Manager, Strategy & Operations – Finance Transformation

This is a fully remote position, open to applicants in Colorado, +1 more state.

📋 Description

• Provide expert accounting and financial assistance to buy-side clients while enhancing the finance functions of acquired entities.

• Offer sell-side accounting and financial advisory services throughout the transaction lifecycle.

• Manage multiple finance transformation projects and supervise accounting, FP&A, and/or technology workstreams.

• Deliver interim finance leadership during post-close activities for buy-side clients and preparation and due diligence for sell-side clients.

• Transition to accrual accounting, establish opening balance sheets, and prepare post-close purchase price adjustments.

• Accelerate month-end closing processes and create reporting packages.

• Develop FP&A capabilities and prepare for initial year audits.

• Build internal finance teams and evaluate technology opportunities, including the use of BI and AI.

• Formulate strategic finance roadmaps and provide guidance during sell-side transactions or capital raising efforts.

• Identify performance drivers, trends, improvement opportunities, and innovative solutions.

• Manage client relationships, engagement economics, resource allocation, and new client acquisition efforts.

• Create proposal and thought leadership materials and maintain a strong presence in the market.

• Facilitate discussions with teams, clients, and stakeholders.

• Collaborate with personnel from acquired entities and client teams.

• Ensure the delivery of timely, high-quality outputs.

• Supervise staff scheduling and budget management.

• Foster a collaborative team environment and mentor team members.

⛳️ Requirements

• A minimum of 5 years of experience in public accounting, operational finance leadership, or M&A.

• Ideally, experience working with or for private equity portfolios and other rapidly growing companies.

• Proven experience in transforming a finance function into a strategic partner within the organization.

• Strong understanding of accounting principles with the ability to communicate effectively.

• Experience in implementing BI tools and discovering opportunities for AI utilization.

• Background in hiring, developing, and managing a finance team.

• Exceptional written, verbal, and presentation communication skills.

• Strong analytical and problem-solving capabilities.

• Effective time management skills.

• CPA Certification is preferred but not mandatory.

🏝️ Benefits

• Medical, dental, and vision insurance.

• 401(k) plan with company contributions.

• Generous time off 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 caregiver leave once eligible.

• Wellness coaching and mental health counseling.

• One-on-one professional coaching.

• Leadership and career development programs.

• Access to Beyond, a program offering personal and professional development experiences.