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

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 in at least one of the following areas: RPA, Finance Analytics, NLG, Predictive Forecasting models.
• Finance & Accounting Process improvement expertise & process automation
• 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

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.
• 2-4 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

Pay

The salary range is $90,000 - $130,000 annually, dependent on several variables including but not limited to education, experience, skills, and geography.

Benefits

• Healthcare plans
• Flexible spending and savings accounts
• Life, AD&D, and disability coverages
• Discretionary bonus program
• 401(k) retirement plan
• 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