Director, CFO Services (OPEN TO ALL US LOCATIONS)

Overview

This role supports private equity–held portfolio companies by providing CFO services focused on preserving and generating business value. Responsibilities center on improving transparency to key drivers and business performance, supporting increased cash and EBITDA, and providing hands-on involvement in clients’ operations. The position also helps ensure portfolio companies have credible financial plans and the ability to execute and deliver expected outcomes.

Service Pillars

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

Responsibilities

Hypothesis / Scope Development

• Partner with clients to facilitate information gathering
• Lead and facilitate client interviews, ensuring all relevant data are considered and pursued
• Define the analyses needed to test assumptions, ensuring complete, accurate, and timely execution
• Apply industry and functional knowledge to identify business drivers and issues
• Understand and develop a framework aligned to project parameters
• Produce actionable conclusions from analyses

Project Management and Implementation

• Lead components of projects with multiple service lines and, when applicable, lead smaller projects independently
• Proactively manage client expectations and minimize risks and negative impacts on project delivery
• 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
• Collaborate with senior management and obtain buy-in from senior management/board members on actionable plans

Leadership

• Use industry expertise and prior professional services experience to guide the team and encourage innovative, analytical thinking
• Take accountability for issues identified for both clients and the team
• Build complementary teams by leveraging individuals’ talents and capabilities

Financial Acumen

• Demonstrate proficiency in financial modeling and financial statement analysis, including 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 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 one or more of the following:
  • Accounting / Finance
  • Financial Due Diligence
  • Restructuring
  • Investment Banking
  • 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 (and other variables).
• Discretionary bonus program based on factors including individual and firm performance (ask recruiter for details).
• Fringe benefits for regular employees working 30 or more hours per week, which 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 to the 401(k) if 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

Not specified in the provided description.

Hiring Process

The organization recruits on an ongoing basis. Candidates are considered as they apply until the opportunity is filled. Candidates are encouraged to apply expeditiously to roles for which they are qualified and interested.