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

Overview

This role is part of the Private Equity Performance Improvement Services (PEPI) practice, which supports private equity firms and their portfolio companies with solutions designed to preserve and generate business value. The work focuses on improving transparency into key business drivers and performance, supporting increased cash and EBITDA, and providing hands-on involvement in clients’ operations.

This position falls under the organization’s PEPI CFO Services practice, with responsibilities spanning the following service pillars:

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

Responsibilities

Digital Finance Transformation

• 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, including process automation
• Apply knowledge of digital finance tools and vendors
• Implement digital tools for Finance in large public corporations or mid-sized 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 collected 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 frameworks aligned to project parameters
• Develop actionable conclusions from analyses

Project Management and Implementation

• Lead components of projects that include multiple service lines; lead smaller projects independently
• Proactively manage client expectations and minimize risks and negative impacts on project outcomes
• 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 clients
• Engage collaboratively with senior management and obtain buy-in from senior management / board members on actionable plans

Leadership and Financial Acumen

• Leverage industry expertise and 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 issues identified during engagement
• Build complementary teams by leveraging individuals’ talents and capabilities
• Maintain 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 support change management
• Interpret financial statements and understand how information is captured and used; streamline processes
• Demonstrate experience in controllership, finance, and accounting advisory services

Qualifications

• 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 in areas including Accounting/Finance, Financial Due Diligence, Restructuring, Investment Banking, or Private Equity
• Complete proficiency in understanding financial models, data analytics, and presentation skills
• CPA, CFA, MBA, or Master’s Degree preferred but not required