Job Description

General information

Name
Senior Consultant, CFO & Business Consulting – PE Value Creation
Posting Title
Senior Consultant, CFO & Business Consulting – PE Value Creation
Ref #
2236363
Date Published
Monday, February 2, 2026
City
Charlotte
State
North Carolina
Country
United States
Job Category
Risk Advisory
Advertised Location
US-GA-Atlanta, US-IL-Chicago, US-IL-Chicago, US-NC-Charlotte, US-NY-New York, US-TX-Dallas, US-VA-Tysons
Working time
Full Time

Description & Requirements

The Private Equity Value Creation team accelerates operational and financial performance across portfolio companies through targeted, execution‑focused transformation. From optimizing accounting processes to enhancing the use of financial systems and data, the team helps companies scale efficiently and unlock measurable value. By combining deep finance operations expertise with technology‑enabled solutions and hands‑on implementation, the group improves cash flow, strengthens controls, and drives sustainable profitability—delivering results aligned to each fund’s value‑creation thesis.
What You Will Do 

• Support delivery of value‑creation initiatives for private equity clients by managing day‑to‑day workstream execution and ensuring high‑quality deliverables that drive finance and accounting process improvements
• Translate value‑creation objectives into actionable steps, leveraging strong knowledge of P2P, O2C, and C2R/R2R processes and identifying opportunities to enhance workflows through technology
• Engage directly with clients, supporting communication, gathering requirements, and providing insights grounded in data and process analysis
• Perform financial and operational analyses, such as process diagnostics, KPI development, and Excel‑based modeling to quantify improvement opportunities
• Assess and support optimization of financial systems (e.g., QuickBooks, NetSuite, Microsoft Dynamics, Sage) to improve automation, controls, and scalability
• Review and refine workstream deliverables to ensure accuracy, clarity, and alignment with client objectives and firm methodologies
• Contribute to practice development, including building tools, templates, and methodologies that enhance efficiency and delivery quality
• Assist with business development efforts by supporting proposals, creating analyses for pitches, and identifying follow‑on opportunities within portfolio companies
• Support the execution and enhancement of month‑end close processes, including cash‑to‑accrual and GAAP conversions for newly acquired or transitioning entities
• Assist in building and standardizing financial reporting packages, including board‑ready monthly reporting, KPIs, and forecasting tools
• Contribute to the development and refinement of financial forecasts, budgets, and long‑range models in support of investment thesis execution
• Prepare management‑ and lender‑focused reporting materials, including technology assessment summaries and future‑state roadmaps, under the guidance of engagement leadership
• Partner with client finance teams to help implement best practices related to policy adherence, workflow discipline, and cross‑functional collaboration
• Apply financial reporting and accounting policy knowledge to support the design and documentation of processes and internal controls 

Minimum Qualifications 

• Bachelor’s degree 
• 2+ year(s) of relevant experience in public accounting or industry
• Proficiency in Microsoft Office Suite

Preferred Qualifications: 

• Master’s degree in Accounting, Finance, or Business
• CPA License
• Prior consulting experience
• Experience with ERP systems

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