Director, CFO Services (OPEN TO ALL US LOCATIONS)

Overview

This role within the organization’s CFO Services team partners with private equity-held portfolio companies to help preserve and generate value. The work focuses on improving transparency into key business drivers and performance, supporting increases in cash and EBITDA, and providing hands-on involvement in client operations. The role supports private equity firms by ensuring portfolio companies have credible plans and the ability to execute financial outcomes.

Pillars of CFO Services

• 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, 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
• Develop actionable conclusions from analyses

Project Management and Implementation

• Lead components of projects with multiple service lines; 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 an optimal organizational structure to drive client value
• Anticipate risks and obstacles early, create contingency plans, and communicate timely with the client
• Engage and work collaboratively with senior management; obtain buy-in from senior management and/or 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 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, 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 the role of 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: Accounting/Finance, Financial Due Diligence, Restructuring, Investment Banking, or Private Equity
• Complete proficiency in understanding financial models, data analytics, and presentation skills

Preferred Qualifications

• 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
• 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
• 401(k) retirement plan (with a discretionary contribution to the 401(k), provided eligibility requirements are met)
• 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 vary based on tenure and role type

Location

Not specified