What are the responsibilities and job description for the Managing Director – CFO Advisory & Value Creation position at Neos Talent?
Managing Director – CFO Advisory & Value Creation
Locations: Chicago, New York, Dallas, Boston, Los Angeles, Philadelphia, Florida, Atlanta
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
Ideal Background
- 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
Why Consider This Opportunity?
- 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.
Salary : $750,000 - $1,000,000