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

Overview

This role supports private equity held portfolio companies through Private Equity Performance Improvement Services (PEPI). The work focuses on improving transparency into key business drivers and performance, increasing cash and EBITDA, and delivering value through hands-on involvement in client operations. The organization supports private equity firms by helping portfolio companies develop credible plans and execute to deliver financial outcomes.

Within the PEPI CFO Services practice, this position specifically aligns with Digital Finance transformation, including:

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

Responsibilities

Digital Finance transformation and implementation

• Assess finance and accounting functions and implement digital technologies to improve efficiency and transparency, including RPA, Finance Analytics, NLG, and Predictive Forecasting models.
• Improve finance & accounting processes through automation and digital finance tools.
• 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, ensuring 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 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 to the project.
• Develop straightforward, actionable plans and lead individual workstreams independently.
• Design cash-generating initiatives, EBITDA improvements, and optimal organizational structure to drive client value.
• Anticipate risks and obstacles early, create contingency plans, and communicate timely with the client.
• Engage and collaborate with senior management; 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 during the project duration.
• Take accountability for client and team-identified issues.
• Build complementary teams by leveraging individuals’ talents and capabilities.
• Demonstrate complete proficiency in financial modeling, financial statements analysis, and 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 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.

Compensation & Benefits

• Not specified in the provided description.

Location

• Not specified in the provided description.