United States onlyWHO WE ARE
Elliott Davis pairs forward-thinking tax, assurance and consulting services with industry-leading workplace culture. Our nine offices — located in the fastest growing cities in the US — are built on a foundation of inclusivity, collaboration, and collective growth. We work daily to provide exceptional service to our people, customers, and our communities. Audit and assurance services are provided by Elliott Davis, LLC(doing business in NC and D.C. as Elliott Davis, PLLC), a licensed CPA firm.
Job Summary:
Elliott Davis is a leading provider of strategic finance, operations and CFO services to private equity portfolio and high-growth companies throughout the lower middle market and middle market. Our team of experts partners with portfolio company leadership and investors to transform legacy finance functions into the storyteller and strategic driver for their businesses. We also partner with founder and family-owned businesses as they prepare for a capital event.
In this role, you will lead data, analytics, and finance transformation initiatives, helping clients modernize their finance functions, elevate their reporting and FP&A capabilities, and build scalable data infrastructures that support visibility, decision‑making, and operational alignment.
You will guide clients through key inflection points—such as due diligence, post‑close integration, rapid scaling, or a future capital event—by developing analytics frameworks, implementing BI tools, optimizing data flows, and designing reporting environments that tell the story of the business. You will serve as a strategic partner across operations, sales, technology, and executive leadership, enabling smarter decisions through enhanced data accessibility, forecasting, and insights.
Responsibilities:
- Deliver timely, high‑quality client service that exceeds expectations.
- Lead multiple data‑driven finance transformation engagements, overseeing workstreams such as:
- Analytics in support of QoE and FP&A during due diligence
- FP&A modernization
- BI/reporting implementation
- Data architecture and systems connectivity
- Operational analytics and performance dashboards
- Build integrated data and reporting environments (e.g., Power BI, system APIs, data cubes) that enhance transparency, accuracy, and timeliness across the organization.
- Develop and implement scalable forecasting, budgeting, and KPI frameworks aligned to strategic goals.
- Identify and close data and reporting gaps; design processes that ensure accurate and consistent data capture across systems.
- Translate complex financial and operational data into clear insights, narratives, and recommendations for executive teams and investors.
- Partner with cross‑functional leaders to integrate finance data with operations, sales, and technology to improve end‑to‑end visibility.
- Manage client relationships, project economics, and resource planning.
- Support business development efforts, including proposal creation, thought leadership, and market presence.
- Ensure deliverables meet firm quality standards and are completed on time.
Requirements:
- 5+ years of experience in public accounting, consulting, FP&A, operational finance, analytics, or M experience with PE‑backed or high‑growth companies preferred.
- Demonstrated experience transforming finance functions to be data‑centric and insight‑driven, with strong FP&A and analytical capabilities.
- Hands‑on experience with modern data and analytics technologies (e.g., building dashboards, integrating system APIs, structuring data models, designing KPIs).
- Comfort with BI tools such as Power BI, Tableau, or equivalent; interest in leveraging automation, AI, and emerging finance technologies.
- Skills or experience with SQL, Python, or similar programming languages are a plus, especially for advanced analytics, data modeling, and automation.
- Strong problem‑solving skills with the ability to interpret complex data and develop actionable insights.
- Excellent communication (written and verbal) and executive‑level presentation skills.
- Ability to manage multiple projects, timelines, and cross‑functional stakeholders.
- CPA is a plus but not required; candidates with analytics‑heavy or FP&A‑centric backgrounds are strongly encouraged to apply.
- Excited about networking and helping to go to market in Denver
WHY YOU SHOULD JOIN US
We believe that when our employees are able to thrive in all facets of life, their work and impact are that much greater.
That's right – all aspects of life, not just your life as an employee, because we understand that there's life beyond your job. Here are some of the ways our work works for your life, your growth, and your well-being:
• generous time away and paid firm holidays, including the week between Christmas and New Year’s
• flexible work schedules
• 16 weeks of paid maternity and adoption leave, 8 weeks of paid parental leave, 4 weeks of paid and caregiver leave (once eligible)
• first-class health and wellness benefits, including wellness coaching and mental health counseling
• one-on-one professional coaching
• Leadership and career development programs
• access to Beyond: a one-of-a kind program with experiences that help you expand your life, personally and professionally
NOTICE TO 3RD PARTY RECRUITERS
Notice to Recruiters and Agencies regarding unsolicited resumes or candidate submissions without prior express written approval. Resumes submitted or candidates referred to any employee of Elliott Davis by any external recruiter or recruitment agency by any means (including but not limited to via Internet, e-mail, fax, U.S. mail, and/or verbal communications) without a properly executed written contract for a specified position by an authorized member of the Talent Acquisition team become the property of Elliott Davis. Elliott Davis will not be responsible for, or owe any fees associated with, referrals of those candidates and/or for submission of any information, including resumes, associated with individuals.
ADA REQUIREMENTS
The physical and cognitive/mental requirements and the work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Physical Requirements
While performing the duties of this job, the employee is:
• Regularly required to remain in a stationary position; use hands repetitively to operate standard office equipment; and to talk or hear, both in person and by telephone
• Required to have specific vision abilities which include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus
Cognitive/Mental Requirements
While performing the duties of this job, the employee is regularly required to:
• Use written and oral communication skills.
• Read and interpret data, information, and documents.
• Observe and interpret situations.
• Work under deadlines with frequent interruptions; and
• Interact with internal and external customers and others in the course of work.
