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Alvarez & Marsal

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

dallas, TX

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About this opportunity

Alvarez & Marsal lists this PEPI: Director, CFO Services - Digital Finance (OPEN TO ALL US LOCATIONS) opportunity in dallas, Texas. Review the employer’s description below for duties, qualifications and application requirements.

Job description

Alvarez & Marsal Private Equity Performance Improvement

Director, CFO Services - (Digital Finance)

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 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 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 communicating 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

Financial Acumen

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 salary range is $150,000-$225,000 annually, dependent on several variables including but not limited to education, experience, skills, and geography. 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.

Healthcare plans, flexible spending and savings accounts, life, AD&D, and disability coverages at rates determined from time to time as well as a 401(k) retirement plan.

Discretionary contribution to their 401(k) from Alvarez & Marsal.

Paid time off including vacation, personal days, seventy-two (72) hours of sick time (prorated for part time employees), ten federal holidays, one floating holiday, and parental leave.

The amount of vacation and personal days available varies based on tenure and role type.

Regular employees working 30 or more hours per week are also entitled to participate in Alvarez & Marsal Holdings’ fringe benefits consisting of healthcare plans, flexible spending and savings accounts, life, AD&D, and disability coverages at rates determined from time to time as well as a 401(k) retirement plan. Provided the eligibility requirements are met, employees will also receive a discretionary contribution to their 401(k) from Alvarez & Marsal. Additionally, employees are eligible for paid time off including vacation, personal days, seventy-two (72) hours of sick time (prorated for part time employees), ten federal holidays, one floating holiday, and parental leave. The amount of vacation and personal days available varies based on tenure and role type.

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Worksite address

dallas, TX, 75215, US

Who can apply

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Last received from source 2026-10-27View job