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

Alvarez & Marsal Private Equity Performance Improvement Group, LLC in; Boston (MA); Remote; USD 150,000 - 250,000; Full time

Job summary

A leading company in private equity performance improvement seeks a Director for CFO Services in Digital Finance. This role requires extensive experience in digital finance transformation and a track record of enhancing financial outcomes for clients. The successful candidate will lead initiatives to optimize cash flow and improve organizational structure while collaborating closely with senior management and clients. Candidates with expertise in financial modeling, analytics, and proven leadership abilities are highly encouraged to apply.

Qualifications

• Over 12 years in finance, accounting, due diligence, restructuring, investment banking, or private equity.
• Expertise in Digital Finance technologies such as RPA and Predictive Forecasting.
• Proficiency in financial models, data analytics, and presentation skills.

Responsibilities

• Lead digital finance transformation initiatives for private equity portfolio companies.
• Engage with clients to define analyses and project management.
• Develop project frameworks to improve cash flow and EBITDA.

Skills

Digital Finance Transformation

Finance Analytics

Predictive Forecasting Models

Financial Modeling

Data Visualization

Education

Degree in relevant fields

CPA

CFA

MBA

Master’s degree

Job description

Alvarez & Marsal Private Equity Performance Improvement Group, LLC

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

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

Description

Alvarez & Marsal Private Equity Performance Improvement

Director, CFO Services - Digital Finance

OVERVIEW:

A&M's Private Equity Performance Improvement Services (PEPI) practice collaborates with private equity portfolio companies to provide solutions that preserve and generate value. Our goal is to enhance transparency, support increased cash flow and EBITDA, and involve ourselves actively in client operations to ensure credible plans and successful execution of financial outcomes.

Our PEPI CFO Services practice includes:

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

Role: PEPI CFO Services Director, Digital Finance

PROFESSIONAL EXPECTATIONS:

• Expertise in Digital Finance Transformation with proven implementation experience
• Track record in assessing finance and accounting functions, implementing digital technologies such as RPA, Finance Analytics, NLG, and Predictive Forecasting models to improve efficiency and transparency
• Experience in finance & accounting process improvement and automation
• Knowledge of digital finance tools and vendors
• Experience implementing digital tools in large public companies or medium-sized PE-owned portfolio companies
• Ability to develop predictive forecasting models

Scope Development & Project Management:

• Engage with clients to gather information and facilitate interviews
• Define analyses needed to validate assumptions and ensure accurate, timely execution
• Identify business drivers and issues using industry knowledge
• Develop project frameworks and actionable conclusions
• Lead project components and smaller projects independently
• Manage client expectations and develop contingency plans
• Design initiatives to improve cash flow, EBITDA, and organizational structure
• Work collaboratively with senior management and obtain buy-in

Leadership & Financial Acumen:

• Leverage industry expertise and promote innovative thinking
• Manage client relationships and team issues
• Build teams based on individual talents
• Proficiency in financial modeling, statement analysis, and accounting treatments
• Drive P&L and B/S accountability
• Utilize tools for change management and streamline processes

Qualifications:

• Degree in relevant fields preferred but not required
• Experience with Digital Finance technologies including RPA, Predictive Forecasting, Analytics, NLG, and data visualization
• Over 12 years in finance, accounting, due diligence, restructuring, investment banking, or private equity
• Proficiency in financial models, data analytics, and presentation skills
• CPA, CFA, MBA, or Master’s degree preferred but not required