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

Overview

This role leads Digital Finance transformation within a Private Equity Performance Improvement (PEPI) CFO Services practice. The team works with private equity-held portfolio companies to preserve and generate value by improving transparency to key drivers and business performance, supporting increasing cash and EBITDA, and delivering measurable outcomes through hands-on involvement in client operations.

Service pillars include:

• Liquidity & Working Capital Optimization
• Strategic Analytics & Planning
• Performance Measurement & Management
• Business Transformation
• Auxiliary Services: Accounting Remediation

Responsibilities

• Provide Digital Finance transformation expertise, including assessment of finance and accounting functions and implementation of digital technologies to improve efficiency and transparency (e.g., RPA, Finance Analytics, NLG, Predictive Forecasting models).
• Lead finance and accounting process improvement and process automation initiatives.
• Apply knowledge of Digital Finance tools and vendors, including expertise implementing digital tools for Finance in large public corporations or mid-sized private equity-owned portfolio companies.
• Build Predictive Forecasting Models.

Hypothesis / scope development:

• Facilitate information gathering with clients.
• Guide and conduct client interviews to ensure relevant data is considered.
• Define analyses needed to prove or disprove assumptions, ensuring complete, accurate, and timely execution.
• Use industry and functional knowledge to identify business drivers and issues.
• Develop frameworks aligned to project parameters.
• Produce actionable conclusions from analyses.

Project management and implementation:

• Lead components of multi-service-line projects and 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 structure to drive client value.
• Identify risks and obstacles early, create contingency plans, and communicate timely with clients.
• Engage collaboratively with senior management and obtain buy-in from senior management/board members on actionable plans.

Leadership and client delivery:

• Leverage prior professional services experience to guide teams and promote innovative and analytical thinking.
• Manage client relationships throughout the project.
• Take accountability for both client and team-identified issues.
• Build complementary teams by matching individuals’ talents and capabilities.

Financial acumen and advisory:

• Demonstrate complete proficiency in financial modeling and financial statement analysis, including 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; identify opportunities to streamline processes.
• Bring 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 several variables including education, experience, skills, and geography.
• Discretionary bonus program based on factors including individual and firm performance (details available through your recruiter).
• 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, including a discretionary employer 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 and personal day amounts vary based on tenure and role type.

Location

Not specified.