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Director of Strategic Initiatives & Finance Operations

A private equity-backed, high-growth B2B services and technology business headquartered in New York is seeking a Director of Strategic Initiatives & Finance Operations. This individual will work closely with the President and executive team to drive financial strategy, cross-functional alignment, and M&A integration across a scaling organization. Reporting directly to the President, this highly visible role will lead initiatives that align company-wide execution with strategic objectives, provide analytical insights to support decision-making, and manage value creation through acquisitions and post-close optimization.

This position is ideal for someone with strong FP&A and operational finance acumen who thrives in fast-paced, PE-backed environments and is ultimately aiming to grow into a CFO role over time.

Location

The company is based in New York, and the ideal candidate is located there as well.

Key Responsibilities

• Lead the company’s strategic planning efforts, ensuring alignment and coordination across the senior leadership team to drive clear priorities and sound decision-making.

• Take ownership of key phases of the M&A process, including due diligence, financial modeling, and post-close integration, to ensure both operational efficiency and cultural alignment.

• Act as a strategic finance advisor to executive leadership, applying analytical rigor and financial insight to address organizational challenges and guide change initiatives.

• Collaborate with the President, CEO, and Board to design and execute strategic initiatives that fuel scalable growth, enhance operational effectiveness, and improve profitability.

• Continuously evaluate and refine financial processes, including budgeting, forecasting, and board reporting, with a focus on scalability and best-in-class practices.

Qualifications

• 7+ years of progressive experience in corporate strategy, finance, FP&A, or business operations; a background in investment banking or management consulting is a strong plus.

• Advanced Excel skills and deep expertise in financial modeling and data analysis.

• Direct involvement in M&A transactions, particularly in execution and integration stages, even if not originating deals.

• Demonstrated success in leading cross-functional projects and driving transformation across diverse teams.

• Familiarity with executive-level and board-facing reporting, including KPIs and performance management frameworks.

• Bachelor’s degree required; MBA or advanced degree in finance, economics, or a related field strongly preferred.

• A self-starter with intellectual curiosity, excellent executive communication abilities, and a proven ability to thrive in high-paced, high-accountability environments.

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