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

Overview

This role supports private equity performance improvement engagements for portfolio companies by improving transparency to key drivers and business performance, supporting increasing cash and EBITDA, and enabling credible plans that can be executed to deliver financial outcomes.

The organization’s 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 all relevant data are considered and pursued
• 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 a framework given 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 the project
• 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 the client
• Engage and work 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 and analytical thinking
• Manage the client relationship during the project duration
• Take accountability for both client and team-identified issues
• Build complementary teams using individuals’ talents and capabilities

Financial Acumen and Client Value

• Complete proficiency in financial modeling and financial statement analysis and 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 where needed
• 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
• Digital finance transformation expertise with proven implementation experience
• Proven track record in assessing finance and accounting functions and implementing digital technologies to improve efficiency and transparency (including RPA, finance analytics, NLG, predictive forecasting models)
• Finance and accounting process improvement expertise and process automation
• Knowledge of digital finance tools and vendors
• Expertise implementing digital tools for finance in large public corporations or mid-size PE-owned portfolio companies
• Expertise in building predictive forecasting models

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 a number of factors, including individual and firm performance (ask your 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 (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: vacation, personal days, seventy-two (72) hours of sick time (prorated for part time employees)
  • Ten federal holidays and one floating holiday
  • Parental leave
  • Vacation and personal days available vary based on tenure and role type

Location

• Location not specified in the provided job description.

Employment Process

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