Associate, CFO Services

Overview

This role supports finance transformation and performance improvement efforts for private equity-backed portfolio companies through the CFO Services practice.

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

Responsibilities

• Work with team members to structure a time-sensitive work plan and manage the process through completion.
• Develop findings and deliver strategic recommendations.
• Perform strong financial modeling, including a preferred background in developing 13-week cash flows.
• Strengthen understanding and application of financial statements.
• Contribute to treasury and cash management initiatives (treasury/cash management experience is a strong plus).
• Support systems implementation efforts (systems implementation experience is a plus).
• Synthesize meaningful insights from data, opinions, or facts.
• Communicate effectively through strong written, oral, and analytical skills.
• Apply structured project management (time, team, and work-stream management).
• Build and maintain client relationships.

Requirements

• 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.
• Flexibility to travel up to 80% of the time.
• Solid understanding of finance and accounting, with a preference for CPA’s.
• Strong Excel and PowerPoint skills.
• Ability to deliver time-pressured projects on-time and on-quality.

Preferred Qualifications

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

Compensation & Benefits

• Salary range: $100,000–$130,000 annually, dependent on education, experience, skills, and geography.
• Discretionary bonus program based on individual and firm performance (please ask your recruiter for details).
• Full-time and part-time positions over 30 hours.
• Regular employees working 30 or more hours per week are eligible for 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 (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
  • Parental leave
• Vacation and personal days vary based on tenure and role type.

Location

• Open to all U.S. locations.

Additional Information

• The organization does not require or administer lie detector tests as a condition of employment or continued employment (including the Massachusetts prohibition on such tests).
• Equal Opportunity Employer commitment to employment and compensation without discrimination based on protected characteristics under applicable laws.
• Unsolicited resumes from third-party recruiters are not accepted unless engaged to provide candidates for a specified opening; submitted unsolicited resumes may be hired at the organization’s discretion without fee owed to the submitting recruiter.