatives

What This Job Offers

• Job Type: Full-time
• Career Level: Executive