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

Overview

This role supports private equity performance improvement initiatives for portfolio companies by improving transparency to key drivers and business performance. Responsibilities focus on helping clients preserve and generate value through hands-on involvement, including initiatives designed to increase cash and EBITDA and to strengthen credible plans and execution of financial outcomes.

Responsibilities

Digital Finance transformation

• Assess finance and accounting functions and implement digital technologies to improve efficiency and transparency (e.g., RPA, finance analytics, NLG, predictive forecasting models)
• Drive finance and accounting process improvement, including process automation
• Apply knowledge of digital finance tools and vendors
• Implement digital finance tools in large public corporations or mid-size private equity owned portfolio companies

Hypothesis / scope development

• Facilitate information gathering with clients
• Guide and facilitate client interviews and ensure relevant data are 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 involving multiple service lines; lead smaller projects independently
• Proactively manage client expectations and minimize risks and negative project impacts
• 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 for actionable plans

Leadership and financial acumen

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

Requirements

• Graduate of an accredited 4-year college/university in a relevant area (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

Preferred Qualifications

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

Compensation & Benefits

• Salary range: $125,000–$190,000 annually, dependent on factors 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

Location

Not specified in the provided job description.