A senior finance leadership role at a profitable New York advisory firm, spanning M&A diligence, equity and debt raises, and embedded FP&A work across multiple concurrent client engagements.
Ember Search has been retained to find a Director of Strategic Finance and Advisory for a self-funded, profitable finance advisory firm headquartered in New York City. The firm operates as a hybrid between an in-house finance team and a traditional advisory practice, staffing small teams across multiple client engagements simultaneously. Work spans both transaction-side mandates (M&A, equity and debt raises) and embedded operating finance work (FP&A, budgeting, operating model builds), often within the same client relationship over time.
The team has grown from three to nine people in under two years through organic, referral-driven growth, working across telehealth, defence, software, consumer, retail, and B2B sectors. Early team members carry meaningful influence over where the firm goes next, including its developing investing arm. The role is based in New York with hybrid attendance Tuesday through Thursday.
- Lead client-facing finance workstreams across M&A diligence, equity raises, and debt raises
- Build and own complex financial models from scratch under live deal timelines
- Drive FP&A, budgeting, and operating model work embedded directly inside client organisations
- Manage multiple concurrent client relationships with the authority of an in-house finance leader
- Partner within small, senior client teams while context-switching across industries and deal types
- Support the firm's balance sheet investing activity as it deploys capital into new opportunities
- 6 to 10 or more years of experience beginning in investment banking or private equity, followed by in-house operating experience
- Prior operating role at a Series B or comparable growth-stage company
- Strong financial modelling capability, ideally developed at a bulge-bracket bank or top-tier boutique
- Demonstrated ability to navigate incomplete financial processes and produce clean, decision-ready output
- Comfort managing multiple concurrent client engagements and switching context across industries
- Based in or willing to relocate to New York, NY, with capacity to work on-site three days per week
Ember Search is a specialist recruitment firm retained by a self-funded, profitable finance advisory practice in New York City. The client firm combines in-house finance team capabilities with advisory depth, serving growth-stage companies across a range of industries. The team has scaled from three to nine people in under two years through organic, referral-led growth.
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