Virtas Partners
Overview
Virtas Partners is seeking a dynamic and experienced
Senior Associate/ Manager
to join our
Office of the CFO (OCFO)
practice. This individual will work closely with senior executives and finance teams to support mission-critical initiatives such as financial planning and analysis (FP&A), controllership, finance operations, post-transaction integration, and finance transformation. Ideal candidates will bring a blend of consulting and in-house finance or accounting leadership experience, a strong command of financial reporting and planning processes, and a passion for helping companies scale and improve their finance functions during periods of growth, change, or disruption. Position Overview: This role focuses on delivering strategic finance and accounting leadership, including budgeting and forecasting, close processes, operating model improvements, and PMO support during periods of change such as IPO readiness, M&A integration, or restructuring. What We Offer
Flexible Work Environment : Remote work with access to open office plans in key markets to enable collaboration and networking. Accelerated Career Growth : Merit-based advancement with opportunities beyond traditional corporate paths. Strategic Impact : Contribute to high-priority client initiatives and help CFOs and finance teams navigate complexity and drive change. Exposure to Diverse Clients : Work with companies across industries and growth stages, from startups to private equity-backed firms to public companies. Principled Culture : A team committed to integrity and mutual respect. Supportive Team Environment : Collaborative culture with emphasis on professional development and knowledge sharing. Competitive Compensation : Salary and benefits package that reflects expertise and impact. Responsibilities & Duties
Serve as a trusted advisor to CFOs and finance leadership on finance strategy, operations, and reporting. Lead or support budgeting and forecasting, management reporting, KPIs, cash flow management, and working capital optimization. Assess and enhance finance function effectiveness, including process redesign, technology enablement, and operating model improvements. Provide interim leadership or PMO support during periods of change, including IPO readiness, M&A integration, or organizational restructuring. Collaborate with clients to implement best practices in close processes, controls, and financial systems (e.g., ERP upgrades). Drive preparation and delivery of high-quality presentations, dashboards, and reports to internal and external stakeholders. Manage multiple engagements simultaneously and maintain a strong client-service orientation. Mentor junior team members, fostering development and professional growth. Qualifications & Requirements
Bachelor’s degree in Accounting, Finance, or related field; CPA or MBA preferred. 5-8+ years of progressive experience in FP&A, corporate finance, accounting, or finance consulting. Strong understanding of key finance and accounting principles, financial statements, and operational metrics. Prior experience in a consulting/advisory role or in-house finance leadership capacity (e.g., FP&A, Controller, Finance Director). Demonstrated ability to lead cross-functional projects and communicate effectively with executive stakeholders. Proficiency in Excel, PowerPoint, and financial systems (e.g., NetSuite, Workday, SAP, Adaptive Insights, Anaplan). Self-starter with a proactive mindset and ability to work in fast-paced, evolving environments. Willingness to travel occasionally within the United States. Virtas Partners is an Equal Opportunity/Affirmative Action employer.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex including sexual orientation and gender identity, national origin, disability, protected Veteran Status, or any other characteristic protected by applicable federal, state, or local law.
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Virtas Partners is seeking a dynamic and experienced
Senior Associate/ Manager
to join our
Office of the CFO (OCFO)
practice. This individual will work closely with senior executives and finance teams to support mission-critical initiatives such as financial planning and analysis (FP&A), controllership, finance operations, post-transaction integration, and finance transformation. Ideal candidates will bring a blend of consulting and in-house finance or accounting leadership experience, a strong command of financial reporting and planning processes, and a passion for helping companies scale and improve their finance functions during periods of growth, change, or disruption. Position Overview: This role focuses on delivering strategic finance and accounting leadership, including budgeting and forecasting, close processes, operating model improvements, and PMO support during periods of change such as IPO readiness, M&A integration, or restructuring. What We Offer
Flexible Work Environment : Remote work with access to open office plans in key markets to enable collaboration and networking. Accelerated Career Growth : Merit-based advancement with opportunities beyond traditional corporate paths. Strategic Impact : Contribute to high-priority client initiatives and help CFOs and finance teams navigate complexity and drive change. Exposure to Diverse Clients : Work with companies across industries and growth stages, from startups to private equity-backed firms to public companies. Principled Culture : A team committed to integrity and mutual respect. Supportive Team Environment : Collaborative culture with emphasis on professional development and knowledge sharing. Competitive Compensation : Salary and benefits package that reflects expertise and impact. Responsibilities & Duties
Serve as a trusted advisor to CFOs and finance leadership on finance strategy, operations, and reporting. Lead or support budgeting and forecasting, management reporting, KPIs, cash flow management, and working capital optimization. Assess and enhance finance function effectiveness, including process redesign, technology enablement, and operating model improvements. Provide interim leadership or PMO support during periods of change, including IPO readiness, M&A integration, or organizational restructuring. Collaborate with clients to implement best practices in close processes, controls, and financial systems (e.g., ERP upgrades). Drive preparation and delivery of high-quality presentations, dashboards, and reports to internal and external stakeholders. Manage multiple engagements simultaneously and maintain a strong client-service orientation. Mentor junior team members, fostering development and professional growth. Qualifications & Requirements
Bachelor’s degree in Accounting, Finance, or related field; CPA or MBA preferred. 5-8+ years of progressive experience in FP&A, corporate finance, accounting, or finance consulting. Strong understanding of key finance and accounting principles, financial statements, and operational metrics. Prior experience in a consulting/advisory role or in-house finance leadership capacity (e.g., FP&A, Controller, Finance Director). Demonstrated ability to lead cross-functional projects and communicate effectively with executive stakeholders. Proficiency in Excel, PowerPoint, and financial systems (e.g., NetSuite, Workday, SAP, Adaptive Insights, Anaplan). Self-starter with a proactive mindset and ability to work in fast-paced, evolving environments. Willingness to travel occasionally within the United States. Virtas Partners is an Equal Opportunity/Affirmative Action employer.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex including sexual orientation and gender identity, national origin, disability, protected Veteran Status, or any other characteristic protected by applicable federal, state, or local law.
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