Director, CFO Services (OPEN TO ALL US LOCATIONS)

Overview

This role provides CFO services to private equity portfolio companies, helping clients preserve and generate value through hands-on involvement in day-to-day operations. The work focuses on improving transparency into key business drivers and performance, supporting increased cash and EBITDA, and delivering credible plans that can be executed to achieve financial outcomes.

Service Pillars

• Liquidity & Working Capital Optimization
• Strategic Analytics & Planning
• Performance Measurement & Management
• Business Transformation
• Accounting Remediation (auxiliary services)

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
• Produce actionable conclusions from analyses

Project Management and Implementation

• Lead components of projects spanning multiple service lines; lead smaller projects independently
• Proactively manage client expectations and minimize risks and negative impacts
• Develop clear, actionable plans and lead individual workstreams independently
• Design cash-generating initiatives, EBITDA improvements, and optimal organizational structures to drive client value
• Identify risks and obstacles early, create contingency plans, and communicate timely updates to the client
• Engage and collaborate with senior management and obtain buy-in from senior management/board members for actionable plans

Leadership

• Use industry expertise and prior professional services experience to guide the team and promote innovative, analytical thinking
• Take accountability for both client and team issues
• 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 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

Certifications / Education

• 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 multiple factors, including individual and firm performance

Benefits (for regular employees working 30+ hours/week)

• Healthcare plans, flexible spending and savings accounts, life, AD&D, and disability coverages at rates determined from time to time
• 401(k) retirement plan with a discretionary contribution to the 401(k) (eligibility requirements apply)
• 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 days available vary based on tenure and role type

Location

This position is listed for regular, ongoing recruitment. Candidates are considered as they apply until the opportunity is filled.