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

Overview

This role supports private equity portfolio companies by helping develop credible financial plans and the ability to deliver financial outcomes. The work focuses on improving transparency into key drivers of business performance, increasing cash and EBITDA, and driving value through hands-on involvement.

Service areas under the CFO Services Digital Finance practice include:

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

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 automation
• Apply digital finance tool and vendor knowledge to support client engagements
• 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 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 frameworks 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 and EBITDA improvement initiatives
• Develop optimal organizational structures 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 Client Management

• Leverage industry expertise and prior professional services experience to guide teams and promote innovative, analytical thinking
• Manage client relationships during the project duration
• Take accountability for client and team-identified issues
• Build complementary teams using individuals’ talents and capabilities
• Drive financial acumen through proficiency in financial modeling and 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; streamline processes
• Demonstrate experience in Controllership, 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 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 a number of factors, including individual and firm performance (ask recruiter for details)
• Regular employees working 30 or more hours per week are entitled to 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 their 401(k) (eligibility requirements apply)
• 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

Location

Not specified in the provided description.