Director, CFO Services (OPEN TO ALL US LOCATIONS)

Overview

This role within PE-focused CFO Services supports private equity–held portfolio companies by helping preserve and generate value. Responsibilities center on improving transparency into key drivers and business performance, supporting increased cash and EBITDA, and providing hands-on involvement in clients’ operations. This position helps PE firms ensure portfolio companies have credible plans and the ability to execute financial outcomes.

CFO Services Pillars

• Liquidity & Working Capital Optimization
• Strategic Analytics & Planning
• Performance Measurement & Management
• Business Transformation
• Accounting Remediation (auxiliary services)

Responsibilities

Hypothesis / Scope Development

• Connect with clients to facilitate information gathering
• Guide and facilitate client interviews and ensure all relevant data are considered and pursued
• Define analyses needed to prove or disprove assumptions, ensuring complete, accurate, and timely execution
• Apply industry and functional knowledge to identify business drivers and issues
• Understand and develop a framework given project parameters
• Develop actionable conclusions from analyses

Project Management and Implementation

• Lead components of projects with multiple service lines; lead smaller projects independently
• Proactively manage client expectations and minimize risks and negative impacts on the project
• Develop straightforward, actionable plans and lead individual workstreams independently
• Design cash-generating initiatives, EBITDA improvements, and optimal organizational structure to drive client value
• Anticipate risks and obstacles early, create contingency plans, and communicate timely with clients
• Engage collaboratively with senior management; obtain buy-in from senior management/board members on actionable plans

Leadership

• Leverage industry expertise and prior professional services experience to guide the team and promote innovative and analytical thinking
• Take accountability for client and team-identified issues
• Build complementary teams using individuals’ talents and capabilities

Financial Acumen

• Demonstrate complete proficiency in financial modeling and financial statement analysis and accounting treatments
• Identify and drive P&L and B/S accountability
• Utilize tools and resources to support change management
• Interpret financial statements and understand how information is captured and used; streamline processes
• Experience in controllership, finance, and accounting advisory services

Requirements

• Graduate of an accredited 4-year college/university with educational concentration in relevant areas (accounting, finance, economics) preferred but not required
• Over 12 years of experience related to: Accounting/Finance, Financial Due Diligence, Restructuring, Investment Banking, or Private Equity
• Complete proficiency in understanding financial models, data analytics, and presentation skills
• CPA, CFA, MBA, or Master’s Degree preferred but not required

Compensation & Benefits

• Salary range: $150,000–$225,000 annually, dependent on variables including education, experience, skills, and geography
• Discretionary bonus program based on a number of factors, including individual and firm performance (ask recruiter for details)
• Fringe benefits for regular employees working 30 or more hours per week, which may include:
  • Healthcare plans
  • Flexible spending and savings accounts
  • Life, AD&D, and disability coverages
  • 401(k) retirement plan, including a discretionary contribution to the 401(k) if eligibility requirements are met
  • Paid time off: vacation, personal days, seventy-two (72) hours of sick time (prorated for part time employees), ten federal holidays, one floating holiday
  • Parental leave
• Vacation and personal day availability varies based on tenure and role type

Location

Not specified in the provided description.