Director, CFO Services - Digital Finance (Private Equity Portfolio)

InforCapital, partnership; Dallas (TX); Hybrid; USD 120,000 - 160,000; Full time

Job summary

Alvarez & Marsal is seeking a Director for their CFO Services – Digital Finance team based in Dallas, United States. This role involves leading digital finance transformation for private equity portfolio companies, implementing technologies to enhance financial functions, transparency, and performance.

The ideal candidate will possess expertise in Digital Finance tools, along with experience in process automation. Strong background in PE consulting is preferred. This position offers insights into industry best practices and the opportunity to work closely with clients to drive impactful financial outcomes.

Qualifications

• Experience in leading digital finance transformation for PE-backed portfolio companies.
• Expertise with Digital Finance tools and vendors.
• Understanding of finance process improvement initiatives.

Responsibilities

• Lead digital finance transformation engagements for PE-backed portfolio companies.
• Assess Finance and Accounting functions, implement digital tools.
• Develop predictive forecasting models and advanced analytics capabilities.

Skills

Digital Finance transformation

RPA implementation

Finance Analytics

Predictive forecasting models

Process automation

Job description

# Director, CFO Services - Digital Finance (Private Equity Portfolio)Alvarez & MarsalDirectorPrivate EquityFull-timeLocationDallas, United StatesDate PostedMay 18, 2026RegionOpen to all US locationsStay ahead of the marketGet instant notifications when new job openings matching "Private Equity / Director jobs in Dallas, United States" are published.## About This RoleAlvarez & Marsal's Private Equity Performance Improvement (PEPI) practice is seeking a Director for its CFO Services – Digital Finance team. This role is open to candidates across all US locations.A&M's PEPI practice works exclusively with private equity-held portfolio companies, delivering solutions to preserve and generate value. The CFO Services Director focuses on Digital Finance transformation, helping PE-owned portfolio companies modernize their finance and accounting functions to improve transparency, cash generation, and EBITDA performance.CFO Services pillars include: Liquidity & Working Capital Optimization, Strategic Analytics & Planning, Performance Measurement & Management, Business Transformation, and Accounting Remediation.Key responsibilities include:- Leading digital finance transformation engagements for PE-backed portfolio companies, with a proven track record implementing Digital Finance technologies including RPA, Finance Analytics, NLG, and predictive forecasting models- Assessing Finance and Accounting functions and implementing digital tools to improve efficiency and transparency- Developing and executing finance process improvement initiatives and process automation- Building predictive forecasting models and advanced analytics capabilities- Connecting with clients to facilitate information gathering, conducting interviews, and defining analytical scope- Applying industry knowledge to identify key business drivers and develop action plans- Leading teams of A&M professionals and client staff through transformation deliveryIdeal candidates will have deep expertise in Digital Finance transformation within large public corporations or mid-size PE-owned portfolio companies, strong knowledge of Digital Finance tools and vendors, and experience implementing end-to-end finance automation. PE consulting or direct portfolio company transformation experience is highly valued.Apply for this Position