Support private equity value-creation and operational improvement initiatives through program governance, initiative tracking, analytics, executive reporting, dashboarding, KPI tracking, cross-functional coordination, and delivery of actionable insights and recommendations to leadership.
CFGI is seeking a Consultant to support private equity value creation initiatives, operational improvement programs, and strategic internal initiatives.
This role will focus on initiative governance, program management, analytics, executive reporting, and general management support. The Consultant will work closely with CFGI leadership to drive execution, track progress, surface risks, develop insights, and support delivery of measurable business outcomes.
Key Responsibilities:- Support development of value creation playbooks and operational improvement frameworks.
- Coordinate initiative tracking, milestone management, and performance reporting.
- Establish and maintain governance tools, workplans, risk logs, and status updates.
- Support executive operating reviews, steering committee meetings, and leadership updates.
- Conduct operational, market, and business performance analyses.
- Build executive dashboards, scorecards, and board-ready presentations.
- Track KPIs, risks, dependencies, and implementation progress across initiatives.
- Facilitate cross-functional coordination across initiative owners and business leaders.
- Synthesize complex analyses into clear insights and recommendations.
- Support strategic initiatives and special projects across the organization.
- Bachelor’s degree in Business, Economics, Engineering, Mathematics, Finance, Analytics, or related field.
- Two to five years of experience in consulting, corporate strategy, business analytics, operations, program management, or operational improvement.
- Strong analytical and structured problem-solving capabilities.
- Advanced Excel and PowerPoint skills.
- Strong project management and organizational skills.
- Ability to manage multiple workstreams and deadlines simultaneously.
- Excellent communication and executive presentation skills.
- Experience at a MBB firm (McKinsey, Bain, BCG) or Big4 is preferred, or corporate strategy team, operations team, or private equity-backed company.
- Experience supporting value creation, operational improvement, or performance management initiatives.
- Experience building executive dashboards, KPI reporting, and leadership materials.
- Exposure to private equity clients or portfolio companies.
- Experience with Power BI, Tableau, Alteryx, Smartsheet, Monday.com, or similar tools.
- Experience supporting governance processes, executive meetings, or cross-functional programs.
CFGI San Francisco, California, USA Office
San Francisco, United States
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