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

Overview

This role is part of the organization’s Private Equity Performance Improvement practice, supporting private equity portfolio companies with solutions designed to preserve and generate value. Work focuses on improving transparency to key drivers and business performance, supporting increasing cash and EBITDA, and delivering results through hands-on involvement in clients’ operations.

Responsibilities

• Lead Digital Finance transformation initiatives, including assessment of finance and accounting functions and implementation of digital technologies to improve efficiency and transparency (including RPA, finance analytics, NLG, and predictive forecasting models)
• Drive finance and accounting process improvement, including automation
• Conduct hypothesis/scope development by:
  • Facilitating information gathering with clients
  • Guiding and running client interviews to ensure relevant data are captured
  • Defining the analyses required to prove or disprove assumptions with complete, accurate, and timely execution
  • Applying industry and functional knowledge to identify business drivers and issues
  • Developing project frameworks based on project parameters
  • Producing actionable conclusions from analyses
• Manage project workstreams, including:
  • Leading components of projects with multiple service lines and leading smaller projects independently
  • Proactively managing client expectations and minimizing project risks and negative impacts
  • Developing straightforward, actionable plans and leading individual workstreams independently
• Design value-creating initiatives, including cash-generating initiatives, EBITDA improvements, and optimal organizational structure
• Anticipate risks and obstacles early, create contingency plans, and communicate timely with the client
• Engage collaboratively with senior management and obtain buy-in from senior management/board members on actionable plans
• Provide leadership by:
  • Leveraging prior professional services experience to guide teams and promote innovative, analytical thinking
  • Managing client relationships throughout the project
  • Taking accountability for issues impacting both the client and the team
  • Building effective teams using individuals’ talents and capabilities
• Demonstrate financial acumen by:
  • Maintaining proficiency in financial modeling, financial statement analysis, and accounting treatments
  • Identifying and driving P&L and B/S accountability
  • Using tools and resources to support change management
  • Interpreting financial statements and understanding how information is captured and used, including how to streamline processes
  • Providing experience in controllership and 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
• Experience in Digital Finance technologies, including:
  • RPA
  • Predictive Forecasting
  • Finance Analytics
  • NLG
  • Data visualization
• 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 and data analytics, with 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 variables including education, experience, skills, and geography
• Discretionary bonus program based on factors including individual and firm performance (ask your 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 (rates determined from time to time)
  • 401(k) retirement plan with a discretionary contribution (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/personal days vary based on tenure and role type

Location

Geography is a factor in determining compensation (no specific location provided).