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

Alvarez & Marsal Private Equity Performance Improvement Group, LLC in; Dallas (TX); Remote; USD 120,000 - 180,000; Full time

Job summary

A leading firm is seeking a Director for CFO Services focused on Digital Finance. This role involves driving digital transformation, managing projects, and collaborating closely with clients to enhance financial performance. Ideal candidates have extensive experience in finance, digital tools, and strong leadership skills. Join a dynamic team and contribute to innovative finance solutions.

Qualifications

• Over 12 years of experience in finance, accounting, or private equity.
• Experience with digital finance technologies and data analytics.
• Expertise in financial modeling and presentation skills.

Responsibilities

• Lead digital finance transformation projects and manage client relationships.
• Develop project frameworks and actionable conclusions.
• Create plans to improve cash flow and EBITDA.

Skills

Digital Finance Transformation

Process Improvement

Automation

Data Analytics

Financial Modeling

Predictive Forecasting

Client Relationship Management

Education

Degree in Accounting, Finance, or Economics

CPA

CFA

MBA or Master’s degree

Tools

RPA

Predictive Forecasting Models

Finance Analytics

NLG

Data Visualization

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 focus is on enhancing transparency in key drivers and business performance, supporting increased cash flow and EBITDA, and actively engaging in our clients' operations. We aim to ensure portfolio companies have credible plans and the capacity to execute and deliver financial results.

Our PEPI CFO Services practice includes the following pillars:

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

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 and implementing digital technologies such as RPA, Finance Analytics, NLG, and Predictive Forecasting models to improve efficiency and transparency
• Experience in process improvement and automation within finance and accounting
• Knowledge of digital finance tools and vendors
• Experience implementing digital finance solutions in large public companies or mid-sized PE portfolio companies
• Ability to develop and build predictive forecasting models

Scope Development & Hypothesis:

• Engage with clients to gather information and facilitate interviews
• Define analyses to validate assumptions, ensuring completeness and accuracy
• Apply industry and functional knowledge to identify business drivers and issues
• Develop project frameworks and actionable conclusions

Project Management & Leadership:

• Lead project components and smaller projects independently
• Manage client expectations and mitigate risks
• Create actionable plans and lead workstreams
• Design initiatives to improve cash flow, EBITDA, and organizational structure
• Identify risks early, develop contingency plans, and communicate effectively with clients
• Collaborate with senior management and secure buy-in

Leadership & Financial Acumen:

• Leverage industry expertise to guide teams and promote innovation
• Manage client relationships throughout projects
• Ensure accountability for issues and outcomes
• Build effective 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 process streamlining

Qualifications:

• Degree from an accredited university in accounting, finance, or economics preferred but not mandatory
• Experience with digital finance technologies like RPA, predictive forecasting, analytics, NLG, 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

#LI-LS1