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

Overview

This role is part of a Private Equity Performance Improvement Services (PEPI) CFO Services practice. The practice supports private equity-held portfolio companies by improving transparency to key drivers and business performance, helping preserve and generate value, and supporting outcomes such as increasing cash and EBITDA through hands-on involvement in clients’ operations.

This position focuses on Digital Finance transformation within finance and accounting functions.

Responsibilities

• Assess finance and accounting functions and implement digital technologies to improve efficiency and transparency (including RPA, finance analytics, NLG, and predictive forecasting models).
• Lead finance & accounting process improvement and process automation initiatives.
• Guide information gathering by connecting with clients and facilitating client interviews.
• Define and execute the analyses needed to prove or disprove assumptions, ensuring complete, accurate, and timely execution.
• Use industry and functional knowledge to identify business drivers, issues, and opportunities.
• Develop frameworks aligned to project parameters.
• Produce actionable conclusions from analysis.
• Manage and deliver project components, including leading workstreams across multiple service lines or leading smaller projects independently.
• Proactively manage client expectations, minimize risks, and reduce negative impacts on project outcomes.
• Design cash-generating initiatives and drive EBITDA improvements, including recommendations for optimal organizational structure to create client value.
• Anticipate risks and obstacles early, develop contingency plans, and communicate timely with clients.
• Engage collaboratively with senior management; obtain buy-in from senior management and/or board members on actionable plans.
• Maintain client relationships throughout the engagement.
• Take accountability for issues affecting both clients and the team.
• Leverage industry expertise to guide team members and promote innovative, analytical thinking.
• Build complementary teams based on individuals’ strengths.

Qualifications

• Graduate of an accredited 4-year college/university in a relevant field (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 one or more of the following:
  • Accounting/Finance
  • Financial due diligence
  • Restructuring
  • Investment banking
  • Private equity
• Proficiency in financial modeling and financial statement analysis, including accounting treatments.
• Ability to interpret financial statements and understand how information is captured and used, with a focus on streamlining processes.
• Experience in controllership, finance, and accounting advisory services.

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 individual and firm performance (ask the recruiter for details).

Location

• Geography is included in compensation considerations; specific location details are not provided in the posting.