Strategic Finance Manager

We are seeking a high-performing and multidimensional Manager of Strategic Finance to help drive value creation, financial discipline, investor engagement, and risk oversight at our fast-paced, PE-backed business & technology consulting firm. This high-impact role is central to informing the firm's strategic direction - leading the development of forward-looking financial strategies including scenario-based planning, capital structure optimization, strategic investment analysis, corporate development support and enterprise valuation initiatives to accelerate value creation and drive long-term growth.

You will support the development and execution of the value creation plan, including playing a role in the firm's investor and lender engagement. You will also play a central role in preparing for a future liquidity event (e.g., sale or recapitalization), including supporting capital structure optimization, equity story development, board communications, and due diligence processes.

Key Responsibilities

Strategic Finance & Value Creation Strategy

• Support the development of investment thesis and value creation plan aligned to firm strategy; Lead budgeting, forecasting, and long-range planning aligned value creation plans
• Build robust business cases and lead scenario-based financial modeling to guide executive decision-making across high-stakes initiatives (e.g., new market launches, platform integrations, M&A)
• Analyze profitability, pricing, SG&A, and working capital to identify margin improvement and growth levers
• Partner closely with business leaders and corporate development to vet investment opportunities with financial and strategic lens. Support M&A diligence, modeling, and post-deal integration
• Drive implementation of financial performance improvement initiatives across the business and support firm initiatives including new service lines, business expansion and new big bets
• Track, report progress against the value creation plan/strategic scorecard; recommend pivots to drive greater value creation and growth

Long-Term Planning & Valuation

• Lead annual valuation process to optimize share price
• Own development of five-year financial outlooks, supporting strategic planning, board reporting, and exit scenario analysis
• Provide valuation analysis (DCF, comparables, transaction multiples) in alignment with stakeholder expectations and market dynamics

Investor Relations & Board Support

• Build and maintain investor-facing documents (e.g., CIM, KPIs, equity story, forecast models) for a current & potential investors, potential sale, recapitalization, or refinancing
• Lead readiness initiatives such as KPI standardization, reporting automation, and data room preparation
• Support preparation and delivery of board materials, investor updates, and covenant compliance reports
• Manage communications with investors regarding equity story, business performance, strategic initiatives, and financial outlook
• Prepare executive-level insights and financial communications aligned to investor expectations

Capital Strategy & Risk Oversight

• Assist in evaluating and optimizing the firm's capital structure, including debt refinancing, recapitalizations, or strategic funding alternatives
• Support maintaining an enterprise risk framework to identify, assess, and monitor strategic, financial, operational, and compliance risks
• Partner with business leaders to develop mitigation plans for high-priority risks (e.g., client concentration, talent risk, compliance gaps, cyber)
• Integrate risk insights into financial planning, forecasting, and board reporting

Qualifications

• 5-10 years of experience in investment banking, private equity, consulting or strategic finance in a PE-backed company
• Advanced financial modeling and business case development
• Experience preparing investor and board materials; confident interacting with executive level audiences
• Familiarity with capital structure mechanics, debt covenants, and exit processes
• Strong project management skills and ability to drive implementation of initiatives
• Deep understanding of professional services metrics (utilization, realization, contribution margin)
• Strong proficiency in Excel and financial systems; BI tools a plus (e.g., Tableau, Power BI)
• Bachelor's degree in Finance, Accounting, Economics, or related field; MBA, CPA, or CFA a plus

Preferred Attributes

• Proven track record operating in high-growth, PE-backed environments
• Strong executive presence and ability to influence cross-functional leaders
• Comfortable working across strategy, operations, finance, and investor-facing responsibilities
• Detail-oriented, structured thinker with a high degree of ownership and urgency
• Transaction experience (e.g., M&A, recapitalization, exit prep) highly preferred