Careers at Epic
We hire operators,
not generalists.
Epic Advisory is built for people who've sat inside PE-backed companies and watched finance functions fail — not from lack of effort, but from lack of design. If that's you, keep reading.
Who we are
Not a consulting firm
in the traditional sense.
Epic isn't a bench of generalists who cycle through wherever there's a gap. We're a small, deliberate team of finance operators who've held real seats at real companies — and now we help CFOs rebuild the function so it works the way it should.
That means we hire slowly, we turn down work that doesn't fit, and we spend our time on problems we're actually qualified to solve.
You've closed the books. You've built the model. You've been in the room when the PE sponsor asks the question no one can answer. That experience is the baseline, not the ceiling.
We don't staff engagements to bill hours. We build things that last and leave. Our reputation is the quality of what we hand off, not how long we stay.
We tell clients what we actually think — including when the answer is "we can't help you with this." We'd rather lose the engagement than give advice we don't believe.
Open roles
What we're looking for.
You've spent 5+ years inside finance functions — ideally at PE-backed mid-market companies — and you've seen what bad looks like from the inside. You know how to close a books, build a model, run a variance call, and manage up to a CFO. You're done patching broken systems and want to help rebuild them correctly.
- 5+ years in corporate finance, FP&A, or accounting at an operator level
- At least one stint inside a PE-backed company (portfolio or sponsor side)
- Hands-on experience with close process, variance analysis, or FP&A model builds
- Comfort running a CFO meeting — not just supporting one
- Finance function audits: what's wasted, what's broken, what's missing
- Close process redesign and automation scoping
- FP&A build-outs and data mapping into Tableau
- Direct client relationships — you're the person, not the deck
You live at the intersection of finance and data engineering. You can take a messy ERP export, build a clean dimensional model, and surface it in Tableau in a way that a CFO actually uses. You care about data quality obsessively and you know the difference between a dashboard that looks good and one that gets used.
- 3+ years in a data, analytics, or BI role with finance exposure
- Strong Tableau (or Power BI) skills — you build, not just maintain
- SQL fluency; comfort with data modeling and source system integrations
- Experience working with ERP data (NetSuite, Sage, SAP, Dynamics)
- Source-to-Tableau data pipelines for finance clients
- Dashboard design for CFOs, PE sponsors, and operators
- Reconciliation automation and exception alerting
- Data quality frameworks and close-cycle data integrity checks
Don't see your role? If you're an exceptional finance operator or data professional who wants to do this kind of work, email jeremiah@ownyourepic.com directly. We hire for fit before we hire for slot.
What to expect
No bullpen. No
utilization targets.
Small team, real ownership
You'll own client relationships — not support them. Every engagement has a lead, and that lead is accountable for the outcome, not just the deliverable.
Operator-caliber work
We turn down work that doesn't fit our model. The work you'll do is the kind that shows up on a CFO's top-3 priorities — not the kind that fills a slide deck.
Build, don't maintain
Our model is build → hand off → move on. We don't create dependency. You'll build things that outlast the engagement — which means you're always working on something new.
Dallas HQ, flexible execution
We're based in Dallas and that matters for client proximity in the mid-market. But we're not presenteeism-minded — we care about output, not hours in a chair.