West Monroe
Are you ready to make an impact? We are seeking a high-performing and multidimensional Manager of Strategic Finance to help drive value creation, financial discipline, investor engagement, and risk oversight at our fast-paced, PE-backed business & technology consulting firm.
This high-impact role is central to informing the firm’s strategic direction — leading the development of forward-looking financial strategies including scenario-based planning, capital structure optimization, strategic investment analysis, corporate development support and enterprise valuation initiatives to accelerate value creation and drive long-term growth.
You will support the development and execution of the value creation plan, including playing a role in the firm’s investor and lender engagement. You will also play a central role in preparing for a future liquidity event (e.g., sale or recapitalization), including supporting capital structure optimization, equity story development, board communications, and due diligence processes.
Key Responsibilities
Support the development of investment thesis and value creation plan aligned to firm strategy; Lead budgeting, forecasting, and long-range planning aligned value creation plans Build robust business cases and lead scenario-based financial modeling to guide executive decision-making across high-stakes initiatives (e.g., new market launches, platform integrations, M&A) Analyze profitability, pricing, SG&A, and working capital to identify margin improvement and growth levers Partner closely with business leaders and corporate development to vet investment opportunities with financial and strategic lens. Support M&A diligence, modeling, and post-deal integration Drive implementation of financial performance improvement initiatives across the business and support firm initiatives including new service lines, business expansion and new big bets Track, report progress against the value creation plan/strategic scorecard; recommend pivots to drive greater value creation and growth Long-Term Planning & Valuation
Lead annual valuation process to optimize share price Own development of five-year financial outlooks, supporting strategic planning, board reporting, and exit scenario analysis Provide valuation analysis (DCF, comparables, transaction multiples) in alignment with stakeholder expectations and market dynamics Investor Relations & Board Support
Build and maintain investor-facing documents (e.g., CIM, KPIs, equity story, forecast models) for a current & potential investors, potential sale, recapitalization, or refinancing Lead readiness initiatives such as KPI standardization, reporting automation, and data room preparation Support preparation and delivery of board materials, investor updates, and covenant compliance reports Manage communications with investors regarding equity story, business performance, strategic initiatives, and financial outlook Prepare executive-level insights and financial communications aligned to investor expectations Capital Strategy & Risk Oversight
Assist in evaluating and optimizing the firm’s capital structure, including debt refinancing, recapitalizations, or strategic funding alternatives Support maintaining an enterprise risk framework to identify, assess, and monitor strategic, financial, operational, and compliance risks Partner with business leaders to develop mitigation plans for high-priority risks (e.g., client concentration, talent risk, compliance gaps, cyber) Integrate risk insights into financial planning, forecasting, and board reporting Qualifications
5–10 years of experience in investment banking, private equity, consulting or strategic finance in a PE-backed company Advanced financial modeling and business case development Experience preparing investor and board materials; confident interacting with executive level audiences Familiarity with capital structure mechanics, debt covenants, and exit processes Strong project management skills and ability to drive implementation of initiatives Deep understanding of professional services metrics (utilization, realization, contribution margin) Strong proficiency in Excel and financial systems; BI tools a plus (e.g., Tableau, Power BI) Bachelor’s degree in Finance, Accounting, Economics, or related field; MBA, CPA, or CFA a plus Preferred Attributes
Proven track record operating in high-growth, PE-backed environments Strong executive presence and ability to influence cross-functional leaders Comfortable working across strategy, operations, finance, and investor-facing responsibilities Detail-oriented, structured thinker with a high degree of ownership and urgency Transaction experience (e.g., M&A, recapitalization, exit prep) highly preferred Based on pay transparency guidelines, the salary range for this role can vary based on your proximity to one of our West Monroe offices. Information on our competitive total rewards package, including our bonus structure and benefits is available. Employees (and their families) are covered by medical, dental, vision, and basic life insurance. Employees are able to enroll in our company’s 401k plan, purchase shares from our employee stock ownership program and be eligible to receive annual bonuses. West Monroe is an Equal Employment Opportunity Employer. We believe in treating each employee and applicant for employment fairly and with dignity. We base our employment decisions on merit, experience, and potential, without regard to race, color, national origin, sex, sexual orientation, gender identity, marital status, age, religion, disability, veteran status, or any other characteristic prohibited by federal, state or local law.
