Managing Director CFO Advisory | New York City | Advisory Firm/Investment Banking

Managing Director, CFO Advisory | New York City | Professional Services
Our team is working with a leading business advisory & investment banking firm looking to hire a Managing Director for their New York City office. This role will lead client engagements across strategic finance, accounting advisory, finance transformation, and interim financial leadership, partnering with executives, private equity sponsors, and lenders on critical financial initiatives. Responsibilities include advising on budgeting, forecasting, FP&A, value creation, and complex accounting matters such as revenue recognition and lease accounting, while supporting transaction-related activities including M&A, carveouts, and integrations. The position also drives process improvement, ERP and technology implementations, and the development of analytics tools and dashboards to enhance financial visibility and operational performance. This role is a full-time position with 4 days in-office & 1 at home, that will offer between $800,000-$1,100,000 base, bonus, profit share & 100% benefits. If you are interested in this opportunity, please reach out to Vincenzo Kulturides directly at View email address on click.appcast.io Responsibilities

• Lead full-lifecycle client engagements across strategic finance, data analytics, accounting advisory, finance transformation, finance function integration and separation, and interim financial leadership

• Advise executives, private equity sponsors, lenders, and management teams on critical financial initiatives, including FP&A, budgeting, forecasting, scenario planning, and value creation strategies

• Provide strategic and technical guidance on complex accounting standards such as ASC 606, ASC 842, and assist clients in transaction-related accounting and financial reporting matters

• Lead clients through transformation and transaction scenarios (M&A, carveouts, operating model transformation, technology implementation, business sales/acquisitions)

• Build, deploy, and maintain scalable processes, frameworks, methodologies, and analytical tools that yield step-function improvements for middle-market OCFO functions

• Design, enhance, and integrate performance indicators, dashboards, and technology-driven visibility tools using analytics platforms (Power BI, Tableau, SQL, Python, etc.) across diverse datasets

• Recommend and lead implementations of ERP, financial close, consolidation, and automation systems to improve efficiency, accuracy, and controls

• Oversee and manage multiple concurrent workstreams and engagements, providing technical and business advisory, and interim management, as required 

• Provide coaching and mentorship to junior team members

• Lead internal trainings and best practice sharing

• Lead business development and client relationship efforts

• Lead talent acquisition and firm-building initiatives

• Contribute to a high-performing, inclusive, and values-driven culture

• Bachelor’s degree from a top undergraduate program

• 15 plus years of progressive experience in financial consulting, strategic finance, audit, banking, or performance improvement, with exposure to middle-market companies

• Experience leading finance and accounting functions and/or finance transformations

• Expertise in creating and implementing analytical, data-driven solutions using modern tools and technologies (Power BI, Tableau, SQL, Python, etc.)

• Experience recommending, selecting, or deploying ERP and financial technology tools (NetSuite, Sage Intacct, Dynamics, OneStream, FloQast, Adaptive, Kyriba, etc.)

• Superior written and verbal communication skills, including executive-ready presentation and reporting