Manager, Strategy & Operations – Finance Transformation

Elliott Davis

. Deliver expert accounting and financial support to buy-side clients and enhance finance functions for acquired entities .

Posted 11/6/2026full-timeRemote • United StatesMid-LevelSenior💰 $98,000 - $170,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in accounting and finance transformation, providing strategic leadership and advisory services to enhance finance functions for buy-side and sell-side clients. Capable of building internal finance teams, implementing BI tools, and driving performance improvements while ensuring high-quality deliverables.

Highest-signal resume keywords

Finance Transformation LeadershipM&A ExperienceBI Tool ImplementationTeam Development and LeadershipCPA Certification

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Accrual AccountingFinancial Planning and Analysis (FP&A)Month-End ClosePurchase Price AdjustmentsFinancial ReportingPerformance AnalysisStrategic Finance RoadmapsBudget ManagementClient Relationship ManagementOperational Finance Leadership

Soft Skills

Analytical Problem-SolvingEffective CommunicationTime ManagementCollaborationCoaching and Development

Tools & Technologies

Business Intelligence (BI) ToolsArtificial Intelligence (AI) Utilization

Certifications & Qualifications

CPA Certification

Industry Keywords

Public AccountingPrivate EquityHigh-Growth CompaniesFinance Advisory ServicesTransaction Processes

About the role

Key responsibilities & impact

Deliver expert accounting and financial support to buy-side clients and enhance finance functions for acquired entities
Provide sell-side accounting and finance advisory services throughout transaction processes
Lead multiple finance transformation engagements and oversee accounting, FP&A, and/or technology workstreams
Provide interim finance leadership during buy-side post-close activities and sell-side preparation and diligence
Convert to accrual accounting, establish opening balance sheets, and prepare post-close purchase price adjustments
Expedite month-end close and prepare reporting packages
Build FP&A capabilities and prepare for first-year audits
Build internal finance teams and analyze technology opportunities, including BI and AI utilization
Develop strategic finance roadmaps and advise throughout sell-side or capital raise processes
Identify performance drivers, trends, improvement opportunities, and creative solutions
Own client relationships, engagement economics, resource management, and new client pursuits
Develop proposal and thought leadership content and maintain market visibility
Lead conversations with teams, clients, and stakeholders
Collaborate with acquired-entity personnel and client teams
Ensure timely, high-quality deliverables
Oversee staff scheduling and budget management
Create a collaborative team environment and coach and develop team members

Requirements

What you’ll need

5+ years of public accounting, operational finance leadership, and/or M&A experience
Ideally worked for or with private equity portfolio and other high-growth companies
Experience transforming a finance function into a strategic partner across the business
High-level comprehension of accounting principles and ability to communicate effectively
Experience implementing BI tools and identifying opportunities to utilize AI
Experience hiring, developing, and leading a finance team
Excellent written, verbal, and presentation skills
Strong analytical and problem-solving ability
Effective time management skills
CPA Certification is a plus, but not required

Benefits

Comp & perks

Medical, dental, and vision insurance
401(k) plan with company contributions
Generous time away and paid firm holidays, including the week between Christmas and New Year’s
Flexible work schedules
16 weeks of paid maternity and adoption leave
8 weeks of paid parental leave
4 weeks of paid caregiver leave once eligible
Wellness coaching and mental health counseling
One-on-one professional coaching
Leadership and career development programs
Access to Beyond, a program with personal and professional development experiences