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

Overview

This role is for a CFO Services Manager within a Private Equity Performance Improvement (PEPI) practice. The team works with private equity portfolio companies to preserve and generate value by improving transparency to key drivers and business performance, supporting increasing cash and EBITDA, and delivering results through hands-on involvement in client operations.

Services under CFO Services include:

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

Responsibilities

Digital Finance transformation

• Lead digital finance transformation initiatives with proven implementation experience
• Assess finance and accounting functions and implement digital technologies to improve efficiency and transparency (including RPA, finance analytics, NLG, and predictive forecasting models)
• Improve finance and accounting processes through automation and digital finance solutions
• Apply expertise with digital finance tools and vendors
• Implement digital tools for finance in large public corporations or mid-sized PE-owned portfolio companies
• Build predictive forecasting models

Hypothesis / scope development

• Connect with clients to facilitate information gathering
• Guide and facilitate client interviews and ensure relevant data is considered and pursued
• Define 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 based on project parameters
• Develop actionable conclusions from analyses

Project management and implementation

• Lead components of projects with multiple service lines, and independently lead smaller projects
• 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 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 for the duration of the project
• Take accountability for both client- and team-identified issues
• Build complementary teams based on individuals’ talents and capabilities

Financial acumen and advisory

• Demonstrate 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 Controllership, 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 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 several variables including education, experience, skills, and geography
• Discretionary bonus program based on factors including individual and firm performance (details available from the recruiter)

Location

Not specified in the provided job description.