Director, CFO Services (OPEN TO ALL US LOCATIONS)

Overview

This role supports private equity portfolio companies with hands-on CFO Services aimed at preserving and generating value. Work focuses on improving transparency to key drivers and business performance, supporting increasing cash and EBITDA, and enabling credible plans and delivery of financial outcomes.

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, ensuring 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 frameworks based on project parameters
• Develop actionable conclusions from analyses

Project Management and Implementation

• Lead components of projects that may include multiple service lines; independently lead smaller projects
• Proactively manage client expectations and minimize risks and negative impacts
• 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 and 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 both client and team-identified issues
• Build effective teams by leveraging 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; identify opportunities to streamline processes
• Experience in 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
• 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 factors including individual and firm performance
• Fringe benefits for regular employees working 30+ hours/week, which may 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, including a discretionary contribution (provided 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 days vary based on tenure and role type

Location

Not specified in the provided description.