PEPI: Associate, CFO Services -- Digital Finance (OPEN TO ALL US LOCATIONS)

Overview

This role supports private equity portfolio companies through Finance performance improvement and digital transformation initiatives. The focus is on improving transparency to key drivers and business performance, increasing cash and EBITDA, and delivering measurable financial outcomes through hands-on involvement.

Responsibilities

• Facilitate client information gathering and guide/facilitate client interviews to ensure relevant data is collected and analyzed
• Define and execute the analyses needed to prove or disprove project assumptions, ensuring complete, accurate, and timely delivery
• Apply industry and functional knowledge to identify business drivers, issues, and opportunities
• Develop project frameworks aligned to project parameters
• Produce actionable conclusions from analyses and develop straightforward actionable plans
• Lead components of projects that may include multiple service lines; lead smaller projects independently
• Design cash-generating initiatives, EBITDA improvements, and optimal organizational structures to drive client value
• Proactively manage client expectations, minimize risks, and communicate timely on risks and contingency planning
• Engage collaboratively with senior management and obtain buy-in from senior management/board members on actionable plans
• Manage client relationships throughout the project lifecycle
• Take accountability for client and team-identified issues
• Lead efforts using individuals’ talents and capabilities to build effective, complementary teams
• Complete financial modeling and financial statements analysis, including accounting treatments
• Drive P&L and B/S accountability
• Streamline finance and accounting processes by understanding how information is captured and used
• Utilize tools and resources to support change management

Required Professional Expectations

• Digital Finance transformation expertise and proven implementation experience
• Proven track record assessing Finance and Accounting functions and implementing digital technologies to improve efficiency and transparency in at least one of the following areas:
  • RPA
  • Finance analytics
  • NLG
  • Predictive forecasting models
• Finance and Accounting process improvement expertise, including process automation
• Knowledge of digital finance tools and vendors
• Experience implementing digital tools for Finance in large public corporations or mid-size PE-owned portfolio companies
• Expertise building predictive forecasting models

Leadership & Financial Acumen

• Leverage prior professional services experience and industry expertise to guide teams and promote innovative, analytical thinking
• Demonstrate proficiency in 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
• 2–4 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
• Experience in Digital Finance technologies, including RPA, predictive forecasting, finance analytics, NLG, and data visualization
• CPA, CFA, MBA, or Master’s Degree preferred but not required

Compensation & Benefits

• Salary range: $90,000 - $130,000 annually, dependent on education, experience, skills, and geography
• Discretionary bonus program based on factors including individual and firm performance (ask recruiter for details)
• Fringe benefits for regular employees working 30 or more hours per week, including:
  • Healthcare plans
  • Flexible spending and savings accounts
  • Life, AD&D, and disability coverages
  • 401(k) retirement plan, including 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/personal days vary based on tenure and role type)

Hiring

• Recruiting occurs on an ongoing basis; candidates are considered as they apply until the opportunity is filled.