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

Overview

This role within Private Equity Performance Improvement (PEPI) CFO Services focuses on helping private equity firms and their portfolio companies preserve and generate value through hands-on support. The emphasis is on improving transparency to key drivers of business performance, increasing cash and EBITDA, and delivering credible plans that can be executed to achieve financial outcomes.

Responsibilities

• Lead Digital Finance transformation initiatives with proven implementation experience.
• Assess finance and accounting functions and implement digital technologies to improve efficiency and transparency (including RPA, Finance Analytics, NLG, and Predictive Forecasting models).
• Improve finance & accounting processes, including process automation.
• Use knowledge of digital finance tools and vendors to support end-to-end transformation.
• Implement digital tools for finance in large public corporations or mid-sized private equity-owned portfolio companies.
• Build Predictive Forecasting Models.

Hypothesis / Scope Development

• Connect with clients to facilitate information gathering.
• Guide and facilitate client interviews and ensure relevant data is 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 frameworks 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.
• Develop straightforward, actionable plans and lead individual workstreams independently.
• Design cash-generating initiatives, EBITDA improvements, and optimal organizational structures to drive client value.
• Anticipate risks and obstacles early; create contingency plans and communicate timely with clients.
• Collaborate with senior management; obtain buy-in from senior management/board members on actionable plans.

Leadership and Financial Acumen

• Leverage industry expertise and prior professional services experience to guide teams and promote innovative, analytical thinking.
• Manage client relationships throughout the project duration.
• Take accountability for client and team-identified issues.
• Build complementary teams by leveraging individuals’ talents and capabilities.
• Maintain complete proficiency in financial modeling, financial statements analysis, and accounting treatments.
• Identify and drive P&L and B/S accountability.
• Use tools and resources to drive change management.
• Interpret financial statements and understand how information is captured and used; streamline processes.
• Experience in controllership, finance, and accounting advisory services.

Required 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.
• 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 factors including education, experience, skills, and geography.
• Discretionary bonus program based on several factors, including individual and firm performance.
• Fringe 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) 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.