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

Overview

This role supports a Private Equity Performance Improvement Services practice working with private equity-held portfolio companies. The practice provides solutions to preserve and generate value by improving transparency into key drivers and business performance, supporting increased cash and EBITDA, and engaging hands-on in clients’ operations. The work helps private equity firms ensure portfolio companies have credible plans and the ability to execute and deliver financial outcomes.

Responsibilities

Digital Finance Transformation

• Lead digital finance transformation initiatives with proven experience implementing digital technologies to improve efficiency and transparency.
• Assess finance and accounting functions and implement digital tools, including:
  • RPA
  • Finance analytics
  • NLG
  • Predictive forecasting models
• Drive finance & accounting process improvement, including process automation.
• Demonstrate knowledge of digital finance tools and vendors.
• Implement digital finance tools for finance organizations 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 all relevant data are considered and pursued.
• Define and validate the type of analyses needed to support or disprove assumptions, ensuring complete, accurate, and timely execution.
• Use industry and functional knowledge to identify business drivers and issues.
• Understand and develop project frameworks based on project parameters.
• Develop actionable conclusions from analyses.

Project Management and Implementation

• Lead components of projects that may involve multiple service lines; also lead smaller projects independently.
• Proactively manage client expectations and minimize risks and negative impacts on project outcomes.
• 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 the client.
• Engage collaboratively with senior management and obtain buy-in from senior management/board members on actionable plans.

Leadership and Client Management

• 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 / Controllership

• Demonstrate proficiency in financial modeling, financial statement analysis, and 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; streamline processes.
• Experience in the role of controllership and/or finance and accounting advisory services.

Qualifications

• 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.
• 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.