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

Overview

This role supports Private Equity Performance Improvement Services (PEPI) by partnering with private equity portfolio companies to preserve and generate business value. The work focuses on improving transparency into key drivers and business performance, supporting increases in cash and EBITDA, and delivering outcomes through hands-on involvement in client operations.

Service areas within the Private Equity Performance Improvement Services practice include:

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

Responsibilities

Digital Finance Transformation

• Lead digital finance transformation efforts, 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)
• Improve finance and accounting processes, including process automation
• Apply knowledge of digital finance tools and vendors
• Implement digital finance tools 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 and ensure all relevant data are considered
• 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 that include multiple service lines, and independently manage smaller projects
• Proactively manage client expectations and minimize risks and negative project impacts
• 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 and work collaboratively with senior management; obtain buy-in from senior management/board members on actionable plans

Leadership

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

Financial Acumen

• Demonstrate 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 support change management
• Interpret financial statements and understand how information is captured and used; identify opportunities to streamline processes
• Experience in the role of Controllership, Finance and Accounting Advisory Services

Qualifications

• 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 12 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
• CPA, CFA, MBA, or Master’s Degree preferred but not required

Preferred Qualifications

• CPA, CFA, MBA, or Master’s Degree