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

Overview

This role supports private equity portfolio companies through the organization’s Private Equity Performance Improvement Services (PEPI) practice. The focus is on helping clients preserve and generate value by improving transparency to key drivers and business performance, supporting increasing cash and EBITDA, and providing hands-on involvement in clients’ operations. Work centers on ensuring portfolio companies have credible plans and the ability to execute and deliver financial outcomes.

The Digital Finance practice includes services such as:

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

Responsibilities

Digital Finance Transformation and Implementation

• 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).
• Drive finance and accounting process improvement through automation.
• Apply knowledge of digital finance tools and vendors.
• Implement digital finance tools for large public corporations or mid-size private equity owned portfolio companies.
• Build Predictive Forecasting Models.

Hypothesis / Scope Development

• Connect with client teams to facilitate information gathering.
• Guide and facilitate client interviews and ensure all relevant data are considered and pursued.
• Define the analyses needed to prove or disprove assumptions, ensuring complete, accurate, and timely execution.
• Apply industry and functional knowledge to identify business drivers and issues.
• Understand and develop a framework given project parameters.
• Develop actionable conclusions from analyses.

Project Management and Implementation

• Lead components of projects that may involve multiple service lines, and independently lead smaller projects.
• Proactively manage client expectations and minimize risks and negative impacts on the project.
• Develop straightforward, actionable plans and lead individual workstreams.
• 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 and/or board members on actionable plans.

Leadership

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

Financial Acumen and Controllership / Advisory

• Demonstrate complete 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; identify opportunities to streamline processes.
• Have experience in the role of Controllership and 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 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).