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

Overview

This role supports private equity portfolio companies through CFO Services focused on Digital Finance transformation. Responsibilities center on improving transparency into business performance drivers, strengthening cash and EBITDA outcomes, and enabling credible planning and execution of financial results.

Service pillars include:

• 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 and ensure all relevant data are considered.
• 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 given project parameters.
• Develop actionable conclusions from analyses.

Project Management and Implementation

• Lead components of projects that may involve multiple service lines, and lead smaller projects independently.
• Proactively manage client expectations, minimizing risks and negative impacts on the project.
• Develop straightforward, actionable plans and lead individual workstreams independently.
• Design cash-generating initiatives and EBITDA improvements, including optimal organizational structure to drive client value.
• Anticipate risks and obstacles early, create contingency plans, and communicate timely with the client.
• Engage collaboratively with senior management; obtain buy-in from senior management/board members on actionable plans.

Leadership and Financial Advisory

• Leverage industry expertise and prior professional services experience to guide teams and promote innovative, analytical thinking.
• Manage the client relationship throughout the project duration.
• Take accountability for client and team issues.
• Build complementary teams using individuals’ talents and capabilities.
• Demonstrate financial acumen, including:
  • Proficiency in financial modeling and financial statement analysis and accounting treatments.
  • Ability to identify and drive P&L and B/S accountability.
  • Ability to utilize 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.

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, 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 variables including education, experience, skills, and geography.
• Discretionary bonus program based on 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 (discretionary employer contribution, 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
  • Parental leave
• Vacation and personal day amounts vary based on tenure and role type.

Additional Information

• The organization recruits on an ongoing basis; candidates are considered as they apply until the opportunity is filled. Candidates are encouraged to apply expeditiously to roles they are qualified for and interested in.