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

Overview

This role supports private equity portfolio companies through CFO Services focused on Digital Finance transformation and performance improvement. The work helps improve transparency to key business drivers, support increased cash and EBITDA, and deliver value through hands-on involvement in client operations.

The CFO Services practice includes:

• Liquidity & Working Capital Optimization
• Strategic Analytics & Planning
• Performance Measurement & Management
• Business Transformation
• Auxiliary Services: Accounting Remediation

Responsibilities

Hypothesis / Scope Development

• Connect with clients to facilitate information gathering
• Guide and facilitate client interviews and ensure relevant data are considered
• Define the analyses needed to prove or disprove assumptions, ensuring complete, accurate, and timely execution
• Apply 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 on project outcomes
• Develop straightforward actionable plans and lead individual workstreams independently
• 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 clients
• Engage collaboratively with senior management, including obtaining buy-in from senior management / board members on actionable plans

Leadership and Financial Acumen

• Leverage industry expertise and prior professional services experience to guide teams and promote innovative, analytical thinking
• Manage client relationships throughout the project duration
• Take accountability for client and team-identified issues
• Build complementary teams based on individuals’ talents and capabilities
• 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 support change management
• Interpret financial statements and understand how information is captured and used, including how to streamline processes
• Bring experience in controllership and finance and accounting advisory services

Requirements

• 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

Preferred Qualifications

• CPA, CFA, MBA, or Master’s Degree

Compensation & Benefits

• Salary range: $150,000-$225,000 annually, dependent on several variables including but not limited to education, experience, skills, and geography
• Discretionary bonus program based on a number of factors, including individual and firm performance (ask your 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, including 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, and parental leave (vacation and personal day amounts vary based on tenure and role type)

Additional Information

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