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Lead finance transformation initiatives for private equity-backed portfolio companies, modernizing their finance operations and improving key processes. Engage with CFOs and other leaders to define and execute strategic plans while mentoring teams and contributing to business growth.

The Associate Director - FP&A will enhance finance functions for private equity clients, lead financial management implementations, mentor team members, and contribute to AI-enabled solutions, leveraging 9+ years of FP&A experience.

As Director FP&A, you'll lead client delivery and business development in Private Equity, overseeing finance functions and mentoring teams while driving operational enhancements and strategic initiatives.

Lead Salesforce implementation engagements: design, configure, and optimize multi-cloud solutions; manage projects, timelines, budgets, and teams; perform business analysis, solution design, testing, go-live, change management, and post‑launch support. Guide integrations, third‑party apps, and AI-enabled solutions while ensuring delivery quality and client relationship management.

Lead Salesforce declarative configuration and architecture across the full project lifecycle. Serve as SME for advanced Flow and platform features, mentor junior configurators, collaborate with analysts and developers, drive scalable solutions, and support client discovery, deployment, and AI-enabled initiatives.

The Manager of FP&A will enhance finance functions for private equity portfolio companies by developing budgets, forecasts, and financial reports, while mentoring team members and maintaining client relationships.

Design, develop, and document Salesforce solutions (Apex, LWC, Visualforce) and integrations; lead small developer teams; build APIs, data migrations, and test plans; ensure code quality and mentor others while evaluating and adopting AI-enabled tools.

Design, build, and maintain custom Salesforce solutions (Apex, LWC, Visualforce, SOQL/SOSL), automations, Experience Cloud sites, and REST/SOAP integrations. Troubleshoot issues, document requirements, support clients, and adopt firm-approved AI-enabled tools. Collaborate with project teams and travel to client sites as needed.

Serve as a trusted Salesforce consultant delivering configuration, administration, customization, and performance monitoring across multi-cloud Salesforce environments. Collaborate with clients and dev teams to analyze business processes, implement enhancements, troubleshoot issues, and adopt firm-approved AI-enabled solutions while ensuring data protection and best practices.

As a Private Equity Advisory Manager, you will lead finance, strategy, and accounting projects for Private Equity clients, contributing to operational enhancements in their investment portfolios.