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

Overview

This role supports private equity performance improvement work by partnering with private equity-held portfolio companies to strengthen transparency into key drivers and business performance, increase cash and EBITDA, and deliver measurable financial outcomes through hands-on involvement.

The organization is seeking a Director, CFO Services – Digital Finance to lead Digital Finance transformation efforts and associated analytics, planning, performance measurement, business transformation, and auxiliary accounting remediation.

Responsibilities

• Lead Digital Finance transformation initiatives, 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).
• Drive finance and accounting process improvement and process automation.
• Apply digital finance tool and vendor knowledge to support solution design and delivery.
• Provide expertise implementing digital tools for Finance in large public corporations or mid-size private equity owned portfolio companies.
• Build Predictive Forecasting Models.

Hypothesis / Scope Development

• Connect with clients to facilitate information gathering.
• Guide and facilitate client interviews and ensure relevant data is captured and considered.
• Define the analyses needed to validate or disprove assumptions, ensuring complete, accurate, and timely execution.
• Use industry and functional knowledge to identify business drivers and issues.
• Understand project parameters and develop an execution framework.
• Develop actionable conclusions from analyses.

Project Management and Implementation

• Lead components of projects with multiple service lines; lead smaller projects independently.
• Proactively manage client expectations, minimize risks, and reduce negative impacts to project delivery.
• Develop straightforward, actionable plans and lead individual workstreams.
• Design cash-generating initiatives, EBITDA improvements, and optimal organizational structure to drive client value.
• Anticipate risks and obstacles early, create contingency plans, and communicate timely with the client.
• Engage collaboratively with senior management and obtain buy-in from senior management/board members on actionable plans.

Leadership and Financial Acumen

• Leverage prior professional services experience and industry expertise to guide teams and promote innovative, analytical thinking.
• Manage client relationships throughout project duration.
• Take accountability for client and team-identified issues.
• Build complementary teams by leveraging individual strengths.
• Demonstrate 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 drive change management.
• Interpret financial statements and understand how information is captured and used to streamline processes.
• Bring experience in Controllership, 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 with 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 variables including education, experience, skills, and geography.
• Discretionary bonus program available; based on factors including individual and firm performance. Ask your recruiter for details.
• Regular employees working 30 or more hours per week are entitled to fringe benefits, including:
  • Healthcare plans
  • Flexible spending and savings accounts
  • Life, AD&D, and disability coverages (rates determined from time to time)
  • 401(k) retirement plan, including a discretionary employer contribution (provided eligibility requirements are met)
• Paid time off includes:
  • Vacation
  • Personal days
  • Seventy-two (72) hours of sick time (prorated for part-time employees)
  • Ten (10) federal holidays
  • One (1) floating holiday
  • Parental leave
• Vacation and personal day amounts vary based on tenure and role type.

Location

Not specified in the provided description.

Hiring Process

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 are interested in.