E78 · 1 week ago
Performance Improvement Director (FP&A)
United States
Full-time
Remote
Senior Level, Lead/Staff
$180K/yr - $250K/yr
10+ years expE78 is a business advisory firm focused on serving corporate leaders and private equity sponsors. The Performance Improvement Director will develop financial strategies, lead delivery teams, and enhance finance processes to meet client needs and drive value creation.
AccountingConsultingFinancial ServicesProfessional Services
Hiring Manager
Jaime Chisolm, MBA
Responsibilities
Design and structure templates for data collection and analysis
Conduct in-depth research of internal intellectual capital and external benchmarks
Lead interviews with key stakeholders to gather qualitative insights
Consolidate and organize collected data for actionable insights
Develop hypotheses based on data analysis to inform strategic decision-making
Create robust financial and operational models to support business transformation initiatives
Conduct benchmarking and process analysis to identify opportunities for improvement
Synthesize qualitative data from interviews and workshops into actionable insights
Prepare and deliver high-quality presentations for clients, communicating findings and recommendations effectively
Lead and execute finance process improvement initiatives across key areas such as Record to Report, Procure to Pay, Order to Cash, FP&A, and Treasury
Spearhead finance transformation efforts in areas including finance strategy, operating model improvement, organizational assessments, shared services/outsourcing, merger integration, and FP&A optimization
Manage the design and implementation of process enhancements to drive efficiency, scalability, and value across the finance function
Provide leadership in the planning and execution of Advisory engagements, ensuring work plans, timelines, and resources are managed effectively
Oversee and mentor project teams, offering guidance on business process analysis, future state process design, data analysis, and risk mitigation strategies
Play a key role in the professional development of staff, including resource allocation, performance management, and career coaching
Contribute to the development of intellectual capital, including frameworks, methodologies, and thought leadership
Assist in the preparation of client proposals, leveraging expertise to support business development efforts and grow the practice
Qualification
Required
Bachelor's degree in Accounting or Finance; CPA designation preferred
An MBA or other relevant advanced professional qualification is highly desirable
10+ years of consulting and/or industry experience, with a focus on finance transformation, process improvement, M&A, and organizational change
Finance Function Efficiency & Effectiveness: Benchmarking, process analysis, and redesign; financial modeling; operational improvements; finance operating model design and implementation
Key Financial Processes: Experience in Order to Cash, Procure to Pay, Record to Report, Financial Planning & Analysis (FP&A), Budgeting, Forecasting, and Management Reporting
M&A: Experience in financial due diligence, financial modeling (i.e., synergy analysis), integration planning, and post-merger integration
Shared Services & Outsourcing: Design and implementation of shared services models; business process outsourcing (BPO), including outsourcing business case development and vendor selection facilitation
Proven ability to manage complex engagements, provide strategic direction, and deliver results in dynamic, fast-paced environments
Demonstrated leadership and team management experience, with the ability to direct, mentor, and develop junior staff
Preferred
Strong analytical, quantitative, and problem-solving skills and the ability to handle complex and large data sets
Proficient in financial modeling, valuation, and accounting principles and methodologies
Excellent communication, presentation, and interpersonal skills and the ability to work effectively with clients and team members at all levels
Proficient in Microsoft Office, especially Excel, PowerPoint, and Word. Experience with financial software, such as Power BI and Adaptive is a plus
Self-motivated, proactive, and detail-oriented and the ability to work independently and under pressure
Benefits
Bonus
Company
E78
E78 delivers platinum-level advisory, talent, and managed services that address the critical finance, technology, and transformation challenges faced by corporate leaders and PE sponsors across the middle market through Fortune 500 companies.
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
unknownKey Investors
Further Global Capital Management
2021-12-02Private Equity
Leadership Team
John Signa
Founder & CEO
Alek Mikolajczyk, CPA
Executive Consultant CFO
Recent News
2025-08-19
2025-07-01
globallegalchronicle.com
2025-06-28
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