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

Overview

This role supports a Private Equity Performance Improvement Services (PEPI) practice, working with private equity-held portfolio companies to preserve and generate value. The work focuses on improving transparency to key drivers and business performance to support increasing cash and EBITDA, with hands-on involvement in clients’ operations.

This position is for a CFO Services Manager within the Digital Finance service pillar.

Responsibilities

• Lead digital finance transformation initiatives, including implementation of digital technologies to improve finance efficiency and transparency
• Assess finance and accounting functions and implement digital solutions to improve processes and reporting
• Improve finance & accounting processes through process improvement and process automation
• Use finance analytics and build predictive forecasting models
• Identify business drivers and issues using industry and functional knowledge

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
• Understand and develop a framework based on 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 plans, including optimal organizational structure to drive client value
• Anticipate risks and obstacles early and create contingency plans; communicate timely with clients
• Engage collaboratively with senior management and obtain buy-in from senior management/board members on actionable plans

Leadership and Financial Acumen

• Leverage industry expertise and prior professional services experience to guide the team and promote innovative and analytical thinking
• Manage client relationships during the project duration
• Take accountability for client and team-identified issues
• Build complementary teams by matching individuals’ talents and capabilities
• Demonstrate complete proficiency in:
  • Financial modeling
  • Financial statements analysis and accounting treatments
  • Interpreting financial statements and understanding how information is captured and used
  • Streamlining processes to drive change
• Identify and drive P&L and B/S accountability
• Provide experience in controllership, finance, and accounting advisory services

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 one or more of the following:
  • Accounting / Finance
  • Financial Due Diligence
  • Restructuring
  • Investment Banking
  • 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 variables including education, experience, skills, and geography)
• Discretionary bonus program based on individual and firm performance (ask your recruiter for details)