Senior Manager/Director Finance, CFO Advisory Services

Great American Holdings LLC • Dallas, TX

3h • Hybrid

About The Position

GA Group is seeking finance leaders to join its CFO Advisory Practice in Dallas or Houston, Texas. This is an evergreen opportunity designed to build a bench of high-caliber professionals who can serve in interim, project-based roles for middle-market and private equity-backed companies. Depending on experience and client need, professionals may be deployed as a Senior Manager/Director or in a comparable finance leadership capacity. Engagements may involve assisting with stabilizing a finance organization during leadership transitions, supporting a newly acquired portfolio company, preparing for an audit or transaction, improving reporting and forecasting, strengthening accounting processes and controls, or leading finance transformation initiatives. The successful candidate brings meaningful in-house corporate finance or accounting leadership experience. They are comfortable operating hands-on in fast-paced, high-accountability environments and can quickly build credibility with management teams, private equity sponsors, lenders, auditors, and other stakeholders.

Requirements

• Bachelor’s degree in accounting required.
• Progressive accounting and finance experience, with the capability to perform effectively at the Senior Manager/Director of Finance level.
• Prior public accounting experience required, ideally including audit, assurance, transaction advisory, accounting advisory, or similar client-service experience.
• Meaningful corporate or in-house finance and accounting experience including leadership responsibility within a company finance function.
• Strong knowledge of U.S. GAAP, financial statement preparation, close processes, internal controls, audit support, and financial reporting.
• Demonstrated ability to assess ambiguous situations, prioritize urgent needs, and implement sustainable solutions in dynamic client environments.
• Strong proficiency with Excel and familiarity with ERP and financial reporting systems.
• Exceptional communication, interpersonal, project-management, and problem-solving skills.
• Professional presence and the ability to establish trust quickly with executives, finance teams, auditors, and other stakeholders.
• Must reside in and be authorized to work in the Dallas or Houston, Texas area.
• Ability to travel locally and periodically as required by client engagements.

Nice To Haves

• CPA strongly preferred
• MBA or other relevant advanced degree is a plus.
• Experience supporting private equity-backed companies and working directly with PE sponsors, operating partners, boards, or lender groups strongly preferred.
• Experience with budgeting, forecasting, cash-flow management, financial modeling, and operational finance preferred.

Responsibilities

• Serve as interim Senior Manager/Director for client organizations.
• Lead and improve monthly, quarterly, and annual close processes, including financial statement preparation, account reconciliations, consolidations, and management reporting.
• Develop timely, accurate, and decision-useful reporting packages for executive leadership, boards of directors, lenders, and private equity sponsors.
• Support budgeting, forecasting, cash-flow management, working-capital analysis, and financial modeling.
• Assess finance and accounting functions, identify process and control gaps, and implement practical improvements across people, processes, systems, and reporting.
• Strengthen internal controls, accounting policies, documentation, and governance practices.
• Manage external audit preparation and execution, including audit schedules, PBC coordination, financial statement support, and issue resolution.
• Advise clients on U.S. GAAP, technical accounting matters, financial reporting requirements, and accounting policy implementation.
• Support transaction-related work, including pre-transaction accounting cleanup, quality-of-earnings readiness, diligence coordination, carve-out support, and post-close integration.
• Partner with private equity operating teams and portfolio company leadership to establish reporting disciplines, improve visibility into performance, and support value-creation initiatives.
• Lead, coach, and develop client finance and accounting personnel as appropriate.
• Evaluate and support enhancements to ERP systems, reporting tools, and finance technologies.
• Communicate clearly and confidently with client executives and other stakeholders, translating complex financial matters into practical recommendations and action plans.
• Contribute to the growth and collaborative culture of the CFO Advisory Practice.

Benefits

• 401(k) profit-sharing retirement plan
• Paid holidays
• Vacation and sick leave
• Voluntary medical, dental, vision coverage
• Company-paid life and disability insurance
• Growth opportunities with training and internal path to promotion
• Encouragement to contribute your valuable ideas to improve our company, products, and services
• Regular communication with senior management of companies in a wide range of industries, providing frequent opportunities to expand your business knowledge.
• Healthy work-life balance with hybrid position, allowing for both remote work and in-person interaction and collaboration

What This Job Offers

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