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

Overview

This role is part of the organization’s Private Equity Performance Improvement (PEPI) CFO Services practice, supporting private equity firms and their portfolio companies with solutions designed to preserve and generate value. The work focuses on improving transparency into key drivers and business performance, supporting increased cash and EBITDA, and contributing through hands-on involvement in client operations.

Within CFO Services, this position leads Digital Finance transformation initiatives, including the assessment and implementation of digital technologies to improve efficiency and transparency.

Responsibilities

• Lead Digital Finance transformation work, 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, process automation, and adoption of digital finance tools
• Lead hypothesis/scope development activities, including:
  • Facilitating information gathering and client interviews
  • Defining analyses needed to prove or disprove assumptions with complete, accurate, and timely execution
  • Applying industry and functional knowledge to identify business drivers and issues
  • Developing frameworks based on project parameters
  • Producing actionable conclusions from analyses
• Manage project delivery and implementation work:
  • Lead components of multi-service-line projects and independently lead smaller projects
  • 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
  • Recommend optimal organizational structure to drive client value
  • 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 and financial oversight:
  • Use industry expertise and professional services experience to guide teams and promote innovative, analytical thinking
  • Manage client relationships throughout the project lifecycle
  • Take accountability for client and team issues
  • Build complementary teams based on individuals’ talents and capabilities
  • Apply financial acumen, including:
    • Proficiency in financial modeling and financial statement analysis and accounting treatments
    • Identify and drive P&L and B/S accountability
    • Utilize tools and resources to support change management
    • Interpret financial statements and understand how information is captured and used, including opportunities to streamline processes
    • Experience in the role of Controllership and/or 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 experience assessing finance and accounting functions and implementing digital technologies

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 factors including individual and firm performance (ask your recruiter for details)
• 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 (with a discretionary contribution if eligibility requirements are met)
  • Paid time off: 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 day amounts vary based on tenure and role type

Location

• Not specified in the provided job description.

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 that are of interest to them.