Senior Director, Digital Finance & PEPI CFO Services

Alvarez & Marsal; Boston (MA); On-site; USD 150,000 - 210,000; Full time

Job summary

Alvarez & Marsal is seeking a Senior Director for PEPI CFO Services, Digital Finance, in Boston. The role focuses on transforming finance processes, leveraging analytics, and implementing digital tools to improve transparency and EBITDA for PE-backed portfolio companies.

You will lead client engagements, build predictive forecasting models, and manage multi-service-line workstreams. The position requires extensive finance experience, strong communication, and ability to drive cash-generating

Qualifications

• Graduate of an accredited 4-year college/university with a concentration in accounting, finance, economics, or related areas.
• Experience with digital finance technologies, including RPA, predictive forecasting, finance analytics, NLG, and data visualization.
• Over 12 years of experience in accounting/finance, financial due diligence, restructuring, investment banking, or private equity.
• Complete proficiency in understanding financial models, data analytics, and presentation skills.
• Professional credentials such as 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, ensuring complete, accurate and timely execution.
• Apply industry and functional knowledge to 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, and optimal organizational structure to drive client’s value.
• Anticipate risks and obstacles early, create contingency plans, and communicate timely with client.
• Engage and work collaboratively with senior management; obtain buy‑in from senior management/board members on actionable plans.

Skills

Digital Finance Transformation

Finance analytics

RPA

NLG

Predictive forecasting models

Process automation

Education

Accounting/Finance degree

CPA

CFA

MBA

Job description

Alvarez & Marsal is seeking a Senior Director for PEPI CFO Services, Digital Finance, in Boston. The role focuses on transforming finance processes, leveraging analytics, and implementing digital tools to improve transparency and EBITDA for PE-backed portfolio companies.

You will lead client engagements, build predictive forecasting models, and manage multi-service-line workstreams. The position requires extensive finance experience, strong communication, and ability to drive cash-generating