Job Description

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

Location: Charlotte, NC, United States
Date Posted: Mar 6, 2025

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 services:

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

PEPI CFO Services Director, Digital Finance:

PROFESSIONAL EXPECTATIONS

• Digital Finance Transformation Expertise and proven implementation experience
• Proven 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 automation
• Knowledge of Digital Finance tools and vendors
• Expertise implementing Digital tools for Finance in large public corporations or mid-size PE owned Portfolio Companies.
• Expertise in building Predictive Forecasting Models

Hypothesis / Scope Development

• 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, ensure 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
• Ability to lead components of projects with multiple service lines and ability to 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, optimal organizational structure to drive client’s value
• Anticipate risks and obstacles early on, create contingency plans and communicate timely with client
• Engage and work collaboratively with senior management; ability to obtain buy-in from senior management / board members on actionable plans

Leadership

• Leverage industry expertise, prior professional services experience to guide team and promote innovative and analytical thinking
• Manage client relationship during the project duration
• Take accountability for both client and team identified issues
• Build complimentary teams using individuals’ talents and capabilities
• Complete proficiency in financial modeling and financial statements analysis and accounting treatments
• Identify and drive P&L and B/S accountability
• Utilize tools and resources to drive change management
• Interpreting financial statements and understanding how info gets captured and used, understand how to streamline the processes
• Experience in the role of Controllership, Finance and Accounting Advisory Services

QUALIFICATIONS:

• Graduate of accredited 4-year college / university with educational concentration in relevant areas (accounting, finance, economics) preferred but not required
• Experience in Digital Finance technologies, including RPA, Predictive Forecasting, Finance Analytics, NLG, data visualization.
• Over 12 years of experience related to: Accounting / Finance, Financial Due Diligence, Restructuring, Investment Banking or Private Equity
• Complete proficiency in understanding financial models, data analytics, and presentation skills
• CPA, CFA, MBA, or Master’s Degree Preferred but not Required

The annual base salary range is $175,000 - $250,000, commensurate with experience . In addition, A&M offers a discretionary bonus program which is based on a number of factors, including individual and firm performance. Please ask your recruiter for details.

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