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

Overview

This role supports private equity portfolio companies by helping clients preserve and generate business value through hands-on involvement in operations. The Private Equity Performance Improvement Services (PEPI) practice focuses on improving transparency to key drivers, increasing cash and EBITDA, and delivering financial outcomes through credible plans and execution support.

The Private Equity CFO Services practice includes:

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

Responsibilities

• Lead digital finance transformation initiatives 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 and process automation
• Apply knowledge of digital finance tools and vendors
• Implement digital finance 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 and ensure relevant data are considered and pursued
• Define 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 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 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 clients
• Engage and collaborate with senior management; obtain buy-in from senior management and/or board members on actionable plans

Leadership and Financial Acumen

• Leverage industry expertise and prior professional services experience to guide the team and promote innovative, analytical thinking
• Manage client relationships throughout the project duration
• Take accountability for client and team-identified issues
• Build effective teams by leveraging 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
• 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

• Digital finance transformation expertise and proven implementation experience
• Proven track record assessing finance and accounting functions and implementing digital technologies to improve efficiency and transparency (RPA, finance analytics, NLG, predictive forecasting models)
• Finance & accounting process improvement expertise and process automation
• Knowledge of digital finance tools and vendors
• Expertise implementing digital tools for Finance in large public corporations or mid-size PE-owned portfolio companies
• Expertise in building predictive forecasting models
• Graduate of an accredited 4-year college/university with educational concentration in relevant areas (accounting, finance, economics) preferred but not required
• 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)

Compensation & Benefits

Not specified in the provided description.

Location

Not specified in the provided description.