Associate, CFO Services

Overview

This role is an Associate position for CFO Services within the Finance, Treasury, and Liquidity Management practice, supporting private equity-backed portfolio companies.

The work is open to all U.S. locations.

Responsibilities

• Work on time-sensitive projects by structuring a work plan and managing the process through to completion
• Develop findings and make strategic recommendations
• Support transformation of finance and accounting functions for private equity-backed portfolio companies
• Partner with clients to deliver sustainable improvements across people, processes, and technology
• Drive transparency into key business drivers and strengthen financial performance
• Enhance operational efficiency and optimize cash flow and EBITDA
• Enable informed decision-making through hands-on, data-driven analysis
• Apply systems and implementation experience (where applicable)

Requirements

• Solid understanding of finance and accounting, with a preference for CPA’s
• Experience working through a time-sensitive project by structuring a work plan and managing the process through to completion
• Strong financial modeling experience and solid understanding of financial statements; development of 13-week cash flows is preferred
• Experience with Tableau and think-cell software is a plus
• Treasury / cash management experience is a strong plus
• Systems implementation experience is a plus
• Bachelor’s Degree in Business Administration, Accounting, Finance, or related field, with 3-5+ years of previous related accounting/finance roles, performance improvement operations consulting, accounting diligence, or restructuring experience
• MBA or other advanced degree or certification preferred (e.g., CPA, CFA, etc.)
• Flexibility to travel up to 80% of the time

Professional Skills

• Synthesizing meaningful insights from data, opinions, or facts
• Strong written, oral, and analytical skills
• Strong Excel and PowerPoint skills
• Structured project management (time, team, and work-streams management)
• Initiative and drive
• Critical thinking skills
• Ability to deliver time-pressured projects on-time and on-quality
• Flexible and creative thinking
• Client relationship building

Compensation & Benefits

• Salary range: $100,000--$130,000 annually, dependent on education, experience, skills, and geography
• Discretionary bonus program based on a number of factors, including individual and firm performance; ask your recruiter for details
• Full-time positions and part-time positions over 30 hours
• Regular employees working 30 or more hours per week are also entitled to participate in fringe benefits including:
  • Healthcare plans, flexible spending and savings accounts, life, AD&D, and disability coverages (rates determined from time to time)
  • A 401(k)-retirement plan, including a discretionary contribution to the 401(k) (provided eligibility requirements are met)
  • 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
  • Vacation and personal days vary based on tenure and role type

Location

• Open to all U.S. locations

Additional Information

• Unsolicited resumes from third-party recruiters are not accepted unless engaged to provide candidates for a specified opening.