Director, Digital Finance & PE Value Improvement

Alvarez & Marsal; Leawood (KS); On-site; USD 150,000 - 225,000; Full time

Benefits offered by this job

Healthcare plans

401(k) retirement plan

Paid time off

Parental leave

Job summary

Alvarez & Marsal Private Equity Performance Improvement (PEPI) seeks a Director, CFO Services - Digital Finance to lead finance transformation for PE portfolio companies. The role focuses on creating transparent financial planning, implementing digital tools, and driving EBITDA improvements through analytics and automation.

Ideal candidates bring 12+ years in Accounting/Finance, strong modeling, and experience with Digital Finance tech.

Qualifications

• Graduate of 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, 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
• CPA, CFA, MBA, or Master’s Degree Preferred but not Required

Responsibilities

• 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, ensure complete, accurate and timely execution
• Apply industry and functional knowledge 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, optimal organizational structure to drive client’s value
• Anticipate risks and obstacles early on, create contingency plans and communicating timely with client
• Engage and work collaboratively with senior management; obtain buy-in from senior management / board on actionable plans

Skills

Digital Finance

RPA

Forecasting

Finance Analytics

Process Improvement

Education

Accounting/Finance Degree

Graduate degree preferred

Tools

Financial Modeling

Data Visualization

NLG

Job description

Alvarez & Marsal Private Equity Performance Improvement (PEPI) seeks a Director, CFO Services - Digital Finance to lead finance transformation for PE portfolio companies. The role focuses on creating transparent financial planning, implementing digital tools, and driving EBITDA improvements through analytics and automation.

Ideal candidates bring 12+ years in Accounting/Finance, strong modeling, and experience with Digital Finance tech.