Associate, CFO Services

Overview

This role supports private equity-backed portfolio companies by helping transform the finance and accounting function through CFO Services focused on Finance, Treasury, and Liquidity Management.

• Location: Open to all U.S. locations
• Work schedule: Full-time and part-time positions over 30 hours

Responsibilities

• Work with team members to deliver time-sensitive projects by structuring a work plan and managing the process through completion
• Develop findings and provide strategic recommendations
• Build and support financial modeling, including 13-week cash flows (preferred)
• Strengthen transparency into key business drivers to improve financial performance and enable informed decision-making
• Support sustainable improvements across people, processes, and technology
• Enhance operational efficiency and optimize cash flow and EBITDA
• Contribute to solutions supporting long-term value and clients’ strategic goals
• Build client relationships and support delivery through structured project management (time, team, and workstreams)

Requirements

• Solid understanding of finance and accounting (CPA preferred)
• Strong experience with financial statements and financial modeling
• Preference for experience developing 13-week cash flows
• Strong Excel and PowerPoint skills
• Ability to synthesize meaningful insights from data, opinions, or facts
• Strong written, oral, and analytical skills
• Demonstrated critical thinking and initiative
• Ability to deliver time-pressured projects on time and to a high standard
• Flexibility to travel up to 80% of the time
• Education: Bachelor’s Degree in Business Administration, Accounting, Finance, or related field
• Experience: 3-5+ years of previous related accounting/finance roles, performance improvement operations consulting, accounting diligence, or restructuring experience

Preferred Qualifications

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

Compensation & Benefits

• Salary range: $100,000–$130,000 annually, dependent on factors including education, experience, skills, and geography
• Discretionary bonus program: based on factors including individual and firm performance (ask recruiter for details)

Benefits for regular employees working 30 or more hours per week include:

• Healthcare plans, flexible spending and savings accounts, life, AD&D, and disability coverages (rates determined from time to time)
• 401(k) retirement plan with a discretionary contribution (eligibility requirements apply)
• 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 based on tenure and role type

Location & Employment Status

• Open to all U.S. locations
• Full-time positions and part-time positions over 30 hours

Equal Opportunity Employer

The organization 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 require or administer lie detector tests as a condition of employment or continued employment.
• Candidates are considered as they apply on an ongoing basis until the opportunity is filled.
• The organization does not accept unsolicited resumes from third-party recruiters unless engaged to provide candidates for a specified opening.