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

Overview

This role supports a Private Equity Performance Improvement Services practice focused on helping portfolio companies preserve and generate value. The work emphasizes improving transparency into key business drivers and performance, supporting growth in cash and EBITDA, and delivering outcomes through hands-on involvement in client operations.

Service pillars within the practice include:

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

Responsibilities

Professional expectations

• Demonstrate digital finance transformation expertise 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)
• Lead finance and accounting process improvement and process automation initiatives
• Show knowledge of digital finance tools and vendors
• Implement digital finance tools in large public corporations or mid-size private equity 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 and ensure 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 with multiple service lines, and 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 an optimal organizational structure to drive client value
• Anticipate risks and obstacles early, create contingency plans, and communicate timely with the client
• Engage and work collaboratively with senior management; obtain buy-in from senior management and/or board members on actionable plans

Leadership and financial acumen

• Leverage industry and 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 using individuals’ talents and capabilities
• Maintain complete proficiency in financial modeling and financial statements 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; streamline processes accordingly
• Have experience in controllership and 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