At a Glance
- Tasks: Lead growth initiatives and build relationships with top executives in a dynamic advisory firm.
- Company: Fast-growing, private equity-backed advisory firm with a collaborative culture.
- Benefits: High earning potential, equity participation, and opportunities for significant impact.
- Other info: Join a non-political environment with access to diverse service lines.
- Why this job: Shape the future of a thriving practice while driving value for clients.
- 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
- 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
- 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.
Senior Managing Director - OCFO Advisory 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 significant opportunities for professional development and the chance to make a tangible impact on the future of our practice. With attractive compensation linked to business generation and a strong emphasis on building trusted relationships, we are committed to supporting our employees in achieving meaningful and rewarding careers.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Managing Director - OCFO Advisory
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Neos Talent. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Senior Managing Director - OCFO Advisory
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Neos Talent.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Neos Talent's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Neos Talent
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Neos Talent.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Neos Talent will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Neos Talent employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
