Lead and scale value creation programs for private equity clients and portfolio companies. Develop playbooks, identify EBITDA improvement opportunities, establish governance and tracking, drive accountability, produce executive dashboards and board-ready materials, support business development, and mentor junior team members.
CFGI is seeking a Managing Director to help build and scale a Value Creation practice focused on private equity clients, portfolio companies, and strategic internal initiatives.
This individual will lead value creation programs, develop operational improvement playbooks, and partner closely with executive leadership to drive measurable business outcomes. The role combines strategic problem solving, operational execution, financial performance management, and executive stakeholder engagement.
Key Responsibilities:- Lead value creation initiatives across CFGI's private equity clients and portfolio companies.
- Develop value creation playbooks and operational improvement frameworks.
- Identify and prioritize EBITDA enhancement opportunities across operations, finance, commercial, and corporate functions.
- Establish governance, initiative tracking, and performance management processes.
- Drive accountability across initiative owners and business leaders.
- Oversee value capture tracking, benefits realization, and financial performance reporting.
- Develop executive-level dashboards, scorecards, and board-ready materials.
- Facilitate executive operating reviews and steering committee meetings.
- Support business development, proposal development, and practice-building activities.
- Mentor junior team members and establish best-practice operating processes.
- Bachelor’s degree in Business, Finance, Accounting, Economics, Engineering, or related field.
- Six plus years of experience in management consulting, value creation, transaction advisory, strategic finance, operational improvement, or related fields at a MBB firm (McKinsey, Bain, BCG) or Big4 is required.
- Strong project management and stakeholder management skills.
- Advanced Excel and PowerPoint capabilities.
- Strong financial and analytical acumen.
- Excellent communication and executive presentation skills.
- MBA or other advanced degree.
- Experience at a top-tier consulting firm or private equity operating environment.
- Experience working with private equity funds and portfolio companies.
- Experience leading operational improvement, cost optimization, or EBITDA enhancement initiatives.
- Experience presenting to executive leadership teams, boards, or private equity investors.
CFGI San Francisco, California, USA Office
San Francisco, United States
Similar Jobs
Big Data • Fintech • Information Technology • Insurance • Software
Provides customer and agent support for life insurance policy administration, including policy changes, loan processing, disbursements, claims-related requests, communications, reporting, and records maintenance. The role responds to inquiries across multiple channels, ensures regulatory and company-policy compliance, supports audits, maintains procedures, identifies process improvements, and collaborates with underwriting, claims, finance, engineering, and customer care teams on operational initiatives.
Top Skills:
DropboxHellosignSalesforce
Information Technology • Cybersecurity
Lead complex incident response investigations involving active adversaries and serious intrusions. Reconstruct attacker activity across endpoint, identity, cloud, and network telemetry; develop timelines, root-cause narratives, and remediation guidance; communicate findings to technical and executive stakeholders; and support partner engagements. Create detections, playbooks, automations, technical notes, and threat intelligence while collaborating with Product, Engineering, and account-facing teams. Mentor responders and improve the scalability of Tactical Response operations.
Top Skills:
AzureBashChainsawEdrEqlEric Zimmerman ToolsEs|QlHayabusaJavaScriptKqlLinuxmacOSMicrosoft 365OsqueryPHPPowershellPythonRegripperRubySIEMSigmaSnortSplunk SplSuricataVelociraptorVpnWindowsYara
Artificial Intelligence • Cloud • Information Technology • Consulting
Owns product strategy and lifecycle management for data center switching platforms, with a focus on telemetry and analytics. Defines requirements, develops business cases, guides engineering and PLM teams, manages technology partners, and supports go-to-market initiatives for full-stack infrastructure solutions. The role requires expertise in data center networking, virtualization, cloud environments, and analytics, along with the ability to influence cross-functional teams and shape future platform direction.
Top Skills:
AnalyticsAristaCiscoCloud ComputingContainersData Center NetworkingData Center VirtualizationHpeJuniperMulti-CloudNetwork ApplicationsNetwork ProtocolsTelemetryVMware
What you need to know about the San Francisco Tech Scene
San Francisco and the surrounding Bay Area attracts more startup funding than any other region in the world. Home to Stanford University and UC Berkeley, leading VC firms and several of the world’s most valuable companies, the Bay Area is the place to go for anyone looking to make it big in the tech industry. That said, San Francisco has a lot to offer beyond technology thanks to a thriving art and music scene, excellent food and a short drive to several of the country’s most beautiful recreational areas.
Key Facts About San Francisco Tech
- Number of Tech Workers: 365,500; 13.9% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Google, Apple, Salesforce, Meta
- Key Industries: Artificial intelligence, cloud computing, fintech, consumer technology, software
- Funding Landscape: $50.5 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Sequoia Capital, Andreessen Horowitz, Bessemer Venture Partners, Greylock Partners, Khosla Ventures, Kleiner Perkins
- Research Centers and Universities: Stanford University; University of California, Berkeley; University of San Francisco; Santa Clara University; Ames Research Center; Center for AI Safety; California Institute for Regenerative Medicine
