elios talentEast Boston, MA
Managing Director
Managing Director
Managing Director
elios talentEast Boston, MA
2 days ago
Portfolio Management and Investment AdviceOther Management Consulting ServicesAdministrative Management and General Management Consulting Services
Apply for this role (opens in a new tab)Position Overview:
- We are seeking a highly accomplished Managing Director to join a leading Financial Advisory and Business Consulting firm. This individual will play a critical leadership role in driving value creation for Private Equity clients and their portfolio companies.
- Please ensure you read the below overview and requirements for this employment opportunity completely.
- The Managing Director will be responsible for originating and leading engagements, building trusted relationships with PE sponsors and C‐suite executives, and delivering strategic, operational, and financial advisory solutions that enhance performance and maximize enterprise value.
- This is a highly visible, revenue‐generating role requiring a blend of business development, client leadership, and hands‐on execution across complex financial and operational initiatives.
- Key Responsibilities Private Equity & Client Relationship Management
- Serve as a senior trusted advisor to Private Equity sponsors, portfolio company CEOs, and CFOsBuild, expand, and maintain deep relationships across PE firms and their portfolio companies
- Act as the primary point of contact for client engagements, ensuring exceptional delivery and long‐term partnership growth
- Identify opportunities to support portfolio companies across the investment lifecycle (pre‐deal, post‐acquisition, hold period, and exit)
- Business Development & Revenue Growth
- Originate new business through an established network within the Private Equity ecosystem
- Drive firm revenue by identifying, scoping, and closing advisory engagements
- Partner with firm leadership on go‐to‐market strategy, thought leadership, and brand positioning
- Lead proposal development, pitch presentations, and contract negotiations
- Strategic & Operational Advisory
- Lead high‐impact initiatives focused on value creation, including:
- Liquidity management and 13‐week cash flow forecasting
- Working capital optimization and cash accelerationEBITDA enhancement and margin improvement strategies
- Finance transformation and CFO‐office optimization
- Advise on complex business challenges including performance improvement, restructuring, and turnaround situations
- Support M&A activities including due diligence, integration planning, and exit readiness
- Engagement Leadership & Execution
- Oversee multiple concurrent client engagements, ensuring quality, timeliness, and client satisfaction
- Provide executive‐level oversight on financial modeling, operational initiatives, and transformation programs
- Lead cross‐functional teams to deliver actionable insights and measurable outcomes
- Ensure alignment between client objectives and project execution
- Leadership & Talent Development
- Mentor and develop Directors, Vice Presidents, and Associates
- Foster a high‐performance, collaborative team environment
- Provide guidance on best practices in financial advisory, consulting delivery, and client management
- Contribute to recruiting, training, and retention of top consulting talent
Qualifications:
- Experience10–15+ years of experience in Private Equity, Investment Banking, Transaction Advisory, Restructuring, or top‐tier Financial Consulting
- Proven track record of building and maintaining relationships with Private Equity firms and portfolio company executives
- Demonstrated success in originating and leading advisory engagements within PE‐backed environments
- Experience working closely with CFOs and finance organizations on transformation and value creation initiatives
- Technical Expertise
- Deep expertise in financial modeling, including 13‐week cash flow forecasting and integrated financial xmcpwfu models
- Strong understanding of capital structures, liquidity management, and operational performance improvement
- Experience with M&A transactions, due diligence, and post‐merger integration
- Ability to translate complex financial and operational data into strategic insights
- Leadership & Interpersonal Skills
- Exceptional executive presence and communication skills
- Strong leadership, negotiation, and influencing capabilities
- Entrepreneurial mindset with a strong drive for business development
- Ability to thrive in a fast‐paced, high‐growth, client‐facing environment
- Education & Credentials
- Bachelor's degree in Finance, Accounting, Economics, or a related fieldMBA strongly preferred
- Professional certifications such as CPA, CFA, or equivalent are highly desirable
Why Join Us:
- Opportunity to work with top‐tier Private Equity firms and high‐growth portfolio companies
- High‐impact role with direct influence on firm growth and client success
- Entrepreneurial environment with significant leadership visibility
- Competitive compensation structure with performance‐based incentives
Also on the board Same function, level within a rung
Level
Manager
Location
East Boston, MA
Occupation
Financial Managers
Industry
Portfolio Management and Investment Advice
Posted
2 days ago