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

Overview

This role supports private equity firms and their portfolio companies through CFO Services within a performance improvement practice. The work focuses on improving transparency into key drivers and business performance, supporting increased cash and EBITDA, and delivering value through hands-on involvement in client operations.

Services under the CFO Services practice include:

• 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, ensuring all 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 a framework given project parameters
• Develop actionable conclusions from analyses

Project Management and Implementation

• Lead components of projects involving multiple service lines and 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 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; obtain buy-in from senior management/board members on actionable plans

Leadership

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

Financial Acumen

• Complete proficiency in financial modeling, financial statement analysis, and accounting treatments
• Identify and drive P&L and B/S accountability
• Utilize 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

• Digital Finance transformation expertise and proven implementation experience
• Proven track record assessing finance and accounting functions and implementing digital technologies to improve efficiency and transparency, including:
  • RPA
  • Finance Analytics
  • NLG
  • Predictive Forecasting models
• Finance and accounting process improvement expertise and process automation
• Knowledge of Digital Finance tools and vendors
• Expertise implementing digital finance tools for finance organizations in large public corporations or mid-sized PE-owned portfolio companies
• Expertise in building Predictive Forecasting Models
• 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 a number of factors, including individual and firm performance (ask your recruiter for details)