Director, CFO Services - Digital Finance; Private Equity Portfolio

Position: Director, CFO Services - Digital Finance (Private Equity Portfolio)
# Director, CFO Services - Digital Finance (Private Equity Portfolio)
Alvarez & Marsal Director Private  Equity Full-time

Location

Dallas, United States Date Posted May 18, 2026

Region Open to all US locations

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Get instant notifications when new job openings matching "Private Equity / Director jobs in Dallas, United States" are published.## About This Role Alvarez & Marsal's Private Equity Performance Improvement (PEPI) practice is seeking a Director for its CFO Services – Digital Finance team. This role is open to candidates across all US locations.

A&M's PEPI practice works exclusively with private equity-held portfolio companies, delivering solutions to preserve and generate value. The CFO Services Director focuses on Digital Finance transformation, helping PE-owned portfolio companies modernize their finance and accounting functions to improve transparency, cash generation, and EBITDA performance.

CFO Services pillars include:
Liquidity & Working Capital Optimization, Strategic Analytics & Planning, Performance Measurement & Management, Business Transformation, and Accounting Remediation.

Key responsibilities include:

- Leading digital finance transformation engagements for PE-backed portfolio companies, with a proven track record implementing Digital Finance technologies including RPA, Finance Analytics, NLG, and predictive forecasting models
- Assessing Finance and Accounting functions and implementing digital tools to improve efficiency and transparency
- Developing and executing finance process improvement initiatives and process automation
- Building predictive forecasting models and advanced analytics capabilities
- Connecting with clients to facilitate information gathering, conducting interviews, and defining analytical scope
- Applying industry knowledge to identify key business drivers and develop action plans
- Leading teams of A&M professionals and client staff through transformation delivery

Ideal candidates will have deep expertise in Digital Finance transformation within large public corporations or mid-size PE-owned portfolio companies, strong knowledge of Digital Finance tools and vendors, and experience implementing end-to-end finance automation. PE consulting or direct portfolio company transformation experience is highly valued.

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