Director, CFO Services (OPEN TO ALL US LOCATIONS)

Overview

This role is within PE-focused CFO Services, supporting private equity–held portfolio companies. The team works to preserve and generate value by improving transparency into key drivers and business performance, supporting increased cash and EBITDA, and providing hands-on involvement in clients’ operations. The work supports PE firms in ensuring portfolio companies have credible plans and the ability to execute and deliver 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 and 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 frameworks given project parameters
• Develop actionable conclusions from analyses

Project Management and Implementation

• Lead components of projects that may include multiple service lines; also lead smaller projects independently
• Proactively manage client expectations and minimize risks and negative impacts on the project
• 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 the client
• Engage 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 and analytical thinking
• Take accountability for both client and team identified 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
• Utilize 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 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

• Salary range: $150,000–$225,000 annually
• Dependent on education, experience, skills, and geography (as well as other variables)

Bonus

• Discretionary bonus program based on multiple factors, including individual and firm performance. Ask a recruiter for details.

Fringe Benefits

Regular employees working 30 or more hours per week are also entitled to 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, including a discretionary contribution (subject to eligibility requirements)

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 job description.

Application

Candidates are considered as they apply on an ongoing basis until the opportunity is filled. Apply expeditiously to any roles you are qualified for and that are of interest.