Director, CFO Services (OPEN TO ALL US LOCATIONS)

Overview

This role supports private equity–owned portfolio companies by providing CFO services designed to preserve and generate business value. Work focuses on improving transparency to key drivers and business performance, supporting increased cash and EBITDA, and delivering benefits through hands-on involvement in clients’ operations. Responsibilities also include helping private equity firms ensure portfolio companies have credible plans and the ability to execute and deliver financial outcomes.

Services

CFO services 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, ensuring 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 that involve multiple service lines; lead smaller projects independently when needed
• Proactively manage client expectations and minimize risks and negative impacts on project outcomes
• 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 and/or 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 using individuals’ talents and capabilities

Financial Acumen

• Demonstrate complete proficiency in financial modeling and financial statement 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; streamline processes where appropriate
• 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 one or more of the following: 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 the recruiter for details)
• Regular employees working 30 or more hours per week may participate in 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, and a 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

Not specified in the provided description.