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

Overview

This role supports Private Equity Performance Improvement (PEPI) engagements for portfolio companies by improving transparency into key drivers of business performance, supporting increased cash and EBITDA, and delivering measurable outcomes through hands-on involvement in client operations.

The organization’s CFO Services Digital Finance practice focuses on helping clients optimize finance and accounting processes, strengthen performance measurement and management, and implement digital technologies to improve efficiency, transparency, and execution of financial outcomes.

Responsibilities

• Lead digital finance transformations and implementations, including assessing finance and accounting functions and applying digital technologies to improve efficiency and transparency
• Conduct hypothesis and scope development activities, including:
  • Facilitating information gathering with clients
  • Guiding and facilitating client interviews and ensuring relevant data is considered
  • Defining analyses needed to test assumptions, ensuring complete, accurate, and timely execution
  • Applying industry and functional knowledge to identify business drivers and issues
  • Developing frameworks based on project parameters
  • Producing actionable conclusions from analyses
• Manage project execution and implementation, including:
  • Leading project components across multiple service lines and leading smaller projects independently
  • Managing client expectations and minimizing risks and negative impacts
  • Developing straightforward, actionable plans and leading individual workstreams independently
  • Designing cash-generating initiatives, EBITDA improvements, and optimal organizational structures to drive client value
  • Anticipating risks and obstacles early and creating contingency plans with timely client communication
  • Collaborating with senior management to secure buy-in from senior management/board members on actionable plans
• Provide leadership and advisory support, including:
  • Leveraging industry expertise and professional services experience to guide teams and promote innovative and analytical thinking
  • Managing client relationships throughout the engagement
  • Taking accountability for issues affecting both the client and the team
  • Building and coordinating effective teams based on individuals’ capabilities
  • Driving financial acumen, including financial modeling, financial statements analysis, and understanding accounting treatments
  • Identifying and driving P&L and B/S accountability
  • Interpreting financial statements and understanding how information is captured and used to streamline processes
  • Applying experience in controllership and finance and accounting advisory services

Requirements

• Bachelor’s degree from an accredited 4-year college/university (educational concentration in accounting, finance, or economics preferred but not required)
• Experience in digital finance technologies, including:
  • RPA
  • Predictive Forecasting
  • Finance Analytics
  • NLG
  • Data visualization
• 12+ years of experience related to one or more of the following:
  • Accounting/Finance
  • Financial Due Diligence
  • Restructuring
  • Investment Banking
  • Private Equity
• Complete proficiency in understanding financial models, data analytics, and presentation skills
• Demonstrated digital finance transformation expertise and proven implementation experience
• Proven track record in assessing finance and accounting functions and implementing digital technologies to improve efficiency and transparency
• Knowledge of digital finance tools and vendors
• Expertise implementing digital finance tools in large public corporations or mid-size PE-owned portfolio companies
• Expertise building predictive forecasting models

Preferred Qualifications

• CPA, CFA, MBA, or Master’s degree

Compensation & Benefits

• Salary range: $150,000–$225,000 annually (dependent on education, experience, skills, and geography)
• Discretionary bonus program based on a number of factors, including individual and firm performance (ask recruiter for details)
• Fringe benefits for regular employees working 30 or more hours per week, including:
  • Healthcare plans
  • Flexible spending and savings accounts
  • Life, AD&D, and disability coverages
  • 401(k) retirement plan with a discretionary contribution (eligibility requirements apply)
• Paid time off, including:
  • Vacation and personal days (amount varies by tenure and role type)
  • Seventy-two (72) hours of sick time (prorated for part time employees)
  • Ten federal holidays
  • One floating holiday
  • Parental leave

Location

Not specified.