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

Overview

This role supports private equity portfolio companies through finance and digital transformation efforts. The organization works to improve transparency into key drivers and business performance, support increased cash and EBITDA, and deliver value through hands-on involvement in clients’ operations. This position helps private equity firms ensure portfolio companies have credible plans and the ability to execute and deliver financial outcomes.

Responsibilities

• Lead digital finance transformation initiatives, including implementation of digital technologies to improve efficiency and transparency
• Assess finance and accounting functions and apply digital solutions to enhance performance
• Improve finance & accounting processes through automation and process improvement
• Build and develop predictive forecasting models
• Connect with clients to facilitate information gathering and guide client interviews to ensure all relevant data are considered
• Define the analyses needed to validate or challenge project assumptions, ensuring complete, accurate, and timely execution
• Use industry and functional knowledge to identify business drivers and issues
• Develop project frameworks based on project parameters and produce actionable conclusions from analyses
• Manage and implement project workstreams, including leading components across multiple service lines and leading smaller projects independently
• Proactively manage client expectations, minimize risks, and reduce negative project impacts
• Design cash-generating initiatives, drive EBITDA improvements, and support optimal organizational structure to deliver client value
• Anticipate risks and obstacles early, create contingency plans, and communicate timely with clients
• Engage and collaborate with senior management to obtain buy-in from senior management and/or board members on actionable plans

Leadership and Financial Acumen

• Leverage industry and prior professional services experience to guide teams and promote innovative, analytical thinking
• Manage client relationships throughout the project duration
• Take accountability for both client- and team-identified issues
• Build collaborative teams based on individuals’ talents and capabilities
• Demonstrate proficiency in financial modeling and financial statement analysis, including appropriate 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, including identifying opportunities to streamline processes
• Experience in the role of Controllership, Finance and Accounting Advisory Services

Professional Expectations

• Demonstrated digital finance transformation expertise with proven implementation experience
• Proven track record in assessing finance and accounting functions and implementing digital technologies, including RPA, finance analytics, NLG, and predictive forecasting models
• Knowledge of digital finance tools and vendors
• Experience implementing digital tools for finance in large public corporations or mid-size private equity owned portfolio companies
• Expertise in building predictive forecasting models

Qualifications

• 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
• CPA, CFA, MBA, or Master’s Degree preferred but not required

Compensation & Benefits

• Salary range: $125,000–$190,000 annually, dependent on variables including education, experience, skills, and geography
• Discretionary bonus program based on a number of factors, including individual and firm performance. Please ask your recruiter for details.

Location

• Salary and other variables include geography (specific location not provided).