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

Overview

This role is part of the organization’s Private Equity Performance Improvement practice, working with private equity-held portfolio companies to preserve and generate business value. The focus is on improving transparency to key drivers and business performance, supporting increasing cash and EBITDA, and delivering results through hands-on involvement in clients’ operations.

Responsibilities under this position center on Digital Finance transformation, including assessing finance and accounting functions and implementing digital technologies to improve efficiency and transparency.

Responsibilities

Digital Finance transformation and implementation

• Lead Digital Finance transformation efforts with a proven track record in assessing Finance and Accounting functions and implementing digital technologies to improve efficiency and transparency.
• Apply finance & accounting process improvement expertise, including process automation.
• Support implementations of 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, ensuring all relevant data are considered and pursued.
• Define the analyses needed to prove or disprove assumptions, ensuring complete, accurate, and timely execution.
• Use industry and functional knowledge to identify business drivers and issues.
• Understand and develop a framework based on project parameters.
• Develop actionable conclusions from analyses.

Project management and delivery

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

Leadership and financial acumen

• Leverage prior professional services experience to guide the team and promote innovative and analytical thinking.
• Manage client relationships during project duration.
• Take accountability for client and team-identified issues.
• Build complementary teams by leveraging individuals’ talents and capabilities.
• Demonstrate complete proficiency in financial modeling and financial statement analysis, including accounting treatments.
• Identify and drive P&L and B/S accountability.
• Utilize tools and resources to drive change management.
• Interpret financial statements and understand how information is captured and used; streamline processes.
• Have experience in the role of 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.

Preferred Qualifications

• CPA, CFA, MBA, or Master’s Degree (preferred but not required).

Compensation & Benefits

• Salary range: $150,000–$225,000 annually, dependent on several variables including education, experience, skills, and geography.
• Discretionary bonus program based on individual and firm performance.

Regular employees working 30 or more hours per week are eligible to participate in fringe benefits including:

• Healthcare plans
• Flexible spending and savings accounts
• Life, AD&D, and disability coverages
• 401(k) retirement plan
• Discretionary contribution to the 401(k) (if eligibility requirements are met)
• Paid time off including vacation, personal days, seventy-two (72) hours of sick time (prorated for part time employees), and ten federal holidays
• One floating holiday
• Parental leave

Vacation and personal day amounts vary based on tenure and role type.

Location

Not specified in the provided description.