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

Overview

This role supports private equity portfolio companies through CFO Services within a Performance Improvement practice. The work focuses on improving transparency into key drivers and business performance, supporting increased cash and EBITDA, and delivering value through hands-on involvement in client operations. The CFO Services Director, Digital Finance role involves assessing finance and accounting functions and implementing digital technologies to improve efficiency and transparency.

Responsibilities

• Lead digital finance transformation efforts for finance and accounting organizations
• Assess finance and accounting functions and implement digital technologies to improve efficiency and transparency (including RPA, finance analytics, NLG, and predictive forecasting models)
• Improve finance & accounting processes through process automation
• Apply industry and functional knowledge to identify business drivers and issues
• Facilitate information gathering with clients
• Guide and facilitate client interviews to ensure relevant data are considered and pursued
• Define and execute analyses to prove or disprove project assumptions, ensuring complete, accurate, and timely delivery
• Develop a project framework aligned to project parameters
• Produce actionable conclusions from analyses
• Lead project components across multiple service lines and independently manage smaller projects
• Proactively manage client expectations and minimize risks and negative impacts
• Develop straightforward actionable plans and lead individual workstreams independently
• Design cash-generating initiatives and EBITDA improvement efforts, 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 and board members
• Leverage industry and professional services experience to guide the team and promote innovative and analytical thinking
• Manage the client relationship throughout the project
• Take accountability for client and team identified issues
• Build complementary teams based on individual strengths and capabilities
• Apply financial acumen: complete proficiency in financial modeling, financial statement analysis, and accounting treatments
• Identify and drive P&L and B/S accountability
• Use tools and resources to support change management
• Interpret financial statements and streamline processes by understanding how information is captured and used
• Provide experience in Controllership, Finance, and Accounting Advisory Services

Professional Expectations

• Digital finance transformation expertise and proven implementation experience
• Proven track record assessing finance and accounting functions and implementing digital technologies to improve efficiency and transparency (RPA, finance analytics, NLG, and predictive forecasting models)
• Finance & accounting process improvement and process automation expertise
• Knowledge of digital finance tools and vendors
• Expertise implementing digital tools for finance in large public corporations or mid-sized private equity-owned portfolio companies
• Expertise building predictive forecasting models

Leadership & Management

• Promote innovative and analytical thinking while leveraging prior industry expertise
• Lead teams and workstreams; manage and coordinate client-facing deliverables

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: accounting/finance, financial due diligence, restructuring, investment banking, or private equity
• Complete proficiency in understanding financial models, data analytics, and presentation skills
• CPA, CFA, MBA, or Master’s Degree preferred but not required

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 recruiter for details)
• Benefits for regular employees working 30 or more hours per week include:
  • Healthcare plans
  • Flexible spending and savings accounts
  • Life, AD&D, and disability coverages (rates determined from time to time)
  • 401(k) retirement plan with 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, and parental leave
  • Vacation and personal day amounts vary based on tenure and role type

Location

• Not specified in the provided description.

Additional Information

• The employer recruits on an ongoing basis. Candidates are considered as they apply until the opportunity is filled.