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Value Creation - Managing Director

Posted about 1 month ago

OfficeUnited StatesEX

CFGI is seeking a Managing Director to help build and scale a Value Creation practice focused on private equity clients, portfolio companies, and strategic internal initiatives.

This individual will lead value creation programs, develop operational improvement playbooks, and partner closely with executive leadership to drive measurable business outcomes. The role combines strategic problem solving, operational execution, financial performance management, and executive stakeholder engagement.

Key Responsibilities:

  • Lead value creation initiatives across CFGI's private equity clients and portfolio companies.
  • Develop value creation playbooks and operational improvement frameworks.
  • Identify and prioritize EBITDA enhancement opportunities across operations, finance, commercial, and corporate functions.
  • Establish governance, initiative tracking, and performance management processes.
  • Drive accountability across initiative owners and business leaders.
  • Oversee value capture tracking, benefits realization, and financial performance reporting.
  • Develop executive-level dashboards, scorecards, and board-ready materials.
  • Facilitate executive operating reviews and steering committee meetings.
  • Support business development, proposal development, and practice-building activities.
  • Mentor junior team members and establish best-practice operating processes.

Required Qualifications:

  • Bachelor’s degree in Business, Finance, Accounting, Economics, Engineering, or related field.
  • Six plus years of experience in management consulting, value creation, transaction advisory, strategic finance, operational improvement, or related fields.
  • Strong project management and stakeholder management skills.
  • Advanced Excel and PowerPoint capabilities.
  • Strong financial and analytical acumen.
  • Excellent communication and executive presentation skills.

Preferred Qualifications:

  • MBA or other advanced degree.
  • Experience at a top-tier consulting firm or private equity operating environment.
  • Experience working with private equity funds and portfolio companies.
  • Experience leading operational improvement, cost optimization, or EBITDA enhancement initiatives.
  • Experience presenting to executive leadership teams, boards, or private equity investors.
Job details
Workplace
Office
Location
United States
Experience
EX

When in need of an interim CFO or financial consulting, MA companies turn to CFGI, an industry leader providing top-tier MA accounting consulting.

Key team members

Jay Fridkis

Jay Fridkis

Lidia B. Napier, CFA

Lidia B. Napier, CFA

Sameer Zaman

Sameer Zaman

Jerry Buckley

Jerry Buckley

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