Manager, Strategy & Operations – Finance Transformation

Elliott Davis

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

Posted 10/9/2026full-timeCharlotte • North Carolina • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in accounting and financial advisory services, with a focus on transforming finance functions and leading finance teams. Proven ability to manage client relationships, deliver high-quality results, and implement effective accounting processes.

Highest-signal resume keywords

Public Accounting ExperienceOperational Finance LeadershipFinance TransformationTeam Development and LeadershipClient Relationship Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Accrual AccountingFinancial ReportingFP&A DevelopmentAccounting Processes ImplementationPerformance Improvement AnalysisBudget ManagementMonth-End CloseTransaction Advisory ServicesFinancial Integration ActivitiesBI Tools Implementation

Soft Skills

Analytical Problem-SolvingEffective CommunicationTime ManagementCollaborationCoaching and Development

Tools & Technologies

BI ToolsAI Utilization

Certifications & Qualifications

CPA Certification

Industry Keywords

M&A ExperiencePrivate Equity PortfolioHigh-Growth CompaniesFinance Function Transformation

About the role

Key responsibilities & impact

Deliver expert accounting and financial support to buy-side clients and assist in enhancing finance functions for acquired entities
Provide sell-side accounting and finance advisory services throughout transaction processes
Lead interim finance leadership and post-close 100-day integration activities
Convert to accrual accounting and establish opening balance sheets
Expedite month-end close and prepare reporting packages
Build out FP&A and prepare for first-year audits
Build internal finance teams and analyze opportunities to better utilize technology
Lead multiple finance transformation engagements and oversee accounting, FP&A, and technology workstreams
Implement accounting processes, policies, and procedures to address financial information gaps
Develop client business understanding, identify performance improvement opportunities, and recommend solutions
Own client relationships, engagement economics, and resource management
Identify new client pursuits and develop proposal and thought leadership content
Collaborate with acquired-entity personnel, client teams, stakeholders, and internal teams
Ensure deliverables meet deadlines and firm quality standards
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 (Senior Accountant, Manager, Controller, Director), and/or M&A experience
Ideally has worked for / with PE portfolio and other high-growth companies
Experience transforming a finance function to be a strategic partner throughout the business
High level comprehension of accounting principles coupled with ability to effectively communicate
Experience implementing BI tools and interest in utilizing 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

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)
first-class health and wellness benefits, including wellness coaching and mental health counseling
one-on-one professional coaching
Leadership and career development programs
access to Beyond: a one-of-a kind program with experiences that help you expand your life, personally and professionally