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sql tableau netsuite dynamics coupa📋 Description
- Serve CFO office clients at PE portfolio firms; build diagnostics to improve finance.
- Identify obstacles in Finance & Accounting; current state, gaps, design, remediation.
- Interact with Portfolio CFOs, Controllers, Operating Partners, and Deal Teams.
- Help execute scalable buy-and-build strategies with repeatable integration playbooks.
- Leverage Procure-to-Pay, O2C, R2R, FP&A, Close to optimize ops.
- Utilize financial systems, automation, analytics, and AI tools.
🎯 Requirements
- 8+ years of client-facing consulting/advisory experience.
- Experience delivering CFO-focused transformation initiatives.
- Exposure to Private Equity sponsors and PE-backed portfolios.
- Knowledge of core finance processes: R2R, P2P, O2C, FP&A, close.
- Experience in high-growth, transaction-oriented or fast-paced environments.
- Finance systems experience: NetSuite, Intacct, Dynamics, OneStream.
🎁 Benefits
- Healthcare options: medical, dental, vision.
- 401(k) with company matching.
- Parental leave, tech stipends, and wellness programs.
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