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

Overview

This role sits within the organization’s Private Equity Performance Improvement Services practice, supporting private equity firms and their portfolio companies with solutions designed to preserve and generate business value. The work focuses on improving transparency into key drivers and performance, supporting increased cash and EBITDA, and enabling outcomes through hands-on involvement.

The practice’s Digital Finance workstream includes services across areas such as:

• 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
  • Predictive forecasting models
• Drive finance & accounting process improvement and process automation.
• 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 and scope development

• Connect with clients 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.
• 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 independently.
• Design cash-generating initiatives, EBITDA improvements, and optimal organizational structures to drive client value.
• Anticipate risks and obstacles early, create contingency plans, and communicate in a timely manner with clients.
• Engage collaboratively with senior management and obtain buy-in from senior management/board members for actionable plans.

Leadership and client delivery

• Use 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 complementary teams by leveraging individuals’ talents and capabilities.

Financial acumen and advisory

• 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; streamline processes.
• Have experience in controllership, 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
  • 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.

Compensation & Benefits

Not specified in the provided job description.

Location

Not specified in the provided job description.