Senior Consultant, CFO Advisory

About Vector Advisory

Vector Advisory is the partner private equity firms, family offices, and venture investors call when a portfolio company's finance and accounting function needs to be leveled up. Most often, we are brought in by a company's first institutional investor to professionalize the back office: owning the monthly close, building reporting sponsors can trust, converting cash-basis books to accrual, and putting the infrastructure in place for growth and an eventual exit. We also support established sponsors and their portfolio companies across the full lifecycle, from post-close onboarding through exit readiness.

Our team blends Big 4, boutique advisory, and industry operating experience. We pay for cell phone and internet, training, and professional dues, and we invest in mentorship as a practice, not a perk.

Purpose Statement

Senior Consultants execute the core work of our engagements: building deliverables, working directly with client finance teams, and developing toward engagement leadership. You will be staffed against one of two profiles.

Essential Roles and Responsibilities

Profile 1: Technical Accounting. You are a strong accountant who can step into an interim controller seat at a founder-led company and run it. You can build an opening balance sheet, execute a cash to accrual conversion, streamline a monthly close, and prepare supporting schedules with limited oversight. Strong technical accountants on this track can also review monthly reporting packages and flex into FP&A work.

Profile 2: FP&A and Modeling. You build clean three-statement models from scratch. Your core work is monthly reporting packages and 13-week cash flow forecasts, plus ad hoc models built from operational data to create KPI dashboards. You make messy source data tell a clear story.

What You'll Do

• Build and maintain client deliverables: reporting packages, forecasts, reconciliations, schedules, dashboards
• Work day-to-day inside client finance teams, often as an extension of their staff
• Support project management across engagements, including post-close integration workstreams
• Mentor Consultants and Interns
• Keep engagement forecasts and time entry current
• Contribute to internal initiatives, including methodology, tooling, and AI enablement

What Good Looks Like

• You think before you build. When data doesn't reconcile or an output looks wrong, you investigate the why instead of forwarding the problem. Critical thinking is the single most important skill in this role.
• You communicate so others can act. Status updates flag risks early, questions are specific, and deliverables need one round of review, not three.
• Your work is reliable down to the detail. Numbers tie, formulas hold, and formatting is clean, so clients and reviewers trust your output without re-checking it.
• Clients experience you as a pleasure to work with. You deliver an excellent client service experience, hold your work to a high standard, and check your ego at the door.
• You operate with a growth mindset. You invest in your own personal and professional development and look for ways to accelerate growth and scale, for the firm and for our clients.
• Clients ask for you back.

What You Bring

• Bachelor's or Master's degree, preferably in accounting or finance
• 3 years of overall experience, including 1 year serving PE-backed portfolio companies in financial reporting, operational accounting, or FP&A
• CPA strongly preferred (Profile 1 especially); CMA, CFA, or MBA also valued
• Hands-on experience with systems such as QuickBooks Online, NetSuite, Sage, or Dynamics 365; Power BI or Tableau a plus for Profile 2
• Experience using AI tools such as Claude to accelerate analysis and deliverable development is a plus
• Advanced Excel; ability to build or interpret a three-statement model with minimal guidance
• Comfort working directly with C-level client personnel