At a Glance
- Tasks: Lead growth initiatives and build relationships with top executives and investors.
- Company: Fast-growing advisory firm backed by private equity, focused on CFO advisory and value creation.
- Benefits: High earning potential, equity participation, and a collaborative culture.
- Other info: Opportunity to work in a non-political environment with significant career growth.
- Why this job: Shape the future of a dynamic practice and make a real impact in the industry.
- Qualifications: 15+ years in consulting or finance with strong relationship-building skills.
Locations: Chicago, New York, Dallas, Boston, Los Angeles, Philadelphia, Florida, Atlanta (4 days per week in any of these offices)
Compensation: $750,000 – $1,000,000+ Total Earnings Potential
Neos Talent has been retained to support a high-growth, private equity-backed advisory firm that is rapidly expanding its CFO Advisory and Value Creation platform across the United States. We are seeking a commercially driven Managing Director to help build market presence, deepen client relationships, and drive growth within a successful and highly entrepreneurial practice.
This opportunity is ideally suited to someone who enjoys originating opportunities, building trusted relationships with investors and executives, and helping middle-market businesses solve complex financial and operational challenges. While delivery leadership remains important, this is first and foremost a growth-oriented leadership role with a strong emphasis on business development, client acquisition, and practice building.
Key Responsibilities
- Develop and expand relationships with private equity sponsors, operating partners, lenders, investment bankers, and C-suite executives
- Originate and lead advisory engagements across CFO advisory, finance transformation, FP&A, performance improvement, M&A integration, value creation, and operational finance
- Act as a trusted advisor to CEOs, CFOs, Boards, investors, and portfolio company leadership teams
- Drive go-to-market initiatives and identify cross-selling opportunities across multiple advisory service lines
- Lead, mentor, and develop consulting teams while maintaining executive oversight of client engagements
- Contribute to the continued growth, strategy, and market positioning of the practice
Ideal Background
- 15+ years of consulting, advisory, operating, finance, transformation, restructuring, or value creation experience
- Demonstrated success building senior-level relationships and generating revenue opportunities
- Experience working with private equity firms, portfolio companies, and middle-market organisations
- Strong executive presence with the ability to engage credibly with Boards, CEOs, CFOs, and investors
- Entrepreneurial mindset with a desire to help build and scale a growing platform
- Background from a leading advisory, consulting, restructuring, transaction, or value creation environment, or from an operational leadership role within a sponsor-backed business
Why Consider This Opportunity?
- Join one of the fastest-growing advisory platforms in the market
- Significant opportunity to shape and influence the future direction of the practice
- Strong private equity relationships and consistent deal flow
- Collaborative, non-political culture with access to multiple service lines
- Attractive economics directly linked to business generation and practice growth
- Equity participation opportunity
- Ability to make a visible impact within a growth-oriented platform rather than a large, mature consulting hierarchy
If you have a track record of developing client relationships, generating opportunities, advising investors, and helping businesses create value, we would welcome a confidential discussion.
Managing Director - Office of the CFO employer: Neos Talent
As a rapidly expanding private equity-backed advisory firm, we offer an exceptional work environment that fosters entrepreneurial spirit and collaboration across our offices in major cities like Chicago, New York, and Los Angeles. Our culture prioritises growth and innovation, providing ample opportunities for professional development and the chance to make a significant impact on the future of our practice. With attractive compensation linked to business generation and the potential for equity participation, we are committed to rewarding our employees for their contributions to our success.
StudySmarter Expert Advice🤫
We think this is how you could land Managing Director - Office of the CFO
✨Network Like a Pro
Get out there and connect with people in the industry! Attend networking events, join relevant LinkedIn groups, and don’t be shy about reaching out to potential contacts. Building relationships is key, especially for a role like Managing Director where trust and connections matter.
✨Showcase Your Expertise
When you get the chance to meet with potential employers or clients, make sure to highlight your experience and successes. Share specific examples of how you've driven growth and created value in previous roles. This will help you stand out as a strong candidate who can deliver results.
✨Leverage Social Media
Use platforms like LinkedIn to your advantage! Share insights, articles, and your thoughts on industry trends. This not only showcases your knowledge but also helps you connect with others in the field. Plus, it’s a great way to stay on the radar of hiring managers.
✨Apply Through Our Website
Don’t forget to apply directly through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who take that extra step to engage with us directly.
We think you need these skills to ace Managing Director - Office of the CFO
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that align with the Managing Director role. Highlight your experience in building relationships and driving growth, as these are key aspects of the job.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to tell us why you're passionate about this opportunity and how your background makes you the perfect fit for our team. Be specific about your achievements in advisory and client engagement.
Showcase Your Entrepreneurial Spirit:We love candidates who have an entrepreneurial mindset! In your application, share examples of how you've driven business development or led initiatives that resulted in significant growth or value creation.
Apply Through Our Website:To ensure your application gets the attention it deserves, make sure to apply through our website. This way, we can easily track your application and get back to you quickly!
How to prepare for a job interview at Neos Talent
✨Know Your Numbers
As a Managing Director, you'll need to demonstrate your financial acumen. Brush up on key metrics and trends in CFO advisory and value creation. Be ready to discuss how you've driven growth and improved performance in past roles.
✨Build Your Story
Prepare a compelling narrative about your career journey. Highlight your experience in building relationships with C-suite executives and private equity firms. Make sure to include specific examples of how you've originated opportunities and led successful engagements.
✨Showcase Your Leadership Style
This role requires strong leadership skills. Be prepared to discuss your approach to mentoring teams and driving go-to-market initiatives. Share examples of how you've developed consulting teams and contributed to practice growth in previous positions.
✨Research the Firm
Understand the firm's market positioning and recent successes. Familiarise yourself with their service lines and client base. This will not only help you tailor your responses but also show your genuine interest in contributing to their growth.
