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

Overview

This role is part of the organization’s Private Equity Performance Improvement Services (PEPI) practice. The group partners with private equity–held portfolio companies to preserve and generate value through improved transparency into key drivers and business performance, support for increasing cash and EBITDA, and hands-on involvement in client operations.

Responsibilities focus on supporting private equity firms by helping portfolio companies develop credible plans and execute to deliver financial outcomes. This position specifically sits within the CFO Services practice under the Digital Finance pillar.

Responsibilities

Professional expectations

• Apply digital finance transformation expertise with proven implementation experience
• 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 and accounting process improvement and process automation initiatives
• Demonstrate knowledge of digital finance tools and vendors
• Implement digital tools for finance in large public corporations or mid-size PE-owned portfolio companies
• Build predictive forecasting models

Hypothesis / scope development

• Connect with clients to facilitate information gathering
• Guide and facilitate client interviews, ensuring relevant data are considered and pursued
• Define the 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 with multiple service lines and lead smaller projects independently
• Proactively manage client expectations and minimize risks and negative impacts to the project
• Develop straightforward, actionable plans and lead individual workstreams independently
• Design cash-generating initiatives, EBITDA improvements, and optimal organizational structures to drive client value
• Anticipate risks and obstacles early, create contingency plans, and communicate timely with clients
• Engage and work collaboratively with senior management; obtain buy-in from senior management/board members on actionable plans

Leadership and financial acumen

• Leverage industry expertise and prior professional services experience to guide the team and promote innovative, analytical thinking
• Manage client relationships throughout the project
• Take accountability for client and team-identified issues
• Build complementary teams by matching individuals’ talents and capabilities
• Demonstrate financial acumen, including:
  • Proficiency in financial modeling, financial statement analysis, and accounting treatments
  • Ability to 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 to streamline processes
  • Experience in controllership and finance and accounting advisory services

Requirements

• 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 variables including education, experience, skills, and geography
• Discretionary bonus program available, based on individual and firm performance (ask the recruiter for details)

Location

• Not specified in the provided job description