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Job description
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, 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
Leadership
Leverage industry expertise and 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 complementary teams using individuals’ talents and capabilities
Financial acumen
Complete proficiency in financial modeling and financial statement analysis and accounting treatments
Identify and drive P&L and B/S accountability
Utilize tools and resources to drive change management
Interpret financial statements and understand how information is captured and used; streamline processes
Experience in the role of controllership, finance and accounting advisory services
Qualifications
Graduate 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 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
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Worksite address
charlotte, NC, 28245, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.