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

Overview

This role supports Private Equity portfolio companies through a Performance Improvement Services practice focused on preserving and generating business value. The work emphasizes transparency to key drivers of performance, supporting increased cash and EBITDA, and delivering results through hands-on involvement in client operations.

Service pillars include:

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

Responsibilities

Digital Finance Transformation

• Provide digital finance transformation expertise, including 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.
• 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

• Engage with clients to facilitate information gathering.
• Guide and facilitate client interviews and ensure relevant data is 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; lead smaller projects independently.
• Proactively manage client expectations and minimize risks and negative impacts.
• Develop straightforward, actionable plans and lead individual workstreams.
• 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.
• Collaborate with senior management and 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 and analytical thinking.
• Manage client relationships throughout the project duration.
• Take accountability for client and team issues.
• Build complementary teams based on individuals’ talents and capabilities.
• 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 drive change management.
• Interpret financial statements and understand how information is captured and used, including opportunities to streamline processes.
• Provide experience in Controllership, 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 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.

Preferred Qualifications

• CPA, CFA, MBA, or Master’s Degree (preferred but not required).