Associate, CFO Services

Overview

This role supports finance transformation for private equity-backed portfolio companies through the organization’s CFO Services practice within Private Equity Performance Improvement (PEPI). Responsibilities include hands-on, data-driven improvements across people, processes, and technology—focused on transparency into key business drivers, strengthening financial performance, and enabling informed decision-making.

Responsibilities

• Structure project work plans and manage time-sensitive engagements through to completion
• Work with team members to develop findings and deliver strategic recommendations
• Apply strong financial modeling skills, including building 13-week cash flows (preferred)
• Support treasury and cash management initiatives (strong plus)
• Contribute to systems implementation efforts (plus)
• Synthesize meaningful insights from data, opinions, or facts to inform recommendations
• Deliver time-pressured projects on time and at a high quality level

Qualifications

• Bachelor’s Degree in Business Administration, Accounting, Finance, or related field
• 3-5+ years of previous related accounting/finance roles, performance improvement operations consulting, accounting diligence, or restructuring experience
• Strong understanding of finance and accounting, with a preference for CPA’s
• Strong written, oral, and analytical skills
• Strong Excel and PowerPoint skills
• Structured project management (time, team, and work-stream management)
• Initiative and drive; critical thinking skills
• Flexible and creative thinking
• Ability to build client relationships
• Flexibility to travel up to 80% of the time

Preferred Qualifications

• MBA or other advanced degree or certification preferred (e.g., CPA, CFA, etc.)
• Experience with Tableau and think-cell software (plus)
• Treasury/cash management experience (strong plus)
• Systems implementation experience (plus)

Compensation & Benefits

• Salary range: $100,000--$130,000 annually, dependent on education, experience, skills, and geography
• Discretionary bonus program available; based on factors including individual and firm performance (ask recruiter for details)
• Full-time and part-time positions over 30 hours
• Regular employees working 30 or more hours per week may participate in fringe benefits including:
  • Healthcare plans
  • Flexible spending and savings accounts
  • Life, AD&D, and disability coverages (rates determined from time to time)
  • 401(k) retirement plan, including a discretionary contribution to the 401(k) (if eligibility requirements are met)
  • Paid time off: vacation, personal days, seventy-two (72) hours of sick time (prorated for part time employees), ten federal holidays, one floating holiday, and parental leave (vacation and personal days vary by tenure and role type)

Location

• Open to all U.S. locations
• Travel up to 80% of the time

Equal Opportunity

The organization is an equal opportunity employer and provides and promotes equal opportunity in employment, compensation, and other terms and conditions of employment without discrimination based on protected characteristics under applicable laws.

Additional Information

• The organization does not accept unsolicited resumes from third-party recruiters unless engaged to provide candidates for a specified opening.