Director, CFO Services (OPEN TO ALL US LOCATIONS)

Overview

This role supports private equity portfolio companies by delivering CFO Services focused on improving transparency to key drivers of business performance, increasing cash and EBITDA, and providing hands-on involvement in client operations. The engagement scope includes helping portfolio companies develop credible plans and execute to deliver financial outcomes.

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 given project parameters
• Develop actionable conclusions from analyses

Project Management and Implementation

• Lead components of projects with multiple service lines; lead smaller projects independently when needed
• 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 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, analytical thinking
• Take accountability for issues identified for both the client 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 where appropriate
• Experience in controllership, finance, and accounting advisory services

Qualifications

• 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 in one or more of the following: 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 factors including education, experience, skills, and geography
• Discretionary bonus program: Based on a number of factors, including individual and firm performance (details to be provided by your recruiter)
• Regular employees working 30 or more hours per week are eligible for fringe benefits including:
  • Healthcare plans
  • Flexible spending and savings accounts
  • Life, AD&D, and disability coverages
  • A 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
  • Parental leave
  • Vacation and personal day amounts vary based on tenure and role type

Location

This role’s compensation references geography, but no specific work location is provided in the description.