Senior 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 StatesSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in accounting and financial support for buy-side clients, with a strong focus on finance transformation, team leadership, and strategic partnership development. Proficient in managing client relationships, overseeing finance functions, and implementing effective accounting processes.

Highest-signal resume keywords

Finance Transformation LeadershipPublic Accounting ExperienceM&A Advisory ServicesTeam Development and CoachingClient Relationship Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Accounting PrinciplesFinancial AnalysisFP&AAccrual AccountingBudget ManagementFinancial ReportingPerformance ImprovementBI Tools ImplementationPost-Close Purchase Price AdjustmentsMonth-End Close

Soft Skills

Analytical Problem-SolvingEffective CommunicationTime ManagementTeam MotivationCollaboration

Tools & Technologies

AI Utilization in FinanceFinancial Software

Certifications & Qualifications

CPA Certification

Industry Keywords

Buy-Side ClientsSell-Side AdvisoryPrivate EquityHigh-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 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 support
Lead 100-day integration activities, including converting to accrual accounting, establishing opening balance sheets, expediting month-end close, preparing reporting packages, building FP&A, preparing for the first-year audit, building the internal team, and analyzing technology opportunities
Address financial information gaps by implementing accounting processes, policies, and procedures
Prepare opening balance sheets and post-close purchase price adjustments
Analyze client business drivers, trends, developments, and performance improvement opportunities
Own client relationships, engagement economics, and resource management
Identify new client pursuits and develop proposal and thought leadership content
Lead conversations with teams, clients, and stakeholders
Collaborate with acquired-entity personnel and client teams
Ensure deliverables meet deadlines and firm quality standards
Oversee staff scheduling and budget management
Create a collaborative team environment and motivate team members
Coach and develop team members
Perform other duties within the scope of the practice

Requirements

What you’ll need

8+ years of public accounting, operational finance leadership (Controller, Director, VP Finance, CFO), 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
Interest in utilizing AI throughout the finance function
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