Neos Talent · 22 hours ago
Managing Director
Chicago, IL
Full-time
Hybrid
Director/Executive
$275K/yr - $350K/yr
15+ years expNeos Talent is a fast-growing, private equity–backed advisory firm focused on delivering high-impact finance and analytics solutions to middle-market clients. The Managing Director will play a pivotal role in scaling the Office of the CFO offering, partnering closely with C-suite executives and private equity sponsors on complex value-creation initiatives.
Responsibilities
Lead end-to-end strategic finance and analytics engagements delivering measurable value
Advise CEOs, CFOs, PE sponsors, and lenders on FP&A, budgeting, forecasting, and scenario planning
Design and implement driver-based financial models and decision-support tools
Build KPI frameworks and analytics solutions leveraging tools such as Power BI, Tableau, SQL, Python, and modern data platforms
Support clients through M&A, carve-outs, operating model transformations, and finance technology implementations
Manage multiple concurrent engagements in fast-paced, high-stakes environments
Originate and sell new engagements across sponsor and executive networks
Build, mentor, and scale teams of finance and analytics professionals
Contribute to thought leadership and service innovation within the OCFO practice
Support internal training, recruiting, and firm-building initiatives
Qualification
Required
15+ years of experience in strategic finance, FP&A, investment banking, or management consulting
Strong background advising middle-market companies, ideally in private equity–backed environments
Proven business builder with experience owning ~$4M+ in annual revenues
Deep expertise in financial modeling, forecasting, and advanced analytics
Strong bias toward technology-enabled finance transformation and automation
Confident executive presence with credibility at C-suite and sponsor level
Entrepreneurial mindset with a track record of growth and ownership
Bachelor's degree in Finance, Accounting, Economics, or related field
Willing to work in-office four days per week and travel to client sites as required
Preferred
MBA, CPA, or CFA strongly preferred
Company
Neos Talent
Neos is a specialist Staffing & Recruitment Search firm in Consultancy & Professional Services across Change; Finance & Technology We believe in the power of new beginnings and the transformative impact that the right talent can bring to your business.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase