Job Summary:

Elliott Davis is a leading provider of strategic finance and CFO services to private equity portfolio and high-growth companies throughout the lower middle market and middle market. Our team of experts partners with portfolio company leadership and investors to transform legacy finance functions into the storyteller and strategic driver for their businesses. We also partner with founder and family-owned businesses as they prepare for a capital event.

In this role, you will deliver expert accounting and financial support to buy-side clients, assisting in the enhancement of the finance function for acquired entities. You will also offer sell-side accounting and finance advisory services to companies throughout the transaction process. On the buy-side, you will play a key role in post-close activities such as providing interim leadership support through the 100-day integration plan including items such as converting to accrual accounting, establishing the opening balance sheet, expediting month-end close, preparing reporting packages, building out FP&A, preparing for the first year audit, building out the internal team, and analyzing opportunities to better utilize technology throughout the finance function. On the sell-side, you will help companies elevate their finance function to be more data driven and tell the narrative of business performance as well as develop a strategic roadmap, then serve as an advisor throughout the sell-side or capital raise process.

Responsibilities:

Provide timely, high quality client service that meets or exceeds client expectations
Lead multiple finance transformation engagements and oversee workstreams including accounting, FP&A, and/or technology, often as part of interim finance leadership – both buy-side post close and sell-side preparation and diligence support.
Address and rectify financial information gaps by implementing robust accounting processes, policies, and procedures to ensure the generation of accurate financial data
Assist with preparation of opening balance sheets and post-close purchase price adjustments
Develop an understanding of the client's business and recognize key performance drivers, trends and developments and identify performance improvement opportunities and recommend creative solutions to complex issues and broaden our business relationships where possible
Be growth motivated, own client relationships and oversee engagement economics and management of resources
Identify new client pursuits, develop proposal and thought leadership content, and be visible in the market
Lead conversations with teams, clients and stakeholders to build trust
Collaborate closely with personnel from the acquired entity as well as client teams to facilitate smooth engagement execution
Ensure all deliverables are completed on time and meet the firm’s quality standards
Oversee engagement operations, including staff scheduling and budget management
Create a collaborative team environment and motivate team through communication and actions
Coach and develop team members
Other duties within the scope of the practice

Requirements:

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 (building the bridge from accounting to FP&A to strategy)
High level comprehension of accounting principles coupled with ability to effectively communicate
Forward-thinking, interested in intersection of finance and technology – experience implementing BI tools and looking for opportunities to utilize AI
Experience in 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

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Elliot Davis

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Manager, Strategy & Operations, Finance Transformation