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

Overview

This role supports private equity clients through CFO Services within a Digital Finance transformation practice. The work focuses on improving transparency into key drivers and business performance, supporting increased cash and EBITDA, and delivering measurable financial outcomes through hands-on involvement with client operations.

Responsibilities

• Lead components of digital finance transformation projects and independently manage smaller engagements
• Facilitate information gathering with clients
• Guide and conduct client interviews to ensure all relevant data are collected and pursued
• Define analyses needed to support or challenge project assumptions, ensuring complete, accurate, and timely execution
• Apply industry and functional expertise to identify business drivers and issues
• Develop project frameworks aligned to project parameters
• Produce actionable conclusions from analyses
• Project manage and execute implementation activities
• Proactively manage client expectations, minimizing risks and negative impacts to the project
• Develop straightforward actionable plans and lead individual workstreams independently
• Design cash-generating initiatives and EBITDA improvement strategies, including recommendations for optimal organizational structure
• Identify risks and obstacles early, create contingency plans, and communicate them in a timely manner
• Collaborate with senior management to obtain buy-in from senior leadership and board members for actionable plans
• Manage client relationships throughout the engagement
• Take accountability for client and team issues
• Build effective teams by leveraging individuals’ strengths and capabilities

Leadership & Financial Acumen

• Leverage prior professional services experience and industry expertise to guide teams and promote innovative, analytical thinking
• Apply strong financial modeling skills and financial statements analysis, including accounting treatments
• Identify and drive P&L and B/S accountability
• Use tools and resources to support change management
• Interpret financial statements and understand how information is captured and used, recommending process streamlining
• Provide Controllership, Finance, and Accounting Advisory Services experience

Requirements

• Digital Finance transformation expertise with proven implementation experience
• Proven experience assessing Finance and Accounting functions and implementing digital technologies to improve efficiency and transparency (including RPA, Finance Analytics, NLG, and predictive forecasting models)
• Process improvement and process automation expertise across Finance and Accounting
• Knowledge of digital finance tools and vendors
• Experience implementing digital tools for Finance in large public corporations or mid-size private equity-owned portfolio companies
• Expertise in building predictive forecasting models
• 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
• Graduate of an accredited 4-year college/university with educational concentration in relevant areas (accounting, finance, economics) preferred but not required

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 individual and firm performance (details available through a recruiter)

Location

• Geography is considered as part of compensation variables (specific work location not provided in the posting)