CareerPlan

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

Troy, NY, USFull-time$150k–$225k2026-10-14 → 2026-11-09

Core

Director leading digital finance transformation, predictive forecasting, and process automation for private equity portfolio companies to improve cash, EBITDA, and operational transparency.

Role type

Senior IC Director, Digital Finance & Strategy

Builds

Predictive forecasting models, RPA implementations, strategic analytics frameworks, and cash generation initiatives

Domain

Private Equity / Digital Finance / Financial Engineering

Deliverable

production ML models

Required skills

Digital Finance transformation, RPA implementation, Predictive Forecasting models, Finance Analytics, NLG, Financial modeling, Financial statement analysis, Process automation, Project management, Change management

Preferred skills

Experience in Controllership, Investment Banking, Restructuring, Data visualization

Technologies

RPA, NLG, Predictive Forecasting, Finance Analytics, Data visualization

Responsibilities

Lead digital finance transformation projects and implement automation tools; Develop and execute predictive forecasting models and strategic analytics; Manage client relationships and guide senior management on actionable financial plans; Design cash-generating initiatives and optimal organizational structures; Lead workstreams across multiple service lines and manage project risks.

Seniority

Director, hands-on IC with team leadership