Senior Manager, Private Equity Services

Own Your Career

We deliver unparalleled opportunities to drive your career advancement and we have a rewarding employee culture to support it.

Now is the time to truly own your career and deliver real value to some of the world's most valuable Fortune 100 brands, growth companies transforming their industries, and mid-market firms that need help navigating the defining moments of their lifecycle. Be a part of a collaborative organization with a commitment to learning. Work side by side with business leaders to solve complex client challenges. Discover opportunities to participate in an inclusive and diverse workforce. Collaborate with our Women's Initiative, explore issues surrounding Diversity & Inclusion with our IDEAS committee, or help to shape our employee experience with our People & Culture Committee!

The Team - Strategy & Transformation

Join a team of talented professionals with deep business and finance transformation experience to guide clients through major transactions (M&A, carve outs, IPOs), new system implementations, and organizational challenges. We help organizations develop business strategy and execute on transformation initiatives in the areas of operational accounting, financial process improvement, financial technology enablement, FP&A, and transactions.

Your Impact

• Lead teams serving clients across various industries (e.g. - consumer & industrial product, healthcare & life sciences, high-tech and software, financial services) demonstrating executive presence with C-level client counterparts, particularly in the context of Office of the CFO and CIO advisory.
• Provide expertise in buy-side and sell-side merger & carveout transactions supporting activities through end-to-end M&A lifecycle (e.g. - Technology Diligence, Pre-Close/Day 1 Readiness, Post-Close Execution)
• Lead separation planning and integration planning phase by defining separated/integrated state platform strategy, identifying value creation opportunities, performing core architecture disposition strategies, identifying software vendors and system integrators, identifying business capability impacts, identifying critical entanglements, refining one-time and run-rate cost estimates, and defining roadmap for separation/integration
• Manage TSAs, ensuring all contractual obligations are met and aiding in the transition process, including managing data transfer management process with seller to aid in new system implementations
• Interface with Private Equity operations and deal teams to inform on major risks, dependencies, decisions, and progress on transaction
• Manage project economics including: track project budgets, create and deliver invoices, and manage collection process
• Assess functional and technology investment strategies and compare respective operating models and organizational structures against leading practices and industry benchmarks.
• Support storyline development for project teams - drawing together data analysis, visualizations, recommendations, and financial impacts into a cohesive deliverable.
• Coach and manage other consultants and actively participate in the performance review process.
• Understand client strategy and investment priorities and turn those goals into concrete engagements and detailed proposals.
• Lead internal offering development projects (pitch decks, BD toolkit, GTM plans), in alignment with firm and practice focus areas and strategy
• Support Directors and Partners in identifying, shaping and pitching projects to new prospects and existing clients

Your Experience

Minimum Qualifications

• BA/BS in Business, Accounting, Finance, or related discipline
• 8+ years of experience helping companies undergo major transformations, including at least one of the following:
• Leading technology or finance & accounting workstream for a merger or carveout in a moderate-to-high complexity transaction
• 3 full lifecycle business system implementations (e.g. ERP, CPM, HCM)
• 5 years supporting technology/business transformation initiatives for core business systems and processes
• Strong financial analytical and modeling capabilities
• Prior experience working directly with and advising C-Level executives, including experience presenting complex ideas and facilitating executive workshops
• Experience leading complex transformation engagements with project teams of 3-10 members
• Experience coaching and developing junior team members
• Highly effective interpersonal skills and emotional intelligence
• Willingness to travel at least 25% of the time

Preferred Qualifications

• Master of Business Administration (may substitute for business-related undergraduate degree)
• Experience in NetSuite, SAP or Oracle ERP a plus
• Progressive responsibility in managing client relationships and achievement against business development goals