Finance Engagement Manager

Finance Engagement Manager

The Finance Engagement Manager (EM) is a senior leader who will help build and scale SLKs Finance service line. The EM owns relationships with CFOs, private equity sponsors, and portfolio company leadership, drives revenue through business development, and oversees delivery of high-impact finance engagements. This role is both trusted advisor and hands-on operator: leading teams to deliver results while shaping the offerings, methodologies, and talent that grow the practice. 

Our ideal candidate will have deep experience in one or more of the following areas: 

• Corporate Finance 

FP&A 

Controllership 

Treasury & Cash Management 

Finance Transformation 

• PE & Transactions 

PE Portfolio Operations 

Transaction Advisory 

Investment Banking 

Valuation & Modeling 

• Accounting & Assurance 

Public Accounting 

Audit or Assurance 

Technical Accounting 

Financial Reporting 

Responsibilities

• Helps build and grow SLKs Finance service line, including offerings, go-to-market strategy, and pricing 
• Originates new client relationships with CFOs, PE sponsors, and portfolio company leaders through a personal network 
• Leads proposals, pitch decks, and scoping for finance engagements 
• Lead multiple workstreams while managing resources on client engagements. 
• Expands work at current clients and reconnects with past clients to build a recurring pipeline 
• Develops repeatable finance methodologies, tools, and IP (e.g., 13-week cash flow, FP&A redesign, close acceleration, value creation plans) 
• Develops, mentors and leads MCs/Cs; builds finance bench strength across the firm 
• Reviews financial models and analytics prepared by staff and sharpens the insights 
• Crafts storylines for client deliverables and presents to CFOs, boards, and sponsors with conviction 
• Crafts the scope of work for each project, including timeline and schedule for deliverables 
• Owns engagement economics: tracks costs and burn rate against forecast and protects margin 
• Ensures the team delivers actionable insights that drive measurable financial outcomes 

Qualifications

• US Resident or Permanent Work Authorization 
• 7+ years of finance experience, including leadership roles in corporate finance, private equity, transaction advisory, or public accounting 
• Experienced in originating and growing client relationships, with an established network among CFOs, sponsors, or finance leaders 
• Track record of leading projects and implementing improvements within the finance function 
• Deep command of three-statement modeling, FP&A, cash management, and financial reporting 
• Experience managing and developing teams 
• Problem solving mindset and strong critical thinking 
• Innovative and curious, learning attitude 
• Strong, referenceable work ethic and a drive for excellence and growth 
• Exceptional verbal and written communication skills; concision and sensitivity in speech 
• Executive presence with C-Suite, boards, and investors 
• Commitment to giving back to our collective communities 
• Undergraduate degree in finance, accounting, economics, or business 
• Ability to travel as needed to deliver value, sometimes in excess of 50% 

Additional Desired Capabilities and Qualifications

• MBA, CPA, or CFA strongly preferred 
• Prior management consulting experience, ideally in a finance or transaction advisory practice 
• Experience helping build or scale a practice, service line, or team 
• Experience with PE sponsors and portfolio companies on value creation, diligence, or exit readiness 
• Proficiency with financial systems and BI tools (NetSuite, Adaptive, Anaplan, Power BI, or similar) 
• Advanced Excel modeling; working knowledge of SQL or Python a plus