Director, CFO Services (OPEN TO ALL US LOCATIONS)

Overview

This role supports private equity–owned portfolio companies through CFO Services designed to preserve and generate value. The work focuses on improving transparency to key drivers and business performance, supporting increasing cash and EBITDA, and enabling benefits through hands-on involvement in client operations. Responsibilities include helping private equity firms ensure portfolio companies have credible plans and the ability to execute financial outcomes.

Services provided include:

• Liquidity & Working Capital Optimization
• Strategic Analytics & Planning
• Performance Measurement & Management
• Business Transformation
• Auxiliary Services: Accounting Remediation

Responsibilities

Hypothesis / Scope Development

• Connect with clients to facilitate information gathering
• Guide and facilitate client interviews; ensure all relevant data are considered and pursued
• Define the 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 based on project parameters
• Develop actionable conclusions from analyses

Project Management and Implementation

• Lead components of projects with multiple service lines; independently lead smaller projects
• 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 the client
• Engage collaboratively with senior management and obtain buy-in from senior management/board members for actionable plans

Leadership

• Leverage industry expertise and prior professional services experience to guide the team and promote innovative and analytical thinking
• Take accountability for both client and team-identified issues
• Build complementary teams by leveraging 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
• Use tools and resources to support change management
• Interpret financial statements and understand how information is captured and used; streamline related processes
• Have 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

Preferred Qualifications

• CPA, CFA, MBA, or Master’s Degree preferred but not required

Compensation & Benefits

• Salary range: $150,000–$225,000 annually, dependent on education, experience, skills, and geography
• Discretionary bonus program based on a number of factors, including individual and firm performance (ask recruiter for details)

Regular employees working 30 or more hours per week are entitled to fringe benefits including:

• Healthcare plans
• Flexible spending and savings accounts
• Life, AD&D, and disability coverages (rates determined from time to time)
• 401(k) retirement plan, including a discretionary contribution to the 401(k) (provided eligibility requirements are met)
• Paid time off:
  • Vacation and personal days (amount varies based on tenure and role type)
  • Seventy-two (72) hours of sick time (prorated for part time employees)
  • Ten federal holidays
  • One floating holiday
  • Parental leave

Location

This posting does not list a specific work location.