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

Overview

This role is part of the organization’s Private Equity Performance Improvement Services (PEPI) practice. The practice partners with private equity–held portfolio companies to preserve and generate value through hands-on involvement, improving transparency into key drivers and business performance, and supporting increased cash and EBITDA. The organization supports PE firms by helping portfolio companies develop credible plans and execute to deliver financial outcomes.

Responsibilities

Digital Finance Transformation & Implementation

• Lead digital finance transformation 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 and accounting process improvement, including 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 considered.
• 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 & Delivery

• Lead components of projects involving 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 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; obtain buy-in from senior management and board members on actionable plans.

Leadership & Client/Team Management

• Use 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 issues.
• Build complementary teams using individuals’ talents and capabilities.

Financial Acumen & Advisory

• Maintain complete proficiency in financial modeling and financial statement 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.
• Experience in the role of 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
  • Data visualization
• Over 12 years of experience related to one or more of the following:
  • Accounting/Finance
  • Financial Due Diligence
  • Restructuring
  • Investment Banking
  • 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.