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Support the development of investment thesis and value creation plan aligned to firm strategy; Lead budgeting, forecasting, and long-range planning aligned value creation plans Build robust business cases and lead scenario-based financial modeling to guide executive decision-making across high-stakes initiatives (e.g., new market launches, platform integrations, M&A) Analyze profitability, pricing, SG&A, and working capital to identify margin improvement and growth levers Partner closely with business leaders and corporate development to vet investment opportunities with financial and strategic lens. Support M&A diligence, modeling, and post-deal integration Drive implementation of financial performance improvement initiatives across the business and support firm initiatives including new service lines, business expansion and new big bets Track, report progress against the value creation plan/strategic scorecard; recommend pivots to drive greater value creation and growth Long-Term Planning & Valuation
Lead annual valuation process to optimize share price Own development of five-year financial outlooks, supporting strategic planning, board reporting, and exit scenario analysis Provide valuation analysis (DCF, comparables, transaction multiples) in alignment with stakeholder expectations and market dynamics Investor Relations & Board Support
Build and maintain investor-facing documents (e.g., CIM, KPIs, equity story, forecast models) for a current & potential investors, potential sale, recapitalization, or refinancing Lead readiness initiatives such as KPI standardization, reporting automation, and data room preparation Support preparation and delivery of board materials, investor updates, and covenant compliance reports Manage communications with investors regarding equity story, business performance, strategic initiatives, and financial outlook Prepare executive-level insights and financial communications aligned to investor expectations Capital Strategy & Risk Oversight
Assist in evaluating and optimizing the firm’s capital structure, including debt refinancing, recapitalizations, or strategic funding alternatives Support maintaining an enterprise risk framework to identify, assess, and monitor strategic, financial, operational, and compliance risks Partner with business leaders to develop mitigation plans for high-priority risks (e.g., client concentration, talent risk, compliance gaps, cyber) Integrate risk insights into financial planning, forecasting, and board reporting Qualifications
5–10 years of experience in investment banking, private equity, consulting or strategic finance in a PE-backed company Advanced financial modeling and business case development Experience preparing investor and board materials; confident interacting with executive level audiences Familiarity with capital structure mechanics, debt covenants, and exit processes Strong project management skills and ability to drive implementation of initiatives Deep understanding of professional services metrics (utilization, realization, contribution margin) Strong proficiency in Excel and financial systems; BI tools a plus (e.g., Tableau, Power BI) Bachelor’s degree in Finance, Accounting, Economics, or related field; MBA, CPA, or CFA a plus Preferred Attributes
Proven track record operating in high-growth, PE-backed environments Strong executive presence and ability to influence cross-functional leaders Comfortable working across strategy, operations, finance, and investor-facing responsibilities Detail-oriented, structured thinker with a high degree of ownership and urgency Transaction experience (e.g., M&A, recapitalization, exit prep) highly preferred Based on pay transparency guidelines, the salary range for this role can vary based on your proximity to one of our West Monroe offices. Information on our competitive total rewards package, including our bonus structure and benefits is available. Employees (and their families) are covered by medical, dental, vision, and basic life insurance. Employees are able to enroll in our company’s 401k plan, purchase shares from our employee stock ownership program and be eligible to receive annual bonuses. West Monroe is an Equal Employment Opportunity Employer. We believe in treating each employee and applicant for employment fairly and with dignity. We base our employment decisions on merit, experience, and potential, without regard to race, color, national origin, sex, sexual orientation, gender identity, marital status, age, religion, disability, veteran status, or any other characteristic prohibited by federal, state or local law.
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