Job Description:
• Lead the development and delivery of services
• Serve as the primary relationship manager for 3–5+ Private Equity sponsors, owning origination, expansion, and account strategy across Manufacturing & Industrials portfolio companies
• Leading the execution of FP&A projects in the space; providing leadership to the project team as well as guiding the direction of the engagement for successful outcomes
• Architect and guide the team through the development of board-ready reporting packages, budgets, forecasts, lender reporting models, and 13-week cash flow forecasts
• Advise clients on the appropriate technology stack for their business, with familiarity across common industrial platforms such as SAP, Oracle Fusion, Infor SyteLine, NetSuite, OneStream, SQL, Tableau, and Power BI
• Partner with existing leadership to further develop industrial and manufacturing service offerings, including go-to-market strategy, recruiting, training, and sales enablement
• Oversee multiple concurrent delivery teams, ensuring quality assurance, risk mitigation, and target margin performance
• Embed firm-approved AI tools to accelerate diagnostics, variance analysis, and narrative generation in accordance with data protection and IP policies
• Stay informed about emerging AI techniques and collaborate with firm leadership to identify compliant opportunities to enhance client solutions and internal processes
• Recruit, coach, and promote top talent
• Mentor team members by providing ongoing feedback, resolving multi-faceted issues, and supporting career progression
• Publish insights, speak at PE portfolio forums, and lead benchmarking initiatives that drive market visibility
• Contribute to developing and implementing firm-approved, AI-enabled solutions for clients, in accordance with company policies on data protection, intellectual property, and professional standards.
• Create new service offerings and delivery methodologies aligned to sponsor needs
• Own personal origination and sales targets; steward pipeline and contribute to firm growth
Requirements:
• 10-15+ years of experience, including 7-9+ years in Manufacturing & Industrials FP&A with Private Equity-backed exposure and board-level engagement
• Demonstrated ability to solve ambiguous, complex problems without clear direction or precedent
• Comfortable operating in unstructured environments, building process and clarity where none exists
• Takes ownership and accountability — figures things out rather than waiting for instructions
• Resilient under pressure; can push through obstacles, incomplete information, and setbacks
• Proven track record owning annual origination and expansion targets
• Experience leading multi-workstream programs across several portfolio companies simultaneously
• Executive communication skills with ability to deliver crisp, data-driven materials to C-suite and boards
• Familiarity with, or the ability to quickly learn and independently navigate, common enterprise technology platforms, including SAP, Infor SyteLine, Oracle Fusion, NetSuite, OneStream, SQL, Tableau, and Power BI
• Demonstrated ability to responsibly explore and adopt firm-approved AI tools to enhance productivity and innovation
Benefits:
• Comprehensive healthcare options, including medical, dental, and vision coverage
• Flexible spending accounts
• 401(k) with company matching
• Generous parental and maternity leave policies
• Technology stipends
• Wellness reimbursement programs