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

Overview

This role supports private equity firms by helping portfolio companies develop credible plans and execute to deliver financial outcomes. The work focuses on improving transparency to key drivers of business performance, supporting increases in cash and EBITDA, and providing hands-on involvement in client operations.

Service pillars within 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 to 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 given project parameters
• Develop actionable conclusions from analyses

Project Management and Implementation

• Lead components of projects with multiple service lines; 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 and EBITDA improvement plans, 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

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

Financial Acumen

• Maintain 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 processes
• Demonstrate experience in controllership and Finance & Accounting Advisory Services

Professional Expectations

• Digital Finance transformation expertise with 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, including process automation
• Knowledge of digital finance tools and vendors
• Expertise implementing digital tools for finance in large public corporations or mid-sized PE-owned portfolio companies
• Expertise building predictive forecasting models

Qualifications

• 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
  • 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 variables including education, experience, skills, and geography
• Discretionary bonus program based on a number of factors, including individual and firm performance (details available through the recruiter)