Manager, CFO Advisory

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Vector Advisory Services, LLC

WebsiteLinkedInAll Job Openings

11 - 50 employees

Founded 2020

💼 Consulting

🤝 B2B

Consulting • B2B

Vector Advisory Services, LLC is a Fort Lauderdale–based consulting firm that provides M&A integration and financial leadership services for private equity firms, family offices, and their portfolio companies. Their offerings include merger & acquisition integration, acquisition due diligence, CFO advisory, human capital advisory, cost & vendor management, enterprise & compliance risk management, enterprise application advisory, and portfolio company onboarding. The firm highlights rapid, practical deliverables (e. g. , data foundations and management reporting delivered in 45 days), uses playbooks and project governance for integrations, and publishes tools such as a 25-point Integration Assessment to help buyers plan and execute integrations. Vector serves a range of client sectors (business services, manufacturing, financial services, healthcare, technology, construction & real estate, industrial services) and emphasizes virtual/remote engagement.

📋 Description

• Scope and plan engagements, including budgets and work plans, and manage them to on-time, on-budget delivery • Own staffing decisions on your engagements and supervise assigned Senior Consultants and Consultants • Serve as the day-to-day client lead with executive presence in front of C-level personnel and sponsors • Review deliverables to a client-ready standard before they leave the building • Manage project workstreams across engagements, including post-close integration • Identify scope expansion opportunities and support pursuit with Directors • Lead internal initiatives, including methodology, tooling, and AI enablement

🎯 Requirements

• Bachelor's degree, preferably in accounting or finance • 5+ years of overall experience, including 2+ years 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 strongly preferred for Profile 2 • Experience using AI tools such as Claude to accelerate analysis, review, and deliverable development is a plus • Project management depth: scope, schedule, risk, and stakeholder management • Demonstrated ability to lead teams and develop junior staff

🏖️ Benefits

• We pay for cell phone and internet • Training • Professional dues • Invest in mentorship as a practice, not a perk