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

Overview

This role supports the organization’s Private Equity Performance Improvement (PEPI) work by helping portfolio companies preserve and generate value through improved transparency into key drivers and business performance. Responsibilities include supporting PE firms with credible plans and the ability to execute financial outcomes.

The PEPI CFO Services practice includes:

• Liquidity & Working Capital Optimization
• Strategic Analytics & Planning
• Performance Measurement & Management
• Business Transformation
• Auxiliary Services: Accounting Remediation

Responsibilities

Digital Finance transformation and implementation

• Assess Finance and Accounting functions and implement digital technologies to improve efficiency and transparency (including RPA, Finance Analytics, NLG, and Predictive Forecasting models)
• Drive Finance & Accounting process improvement and process automation
• Apply 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; ensure all 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 a framework aligned with 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 improvements, including optimal organizational structure to drive client value
• Anticipate risks and obstacles early; create contingency plans and communicate timely with the client
• Engage collaboratively with senior management and obtain buy-in from senior management/board members on actionable plans

Leadership and financial acumen

• Use industry expertise and prior professional services experience to guide the team and promote innovative, analytical thinking
• Manage client relationships during 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 and financial statement analysis, including accounting treatments
• Identify and drive P&L and B/S accountability
• Utilize tools and resources to drive change management
• Interpret financial statements and understand how information is captured and used; streamline processes
• Experience in controllership, Finance, and Accounting Advisory Services

Requirements

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

Location

• Not specified in the provided description