Senior Consultant, 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

• 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

🎯 Requirements

• 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

🏖️ Benefits

• We pay for cell phone and internet • training • professional dues • we invest in mentorship as a practice, not a perk