Managing Director, Chief Financial Officer (CFO) Advisory
Confidential
Managing Director, Chief Financial Officer (CFO) Advisory
About the Company
Leading business advisory and investment banking firm serving middle-market clients.
Industry
Financial Services
Type
Privately Held
About the Role
The Company is seeking a Managing Director for CFO Advisory. The successful candidate will be responsible for leading full-lifecycle client engagements in strategic finance, data analytics, accounting advisory, finance transformation, and interim financial leadership. This role involves partnering with executives, private equity sponsors, and lenders on critical financial initiatives, providing strategic and technical guidance on complex accounting standards, and leading clients through transformation and transaction scenarios. The Managing Director will also be involved in driving process improvement, ERP and technology implementations, and the development of analytics tools to enhance financial visibility and operational performance. Applicants must have a Bachelor’s degree from a top undergraduate program, with at least 15 years' of progressive experience in financial consulting, strategic finance, audit, banking, or performance improvement, particularly with exposure to middle-market companies. The role requires expertise in creating and implementing analytical, data-driven solutions using modern tools and technologies, as well as experience in recommending, selecting, or deploying ERP and financial technology tools. Superior communication skills, including executive-ready presentation and reporting skills, are essential. The ideal candidate will also have a proven track record in leading finance and accounting functions, finance transformations, and be adept at managing multiple concurrent workstreams and engagements.
Travel Percent
Less than 10%
Functions
- Finance
- Business Development
- Data Management/Analytics
- ...Practice Overview The Office of the CFO (OCFO) was born out of the... ...quickly and accurately produces financial reporting Transactions... ...Office of the CFO Senior Managing Director role is an executive level... ...clients with accounting advisory solutions for complex SEC...SuggestedInterim roleWork at office
$250k - $375k
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- ...Practice Overview Ankura Office of the CFO™ (Ankura OCFO™) empowers... ...may be considered. The Managing Director’s primary focus will be to... ...implement execution plans Financial Planning & Analysis:... ...global expert services and advisory firm that delivers services...Price workWork experience placementInterim roleWork at officeWeekend work
- ...rankings from Inc.5000, The Financial Times and Consulting... ...across Transaction Advisory Services (TAS),... ...Execution Services (TES), Office of the CFO (OCFO), Performance... ...(PI), Interim Management (IM), Investment Banking... ...The Managing Director, Office of the CFO role...Interim roleWork at officeRelocation
$87k - $195k
...Accounting & Reporting Advisory practice is expanding its... ...& FP&A team within the CFO Services group. The... ...title is equivalent to a Manager-level role, typically requiring... ...design, driver-based financial modeling, long-range... ...finance and the Office of the CFO. What You...Interim roleWork at officeLocal areaFlexible hours- ...rankings from Inc.5000, The Financial Times and Consulting... ...across Transaction Advisory Services (TAS),... ...Execution Services (TES), Office of the CFO (OCFO), Performance... ...(PI), Interim Management (IM), Investment Banking... ...precision. The Managing Director, TAS at Portage Point...Interim roleWork at officeRelocation
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...inclusiveness and diversity in our offices by involving all of our... ...individual brings to the firm. The CFO Advisory, Accounting Advisory GPS Team... ...controls to enable growth, manage risk, and define sustainable... ...and accurate accounting and financial reporting support, including...Work experience placementWork at officeLocal area$250k - $400k
Managing Director, Transaction Advisory Services - Healthcare Financial Due Diligence Chicago, IL, United States and 12 more Job Description Job Summary: The Transaction... ...Partners with management members of BDO offices to identify and promote the services of the Transaction...- ...rankings from Inc.5000, The Financial Times and Consulting... ...across Transaction Advisory Services (TAS),... ...Execution Services (TES), Office of the CFO (OCFO), Valuations (... ...(PI), Interim Management (IM), Investment Banking... ...precision. The Managing Director, TAS at Portage Point...Interim roleWork at officeRelocation
$100k - $150k
...PEPI - CFO Services Senior Associate (Financial Reporting Advisory) A&M CFO Services work with private equity held portfolio companies and provide our clients... ...or revised accounting standards and effective management of the financial reporting processes. CFO Services...Interim role$85k - $200k
...Overview Ankura Office of the CFO® (Ankura OCFO®)... ...be filled at the Director or Senior... ...complex accounting and financial reporting support... ...improvements and managing overall cost of financial... ...such as Chief Accounting Officer... ...facing accounting advisory consulting...Interim roleWork at office$225k
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$175k - $200k
...Vice President, Accounting Advisory About Palm Tree Palm... ...creation firm that integrates financial consulting, operational... ...firms, business operators, and management teams through strategic... ...accounting advisory, and other Office of the CFO initiatives to portfolio...Work at officeImmediate start- ...Teens4TeensHelp is currently accepting applications to join our Youth Advisory Board (YAB). Our YAB is composed of a diverse network of teens and young adults who weigh in on how our youth-led organization is run and help us ensure that our work consistently centers and...Work at office
$170k - $180k
...Deputy Chief Financial Officer Reporting to the Chief Financial Officer, the Deputy Chief Financial Officer (Deputy CFO) oversees and directs the day-to-day operations of the Controllers... ...and interpretation for senior management and executive decision-making. Communicates...Work at office$139k - $195k
...a result of continued growth within our Accounting Advisory practice, we are currently seeking a Manager for our national team that will have the flexibility... ...consulting around technical accounting and SEC financial reporting services, reviews around complex GAAP & IFRS...Work experience placementLocal areaRemote work- ..., social, and digital plans with Marketing. Provide industry advisory for account planning. Area 3 - Mature Industry Opportunities... ...product experience (preferably SAP). Business Development and/or Management Consulting experience with strong knowledge of the Mill &...Flexible hours
- Industry Executive Advisory - Mill and Mining The Industry Exec Advisor is a critical role supporting our North America Mill & Mining... ...product experience (preferably SAP) Business Development and/or Management Consulting experience - Knowledgeable on the broad Mill &...Full timeFlexible hours
$152k - $215k
...build brands and reputations. Senior Vice President - Weber Advisory & Financial Services Weber Advisory, the strategic consulting arm... ...insight-driven, integrated programs spanning reputation management, executive thought leadership, internal and change communications...$130k - $170k
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...VP Transaction Advisory Services Houlihan Lokey,... ...independent strategic and financial advice to corporations... ...executives, boards of directors, special committees,... ...Chicago, Houston or Boston office within the Transaction... ...executives and target management Manage team members...Work at officeWorldwide$145k - $225k
...independent strategic and financial advice to corporations... ...and valuation advisory. Our unmatched transaction... ...executives, boards of directors, special committees, investors... ..., Houston, or Dallas office who will be dedicated... ...and externally Managing client deliverables...Work at officeWorldwide$85k - $95k
A leading leadership advisory firm based in Chicago is seeking a highly motivated Researcher to join their team. This role involves guiding internal teams in Executive Search projects, focusing on market research and delivering high-quality client documentation. The ideal...$85k - $95k
...Executive Search, Board, and Advisory projects for multiple... ..., and knowledge management. The Researcher provides... .... Next to their financial skills these leaders need... ...At Egon Zehnder, our CFO & Audit Chair Practice... ...consultants across 64 offices and 36 countries are former...Work experience placementShift work
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