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

Overview

This role supports the organization’s Private Equity Performance Improvement (PEPI) services by working with private equity-owned portfolio companies. The work focuses on preserving and generating value through improved transparency into key drivers and business performance, supporting increased cash and EBITDA, and delivering outcomes through hands-on involvement in client operations.

Within the PEPI CFO Services practice, this position is part of the Digital Finance pillar, which includes:

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

Responsibilities

Digital Finance transformation and implementation

• Demonstrate digital finance transformation expertise, including proven implementation experience.
• Assess finance and accounting functions and implement digital technologies to improve efficiency and transparency, including (as applicable) RPA, finance analytics, NLG, and predictive forecasting models.
• Drive finance and accounting process improvement and process automation.
• Apply knowledge of digital finance tools and vendors.
• Implement digital tools for finance in large public corporations or mid-size PE-owned portfolio companies.
• Build predictive forecasting models.

Hypothesis and 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.
• Produce actionable conclusions from analyses.

Project management and execution

• Lead components of projects involving 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.
• 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 the client.
• Engage collaboratively with senior management and obtain buy-in from senior management/board members on actionable plans.

Leadership and team/accountability

• Leverage industry expertise and prior professional services experience to guide the team and promote innovative and analytical thinking.
• Manage client relationships throughout the project duration.
• Take accountability for issues identified for both the client and the team.
• Build complementary teams using individuals’ talents and capabilities.

Financial acumen and advisory

• Maintain complete proficiency in financial modeling and financial statement analysis, including accounting treatments.
• Identify and drive P&L and B/S accountability.
• Use 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, 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 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 several variables including education, experience, skills, and geography.
• Discretionary bonus program based on multiple factors, including individual and firm performance.

Location

• Not specified in the provided job description.