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

Overview

This role supports the organization’s Private Equity Performance Improvement (PEPI) CFO Services practice, working with private equity-held portfolio companies to preserve and generate value. The focus is improving transparency into key business drivers and performance, supporting increased cash and EBITDA, and driving value through hands-on involvement in clients’ operations.

Responsibilities

• Conduct client information gathering to facilitate hypothesis/scope development.
• Lead and facilitate client interviews; ensure relevant data are collected, complete, accurate, and delivered on time.
• Define and execute analyses needed to prove or disprove assumptions.
• Apply industry and functional knowledge to identify business drivers and issues.
• Develop project frameworks aligned to project parameters and produce actionable conclusions from analyses.
• Manage and implement workstreams, including leading components of projects that may involve multiple service lines, and leading smaller projects independently.
• Proactively manage client expectations, minimizing risks and negative project impacts.
• Develop straightforward, actionable plans and lead individual workstreams independently.
• Design cash-generating initiatives and EBITDA improvement strategies, including optimal organizational structure recommendations to drive client value.
• Anticipate risks and obstacles early; create contingency plans and communicate timely with clients.
• Collaborate with senior management to obtain buy-in from senior management/board members on actionable plans.

Leadership & Financial Acumen

• Leverage prior professional services experience and industry knowledge to guide teams and promote innovative, analytical thinking.
• Manage client relationships throughout the project lifecycle.
• Take accountability for issues identified for both the client and the team.
• Build complementary teams by leveraging individuals’ strengths.
• Demonstrate complete proficiency in financial modeling, financial statement analysis, and 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.
• Bring experience in the role of Controllership and 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.
• Experience in Digital Finance technologies, including RPA, Predictive Forecasting, Finance Analytics, NLG, and data visualization.
• 2–4 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.

Professional Expectations

• Digital Finance transformation expertise with 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 and process automation expertise.
• Knowledge of Digital Finance tools and vendors.
• Expertise implementing digital tools for Finance in large public corporations or mid-size PE-owned portfolio companies.
• Expertise in building Predictive Forecasting Models.

Compensation & Benefits

• Salary range: $90,000 – $130,000 annually (dependent on education, experience, skills, and geography).
• Discretionary bonus program based on a number of factors, including individual and firm performance.
• Benefits for regular employees working 30 or more hours per week may include:
  • 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) if 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
  • Parental leave
• Vacation and personal day amounts vary based on tenure and role type.

Hiring Process

• The organization recruits on an ongoing basis and reviews candidates as they apply until the opportunity is filled.