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. The work aims to improve transparency into key drivers and business performance, support increasing cash and EBITDA, and deliver value through hands-on involvement in clients’ 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 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 and EBITDA improvements, including 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 and obtain buy-in from senior management/board members on actionable plans.

Leadership and Client/Team Management

• Leverage industry expertise and prior professional services experience to guide the team 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.

Financial Acumen and Advisory

• 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.
• Experience in the role of Controllership and 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 & 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 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 at rates determined from time to time
  • 401(k) retirement plan, including discretionary company contribution 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, one floating holiday
  • Parental leave
  • Vacation and personal day amounts vary based on tenure and role type

Location

• Not specified in the provided job description.