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

Overview

This role supports private equity portfolio companies with solutions designed to improve transparency to key drivers and business performance, strengthen cash and EBITDA outcomes, and drive value through hands-on involvement in client operations. The organization seeks a Digital Finance leader within its CFO Services practice to help clients build credible plans and execute to deliver financial results.

Responsibilities

• Lead Digital Finance transformation efforts with proven implementation experience
• Assess Finance and Accounting functions and implement Digital technologies to improve efficiency and transparency (including RPA, Finance Analytics, NLG, and Predictive Forecasting models)
• Drive Finance and Accounting process improvement and process automation
• Apply knowledge of Digital Finance tools and vendors
• Build and implement 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 all relevant data are considered and pursued
• Define the analyses needed to prove or disprove assumptions and ensure complete, accurate, and timely execution
• Use industry and functional knowledge to identify business drivers and issues
• Understand and develop frameworks based on project parameters
• 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 and minimize risks and negative impacts
• Develop straightforward, actionable plans and lead individual workstreams independently
• Design cash-generating initiatives, EBITDA improvement plans, and optimal organizational structures to drive client value
• Anticipate risks and obstacles early, create contingency plans, and communicate timely with clients
• Engage collaboratively with senior management; obtain buy-in from senior management/board members on actionable plans

Leadership

• Leverage industry expertise and prior professional services experience to guide the team and promote innovative, analytical thinking
• Manage the client relationship throughout the project duration
• Take accountability for client and team issues
• Build complementary teams based on individuals’ talents and capabilities

Financial Acumen

• Complete proficiency in financial modeling and financial statement analysis, including 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; streamline processes
• Experience in Controllership, Finance and Accounting Advisory Services

Requirements

• Graduate of an accredited 4-year college/university in a relevant field (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 education, experience, skills, and geography
• Discretionary bonus program based on factors including individual and firm performance (ask recruiter for details)
• Regular employees working 30 or more hours per week may participate in 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 with a 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), ten federal holidays, one floating holiday
  • Parental leave
  • Vacation and personal days vary based on tenure and role type

Additional Information

• Hiring occurs on an ongoing basis. Candidates are considered as they apply until the opportunity is filled.