We're building
something different.

You'll own client relationships at middle market companies, PE-backed portfolios, and boards navigating real transformation. You set the approach, lead the delivery, and you're accountable for what actually changes, not just what gets presented. No politics filter. No partner layer. You decide how Epic shows up.

• 5+ years in corporate finance, FP&A, or accounting at operator level
• Time inside a PE-backed company, portfolio or sponsor side
• Hands-on close, forecasting, or FP&A build experience
• The ability to run a CFO meeting, not just support one

• Full client ownership from day one: transformation, performance improvement, and data enablement
• Direct exposure to PE sponsors, boards, and middle market leadership teams
• Input on how Epic builds its methodology and expands its practice areas
• A team that executes and measures, not one that presents and leaves

You've been in rooms where the problem was clear, the path was yours to set, and the outcome was yours to own. You're done navigating institutions built for someone else's timeline. You want to lead something that unlocks real value, and you want to see it stick.

Cleaning dirty data, building the pipelines that connect ERP, GL, and CRM systems, and turning fragmented outputs into reporting that actually runs. This isn't BI. It's building the foundation so BI works.

• Finance background (FP&A, accounting, or ops) with genuine data engineering ability
• Fluent in SQL, Python, or dbt. Comfortable with data integration tools (Fivetran, Airbyte, or custom ETL)
• You've mapped a chart of accounts, cleaned a bad consolidation, and built the pipeline that prevents it from happening again
• You understand why the numbers are wrong, not just that they are

• Own the data layer across every client engagement: your work is the infrastructure
• Direct exposure to PE-backed finance teams with complex, messy systems
• You define how Epic approaches data integration firm-wide

You've been the person who figured out why the board deck numbers didn't match the GL, and then fixed the source, not just the output. You're tired of being called a "technical resource." You want the work to matter.

You're not a developer. You're a finance person who codes when finance tools aren't good enough. You'll build the automation layer inside our client engagements: the dashboards, the workflows, the connectors that make the system actually run.

• A finance background: accounting, FP&A, or ops
• Power BI, advanced Excel, light Python or SQL
• You've built something your team relies on that nobody asked you to build
• You think in workflows, not just outputs

• Build the automation layer: your work is the product
• Cross-functional exposure across every engagement
• A direct say in how we approach systems at every client

You've been the one everyone goes to when something needs to be fixed or automated. You've been doing it on the side because the existing tools weren't good enough and nobody made it the job. Here, it's the job.

You're not selling software. You're not pitching a platform. You're bringing a solution to CFOs and PE sponsors who are drowning in the exact problem you can solve. You've sat in advisory and thought "these firms need this." This is that role.

• Consulting background required: you understand deal dynamics and PE urgency
• You've been in the CFO conversation. You know what the sponsor needs to hear
• You're not motivated by quota. You're motivated by building something with ownership
• Passion for finance transformation, not a product to push

• Build your own pipeline: you decide who we go after
• Uncapped upside tied to what you close
• Build your own book: you decide the targets, the approach, the relationships

You've been in rooms where the problem was obvious and nobody was solving it. You're fueled by impact and driven by the idea that finance can be something completely different. You want ownership in what you grow, not a title that expires.