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

Overview

This role supports Private Equity Performance Improvement (PEPI) CFO Services, focused on helping portfolio companies improve transparency into business drivers and performance, support increasing cash and EBITDA, and drive value through hands-on involvement in client operations.

The practice includes services across:

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

Responsibilities

• Lead Digital Finance transformation efforts, including assessing finance and accounting functions and implementing digital technologies to improve efficiency and transparency
• Drive finance and accounting process improvement and automation
• Build and apply predictive forecasting models
• Conduct hypothesis and scope development, including:
  • Facilitate information gathering and client interviews
  • Define analyses needed to prove or disprove assumptions and ensure complete, accurate, and timely execution
  • Apply industry and functional knowledge to identify business drivers and issues
  • Develop frameworks based on project parameters
  • Produce actionable conclusions from analyses
• Lead project management and implementation, including:
  • 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
  • Design cash-generating initiatives and EBITDA improvements, including optimal organizational structure
  • Anticipate 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
• Provide leadership across client engagements, including:
  • Guide teams using industry expertise and professional services experience to promote innovative and analytical thinking
  • Manage client relationships throughout the project duration
  • Take accountability for client and team issues
  • Build complementary teams by leveraging individuals’ talents and capabilities
• Apply financial acumen and advisory support, including:
  • Proficiency in financial modeling and financial statement analysis
  • 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 to streamline processes
  • Experience in controllership, finance, and accounting advisory services

Requirements

• Graduate of an accredited 4-year college/university with an 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
• Proven expertise in assessing finance and accounting functions and implementing digital technologies (including RPA, finance analytics, NLG, and predictive forecasting models)
• Knowledge of digital finance tools and vendors
• Expertise implementing digital tools for finance in large public corporations or mid-sized PE-owned portfolio companies

Preferred Qualifications

• CPA, CFA, MBA, or Master’s Degree

Compensation & Benefits

• Salary range: $150,000–$225,000 annually, dependent on factors including education, experience, skills, and geography
• Discretionary bonus program based on 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 (rates determined from time to time) and a 401(k) retirement plan
• Provided eligibility requirements are met, employees receive a discretionary contribution to their 401(k)
• 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/personal days vary based on tenure and role type)

Location

Not specified.