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

Overview

This role is within the organization’s Private Equity Performance Improvement Services (PEPI) practice, which supports private equity firms and portfolio companies by improving transparency into key business drivers and performance. The objective is to help preserve and generate business value through hands-on involvement, supporting increases in cash and EBITDA and enabling credible planning and execution of financial outcomes.

The PEPI CFO Services practice includes:

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

Responsibilities

Hypothesis / 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
• Apply 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; also 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 an 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 the client relationship throughout the project duration
• Take accountability for both client and team-identified issues
• Build complementary teams by aligning individuals’ talents and capabilities

Financial Acumen and Advisory

• 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 related 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 variables including education, experience, skills, and geography
• Discretionary bonus program based on factors including individual and firm performance; ask recruiter for details