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

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

Job summary

An established industry player is seeking a Senior Director for CFO Services in Digital Finance. This pivotal role involves transforming finance functions through digital technologies, enhancing operational efficiency, and driving performance improvements. You will engage with private equity portfolio companies to develop actionable plans that optimize liquidity, working capital, and overall financial health. The ideal candidate will possess extensive experience in finance transformation, a strong background in digital tools, and a proven track record of managing complex client relationships. Join this forward-thinking firm to make a significant impact in the finance sector.

Qualifications

• Over 12 years in finance, due diligence, or private equity.
• Experience with digital finance technologies including RPA and analytics.

Responsibilities

• Lead projects to improve EBITDA and cash flow.
• Manage client relationships and expectations throughout projects.

Skills

Digital Finance Transformation

Finance Analytics

Predictive Forecasting

RPA

Accounting Remediation

Process Improvement

Client Engagement

Financial Modeling

Education

Bachelor's degree in Accounting

Master's degree in Finance or Economics

CPA or CFA certification

Tools

Digital Finance Tools

Data Visualization Software

Job description

Alvarez & Marsal Private Equity Performance Improvement Group, LLC

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

Description

OVERVIEW:

A&M's Private Equity Performance Improvement Services (PEPI) practice collaborates with private equity portfolio companies, delivering solutions to preserve and generate business value. Our focus is on enhancing transparency of key drivers and business performance, supporting increased cash flow and EBITDA, and actively engaging in our clients' operations. We aim to help PE firms ensure their portfolio companies have credible, executable plans to achieve financial outcomes.

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, implementing digital technologies like 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 finance tools in large public companies or mid-sized PE-owned portfolio companies
• Proficiency in building predictive forecasting models

Hypothesis / Scope Development

• Engage with clients to gather information effectively
• Facilitate client interviews, ensuring comprehensive data collection
• Determine necessary analyses to validate or refute assumptions, ensuring accuracy and timeliness
• Apply industry and functional knowledge to identify drivers and issues
• Develop project frameworks based on parameters
• Derive actionable conclusions from analyses
• Manage project components and lead smaller projects independently
• Proactively manage client expectations, identify risks, and develop contingency plans
• Create actionable plans and lead workstreams
• Design initiatives to improve EBITDA, cash flow, and organizational structure
• Engage senior management and secure buy-in for plans

Leadership

• Leverage industry expertise and prior experience to guide teams and foster innovation
• Manage client relationships throughout projects
• Address issues for both clients and teams
• Build effective teams based on individual talents
• Financial Acumen
• Proficiency in financial modeling, statement analysis, and accounting treatments
• Drive P&L and B/S accountability
• Utilize tools for change management
• Interpret financial statements and streamline processes
• Experience in controllership, finance, and accounting advisory services

QUALIFICATIONS:

• Bachelor's degree in accounting, finance, economics, or related fields preferred
• Experience with digital finance technologies including RPA, predictive forecasting, analytics, NLG, and data visualization
• Over 12 years in accounting/finance, 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