BGS Consulting · 4 days ago
Senior Finance Leader – Private Equity Value Creation & Transaction Execution
DC-Baltimore Area
Full-time
Hybrid
Senior LevelBGS Consulting is expanding its Private Equity Value Creation & Transaction Execution practice and is seeking an experienced senior finance leader to join the firm. This role involves supporting founder-led and PE-backed companies through transaction preparation, diligence, and post-transaction value creation initiatives, while also providing financial leadership and strategic analysis.
Financial Services
Hiring Manager
Katelyn Giuseppe
Responsibilities
Serve as a senior finance lead on sell-side and minority investment transactions, supporting companies through diligence, Quality of Earnings (QoE), and investor processes
Partner with investment banks, QoE providers, auditors, and legal advisors to ensure efficient transaction execution
Prepare and review financial diligence materials, data rooms, normalization analyses, and transaction-related financial schedules
Support management teams in responding to diligence requests and investor questions
Act as an interim or advisory finance leader for portfolio companies lacking full-time CFO coverage
Improve financial reporting, forecasting, and cash flow visibility in preparation for investment or growth
Evaluate and enhance outsourced accounting relationships and internal finance teams
Translate operational performance into investor-ready financial narratives
Build and review financial models, scenario analyses, and growth forecasts for founder-led and PE-backed businesses
Analyze unit economics, margin drivers, and scalability across multi-location or recurring-revenue models
Support value creation initiatives tied to pricing, cost structure, and operating leverage
Assess finance systems, workflows, and controls across portfolio companies
Lead or support improvements related to billing systems, recurring revenue, transaction processing, and automation
Implement scalable processes and internal controls appropriate for investor-backed environments
Serve as a trusted advisor to founders, CEOs, and PE sponsors
Communicate clearly with senior stakeholders, delivering insights with urgency and credibility
Represent BGS Consulting as a senior leader in client-facing environments
Qualification
Required
Senior finance leader with CFO, VP Finance, or Transaction Lead experience
Demonstrated success supporting sell-side transactions, minority investments, or PE-backed companies
Strong understanding of Quality of Earnings (QoE), financial diligence, and investor expectations
Comfortable stepping into ambiguous, fast-moving environments and owning outcomes
Experience professionalizing finance functions that have historically been bootstrapped or lightly resourced
Background in services, consumer, multi-location, or recurring-revenue businesses strongly preferred
Experience with finance systems supporting high transaction volumes and recurring billing
Consulting mindset: adaptable, client-oriented, and execution-focused
Company
BGS Consulting
Professional services firm delivering finance and accounting resources to fill direct hire and project-based needs.
Founded in 2016
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Brendan Giuseppe, CPA
CEO and Founder
Frank Mencini
Managing Partner
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