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

Overview

The organization’s Private Equity Performance Improvement Services (PEPI) practice works with private equity–held portfolio companies to preserve and generate business value. The focus is on improving transparency to key drivers and business performance, supporting increased cash and EBITDA, and delivering value through hands-on involvement in client operations.

Within PEPI, the Private Equity Performance Improvement Services (PEPI) CFO Services practice includes:

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

This role is for a PEPI CFO Services Director, Digital Finance.

Responsibilities

Digital Finance transformation and implementation

• Lead digital finance transformation efforts 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 improvements and process automation
• Apply knowledge of digital finance tools and vendors
• Implement digital tools for finance in large public corporations or mid-size PE-owned portfolio companies
• Build predictive forecasting models

Hypothesis / scope development

• Partner with clients to facilitate information gathering
• Guide and facilitate client interviews and ensure all relevant data are considered and pursued
• Define the analyses needed to prove or disprove assumptions and ensure 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 execution

• Lead components of projects with multiple service lines and lead smaller projects independently
• Proactively manage client expectations and minimize risks and negative impacts on the project
• Develop straightforward, actionable plans and lead individual workstreams independently
• Design cash-generating initiatives and EBITDA improvement efforts
• Develop optimal organizational structures to drive client value
• Anticipate risks and obstacles early, create contingency plans, and communicate timely with the client
• Collaborate with senior management and obtain buy-in from senior management/board members on actionable plans

Leadership and client/team management

• 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 by leveraging individuals’ talents and capabilities

Financial acumen and advisory

• Demonstrate 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 where appropriate
• 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