Director, CFO Services (OPEN TO ALL US LOCATIONS)

Overview

This role is within CFO Services, supporting private equity–held portfolio companies with solutions designed to preserve and generate business value. The work focuses on improving transparency into key drivers and performance, supporting increased cash and EBITDA, and providing hands-on involvement in clients’ operations to help portfolio companies deliver financial outcomes.

Service Pillars

• 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; ensure all relevant data are considered and pursued
• Define the analyses needed to prove or disprove assumptions and ensure 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 involving multiple service lines, and lead smaller projects independently
• Proactively manage client expectations and minimize risks and negative impacts on projects
• 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 them timely with clients
• Engage and work collaboratively 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 by leveraging individuals’ talents and capabilities

Financial Acumen

• Demonstrate complete proficiency in financial modeling and financial statement analysis and accounting treatments
• Identify and drive P&L and B/S accountability
• Utilize tools and resources to drive change management
• Interpret financial statements, understand how information is captured and used, and identify opportunities to streamline processes
• Experience in the role of Controllership, Finance and Accounting Advisory Services

Qualifications

• 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
• 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)
• 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 at rates determined from time to time
  • Discretionary contribution to their 401(k) (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.

Additional Information

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