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

Overview

This role supports private equity held portfolio companies through value-preservation and value-generation solutions. Work focuses on improving transparency to key business drivers and performance, increasing cash and EBITDA, and enabling execution of financial outcomes through hands-on involvement.

The services align to a Private Equity Performance Improvement Services (PEPI) CFO Services offering, including:

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

Responsibilities

Hypothesis / Scope Development

• Connect with client stakeholders to facilitate information gathering
• Guide and facilitate client interviews; ensure relevant data are considered and pursued
• Define the analyses needed to validate assumptions, ensuring complete, accurate, and timely execution
• Apply 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 involving multiple service lines; lead smaller projects independently
• Proactively manage client expectations to minimize risks and negative project impacts
• 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 the client
• Engage collaboratively with senior management and obtain buy-in from senior management/board members for 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 throughout the project duration
• Take accountability for client and team-identified issues
• Build complementary teams based on 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
• Use tools and resources to support change management
• Interpret financial statements and understand how information is captured and used; streamline processes where appropriate
• Have experience in controllership and/or 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 and accounting process improvement expertise, including 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
• 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 job description.

Location

Not specified in the provided job description.