Manager, Value Creation & Investments (Private Equity)

4-6+ years of experience in investment banking, private equity, management consulting, or strategic finance. Proficiency in valuation, scenario modeling, and financial architecture. Advanced Excel and PowerPoint skills. Bachelor’s degree in Finance, Economics, Accounting, or related field. Deep experience building complex models (3-statement, scenario, valuation, KPI-driven). Experience producing materials for C-suite or board audiences. Strong understanding of P&L management, unit economics, ROI frameworks, and capital allocation. Proven ability to influence senior leadership in high-stakes environments.

Build and maintain dynamic, multi-scenario financial models to evaluate new initiatives, pricing strategies, product expansion opportunities, and value creation initiatives. Lead ROI analysis and capital allocation recommendations for strategic investments, new offerings, and operational improvements. Partner with executives to quantify strategic options and define the financial implications of key decisions. Develop and maintain KPI frameworks, dashboards, and portfolio-like performance reporting across service lines. Identify operational levers that drive margin expansion, throughput gains, and long-term EBITDA growth. Provide recurring performance insights to leadership and partner teams to drive accountability and execution. Craft high-quality materials for board meetings, investor discussions, and executive leadership sessions. Distill complex analysis into clear, strategic recommendations to influence senior decision-makers. Support CEO, CFO, and SVP-level requests with rapid analyses and strategic insights. Collaborate with Operations, Product, Sales, Data, and Commercial teams to ensure alignment between financial goals and execution plans. Serve as a strategic finance thought partner to business leaders in evaluating performance and scaling opportunities. Mentor junior team members, raising the bar on analysis, modeling, and strategic rigor.