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

OVERVIEW

A&M’s Private Equity Performance Improvement Services (PEPI) practice works with private equity‑held portfolio companies and provides our clients with solutions to preserve and generate value for their businesses. Our goal is to improve transparency to key drivers and business performance, to support increasing cash and EBITDA, and to provide benefits through hands‑on involvement in our clients’ operations. Our job is to support PE firms to ensure their portfolio companies have credible plans and the ability to execute and deliver financial outcomes.

Our PEPI CFO Services practice includes the following pillar of services

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

PEPI CFO Services Director, Digital Finance

PROFESSIONAL EXPECTATIONS

• Digital Finance Transformation Expertise and proven implementation experience
• Proven track record in assessing finance and accounting functions, and implementing digital technologies to improve efficiency and transparency (RPA, finance analytics, NLG, predictive forecasting models).
• Finance & accounting process improvement expertise & 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

Hypothesis / Scope Development

• Connect with client to facilitate information gathering
• Guide and facilitate client interviews and ensure all relevant data are considered and pursued
• Define type of analyses needed to prove or disprove assumptions, ensuring complete, accurate and timely execution
• Apply industry and functional knowledge to identify business drivers and issues
• Understand and develop 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’s expectations and minimize risks and negative impacts on project
• Develop straightforward actionable plans and lead individual workstreams independently
• Design cash‑generating initiatives, EBITDA improvements, and optimal organizational structure to drive client’s value
• Anticipate risks and obstacles early, create contingency plans, and communicate timely with client
• Engage and work collaboratively with senior management; obtain buy‑in from senior management/board members on actionable plans

Leadership

• Leverage industry expertise and prior professional services experience to guide team and promote innovative and analytical thinking
• Manage client relationship during the project duration
• Take accountability for both client and team‑identified issues
• Build complementary teams using individuals’ talents and capabilities
• Financial acumen
• Complete proficiency in financial modeling and financial statement analysis and accounting treatments
• Identify and drive P&L and B/S accountability
• Utilize tools and resources to drive change management
• Interpret financial statements and understand how information is captured and used; streamline processes
• Experience in the role of controllership, finance and accounting advisory services

Qualifications

• Graduate of an accredited 4‑year college/university with a concentration in accounting, finance, economics, or related areas (preferred but not required)
• Experience with digital finance technologies, including RPA, predictive forecasting, finance analytics, NLG, and data visualization
• Over 12 years of experience in accounting/finance, financial due diligence, restructuring, investment banking, or private equity
• Complete proficiency in understanding financial models, data analytics, and presentation skills
• Professional credentials such as CPA, CFA, MBA, or master’s degree preferred but not required