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) practice, supporting private equity-held portfolio companies with solutions designed to preserve and generate value. The work focuses on improving transparency to key drivers of business performance, supporting increasing cash and EBITDA, and delivering benefits through hands-on involvement in client operations.

Responsibilities

• Lead and execute digital finance transformation initiatives, including assessment and implementation of digital technologies to improve efficiency and transparency
• Assess finance and accounting functions and implement digital solutions (including RPA, finance analytics, NLG, and predictive forecasting models)
• Drive finance & accounting process improvement, process automation, and related change management
• Apply industry and functional knowledge to identify business drivers and issues
• Support hypothesis/scope development, including:
  • Facilitating information gathering with clients
  • Guiding and facilitating client interviews and ensuring relevant data are considered
  • Defining analyses needed to prove or disprove assumptions with complete, accurate, and timely execution
  • Developing frameworks based on project parameters
  • Producing actionable conclusions from analyses
• Manage project workstreams, including leading components across multiple service lines or independently on smaller projects
• Proactively manage client expectations and minimize risks and negative impacts
• Design cash-generating initiatives and EBITDA improvements, including recommendations for optimal organizational structure to drive client value
• Anticipate risks and obstacles early, develop contingency plans, and communicate timely with the client
• Engage collaboratively with senior management and obtain buy-in from senior management/board members for actionable plans
• Provide leadership by leveraging prior professional services experience to guide the team and promote innovative, analytical thinking
• Manage client relationships throughout the project duration and take accountability for issues impacting both client and team
• Build strong project teams using individuals’ talents and capabilities
• Demonstrate financial acumen through:
  • Proficiency in financial modeling and financial statement analysis, including accounting treatments
  • Identifying and driving P&L and B/S accountability
  • Interpreting financial statements and understanding how information is captured and used, including streamlining processes
  • Experience in controllership and/or finance and accounting advisory services

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 one or more of the following:
  • Accounting/Finance
  • Financial Due Diligence
  • Restructuring
  • Investment Banking
  • Private Equity
• Complete proficiency in understanding financial models, data analytics, and presentation skills
• Experience implementing digital tools for finance in large public corporations or mid-size PE-owned portfolio companies
• CPA, CFA, MBA, or Master’s Degree preferred but not required

Preferred Qualifications

• Proven track record in assessing finance and accounting functions and implementing digital technologies to improve efficiency and transparency
• Expertise in building predictive forecasting models
• Knowledge of digital finance tools and vendors

Compensation & Benefits

• Salary range: $150,000–$225,000 annually, dependent on education, experience, skills, and geography
• Discretionary bonus program based on factors including individual and firm performance; ask your recruiter for details
• 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 at rates determined from time to time
  • 401(k) retirement plan, with a discretionary contribution to the 401(k) if eligibility requirements are met
• Paid time off may include 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