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

OVERVIEW A&M’s Private Equity Performance Improvement Services (PEPI) practice works with private equity‑held portfolio companies and provides our clients with solutions to preserve and generate value for their businesses. Our goal is to improve transparency to key drivers and business performance, to support increasing cash and EBITDA, and to provide benefits through hands‑on involvement in our clients’ operations. Our job is to support PE firms to ensure their portfolio companies have credible plans and the ability to execute and deliver financial outcomes.Our PEPI CFO Services practice includes the following pillar of servicesLiquidity & Working Capital OptimizationStrategic Analytics & PlanningPerformance Measurement & ManagementBusiness TransformationAuxiliary Services: Accounting RemediationPEPI CFO Services Director, Digital Finance PROFESSIONAL EXPECTATIONSDigital Finance Transformation Expertise and proven implementation experienceProven track record in assessing finance and accounting functions, and implementing digital technologies to improve efficiency and transparency (RPA, finance analytics, NLG, predictive forecasting models).Finance & accounting process improvement expertise & process automationKnowledge of digital finance tools and vendorsExpertise implementing digital tools for finance in large public corporations or mid‑size PE‑owned portfolio companies.Expertise in building predictive forecasting modelsHypothesis / Scope DevelopmentConnect with client to facilitate information gatheringGuide and facilitate client interviews and ensure all relevant data are considered and pursuedDefine type of analyses needed to prove or disprove assumptions, ensuring complete, accurate and timely executionApply industry and functional knowledge to identify business drivers and issuesUnderstand and develop framework given project parametersDevelop actionable conclusions from analysesProject management and implementationLead components of projects with multiple service lines and lead smaller projects independentlyProactively manage client’s expectations and minimize risks and negative impacts on projectDevelop straightforward actionable plans and lead individual workstreams independentlyDesign cash‑generating initiatives, EBITDA improvements, and optimal organizational structure to drive client’s valueAnticipate risks and obstacles early, create contingency plans, and communicate timely with clientEngage and work collaboratively with senior management; obtain buy‑in from senior management/board members on actionable plansLeadershipLeverage industry expertise and prior professional services experience to guide team and promote innovative and analytical thinkingManage client relationship during the project durationTake accountability for both client and team‑identified issuesBuild complementary teams using individuals’ talents and capabilitiesFinancial acumenComplete proficiency in financial modeling and financial statement analysis and accounting treatmentsIdentify and drive P&L and B/S accountabilityUtilize tools and resources to drive change managementInterpret financial statements and understand how information is captured and used; streamline processesExperience in the role of controllership, finance and accounting advisory servicesQualificationsGraduate of an accredited 4‑year college/university with a concentration in accounting, finance, economics, or related areas (preferred but not required)Experience with digital finance technologies, including RPA, predictive forecasting, finance analytics, NLG, and data visualizationOver 12 years of experience in accounting/finance, financial due diligence, restructuring, investment banking, or private equityComplete proficiency in understanding financial models, data analytics, and presentation skillsProfessional credentials such as CPA, CFA, MBA, or master’s degree preferred but not required#J-18808-Ljbffr