HYBRID ROLE – Strategic Initiatives Finance Manager – Private Equity Firm

You know what would be awesome? Spending time enjoying summer. You know what else would be awesome? A higher paying role that respects your work-life balance.

The salary range for this position is $165,000-$185,000 plus bonus, and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this role please send your resume to john.sadofsky@roberthalf.c0m

Responsibilities

• Lead and support initiatives to improve how financial information is produced, managed, and used across the Firm, spanning forecasting, reporting, and underlying data processes

• Own and enhance elements of the Firm’s forecasting and planning processes, ensuring models, assumptions, and outputs are supported by consistent methodologies and reliable data

• Drive the design, implementation, and continuous improvement of finance processes, including forecasting cycles, reporting workflows, and data management practices

• Support the implementation and optimization of financial systems, reporting tools, and dashboards (e.g., Power BI), with a focus on scalability, usability, and automation

• Evaluate and enhance the Firm’s control environment through process improvements, automation, and AI-enabled solutions to increase efficiency, strengthen controls, and reduce reliance on manual processes.

• Establish and maintain standardized definitions, drivers, and assumptions used across planning and reporting, contributing to a consistent “single source of truth”

• Develop and deliver financial analyses, scenario modeling, and reporting materials for senior leadership, ensuring outputs are clear, decision-oriented, and grounded in well structured processes

• Implement and enforce controls, validation checks, and governance practices to ensure accuracy and integrity of financial data and forecasting inputs

• Continuously evaluate opportunities to scale and streamline finance operations as the Firm grows in size and complexity, proactively introducing improvements to systems, workflows, and planning capabilities

Experience and Skills

• Bachelor's degree in Business, Finance, Accounting, or a related field, with FP&A or strategic finance experience.

• 6+ years of progressive experience in fields related to finance, strategy, analytics or accounting

• Strong understanding of financial statements, cash flow dynamics, and performance drivers

To apply to this role please send your resume to john.sadofsky@roberthalf.c0m

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