My client, a modern financial advisory firm, is looking to add a manager-level hire to their team.

The firm works hands-on with founder-led and growth-stage companies. The firm partners directly with leadership teams to strengthen financial decision-making, build scalable infrastructure, and support disciplined growth.

The Opportunity…

This role represents a transition point—from senior financial expertise into broader operating leadership.

You will enter with strong finance fundamentals and expand your scope to include:

• Ownership of complex, cross-functional business challenges
• Leadership of senior client relationships
• Decision-making under ambiguity
• Coaching and development of junior team members
• Strategic advising to founders and executives

What You’ll Do…

You will be embedded within growing, founder-led businesses, owning high-impact problems from end to end. While finance is the foundation, the role is deeply operational and strategic in nature.

Responsibilities include:

• Leading financial planning, forecasting, and operating model design
• Managing cash flow and capital planning across multiple client organizations
• Overseeing or partnering on accounting and close processes
• Serving as a trusted finance and strategy advisor to founders and CEOs
• Designing investor-ready financial systems and reporting
• Leading and developing consultants across concurrent engagements
• Translating complex analysis into clear executive-level recommendations
• Presenting insights to leadership teams and boards

Who This Role Is For…

This role is well suited for someone who:

• Has led core senior finance functions (FP&A, forecasting, cash management, executive or board reporting) in a complex or high-growth environment
• Wants to expand beyond finance into broader operating leadership
• Is comfortable making decisions with incomplete information
• Prioritizes outcomes over scope management
• Actively seeks feedback and uses it to improve leadership effectiveness
• Is motivated by responsibility and impact rather than title alone

Role Scope & Level:

• Senior Manager / Director equivalent
• Typically 4–8+ years in finance, consulting, or operating roles

Common Backgrounds:

• Senior finance leader at a growth-stage company
• Manager or Principal at a consulting or advisory firm
• Early-stage CFO or Head of Finance

Minimum Qualifications

• 6+ years of experience in finance, consulting, or operating roles
• Advanced financial modeling and forecasting expertise
• Experience advising senior executives
• Strong written and verbal communication skills
• Comfort operating in high-growth, ambiguous, or unstructured environments