Director, CFO Services (OPEN TO ALL US LOCATIONS)

Overview

This role supports private equity portfolio companies by helping develop credible plans and driving execution to deliver financial outcomes. Responsibilities focus on improving transparency into key business drivers and performance, supporting increased cash and EBITDA, and providing hands-on involvement in client operations.

Service pillars 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 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 frameworks given project parameters
• Develop actionable conclusions from analyses

Project Management and Implementation

• Lead components of projects with multiple service lines; able to 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 structures to drive client value
• Anticipate risks and obstacles early, create contingency plans, and communicate timely with clients
• Engage and collaborate 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, 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 statements analysis, including accounting treatments
• Identify and drive P&L and B/S accountability
• Utilize tools and resources to drive change management
• Interpret financial statements and understand how information is captured and used; identify opportunities to streamline processes
• Experience in the role of Controllership, Finance and Accounting Advisory Services

Requirements

• Graduate of an accredited 4-year college/university with an 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 several 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)

Benefits for regular employees working 30 or more hours per week include:

• Healthcare plans
• Flexible spending and savings accounts
• Life, AD&D, and disability coverages at rates determined from time to time
• 401(k) retirement plan; discretionary contribution to the 401(k) if eligibility requirements are met
• Paid time off including vacation, personal days, seventy-two (72) hours of sick time (prorated for part time employees), ten federal holidays, one floating holiday, and parental leave
• Vacation and personal day amounts vary based on tenure and role type

Location

This posting does not specify a location.