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

Overview

This role supports a private equity Performance Improvement Services practice focused on helping portfolio companies preserve and generate business value. The work emphasizes improving transparency to key drivers and business performance, increasing cash and EBITDA, and supporting execution through hands-on involvement in clients’ operations.

Services in the CFO Services (Digital Finance) practice include:

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

Responsibilities

Digital Finance transformation

• 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, including process automation
• Apply knowledge of digital finance tools and vendors
• Implement digital finance tools 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 to ensure 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 frameworks given project parameters
• Develop actionable conclusions from analyses

Project management & 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 collaboratively with senior management and obtain buy-in from senior management/board members on actionable plans

Leadership & 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 by aligning individuals’ talents and capabilities

Financial acumen & advisory support

• Apply 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; identify process streamlining opportunities
• Provide experience aligned with 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 with digital finance technologies, including RPA, Predictive Forecasting, Finance Analytics, NLG, and data visualization
• Over 8 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: $125,000–$190,000 annually, dependent on education, experience, skills, and geography
• Discretionary bonus program based on individual and firm performance (details available from the recruiter)

Location

• Location not specified in the provided description.