Associate, CFO Services

Overview

This role is for an Associate in CFO Services focused on Finance, Treasury, and Liquidity Management, supporting Private Equity Performance Improvement services.

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

Responsibilities

• Work with team members to structure a time-sensitive project work plan and manage execution through completion.
• Develop findings and provide strategic recommendations.
• Support 13-week cash flow development and strengthen understanding and use of financial statements.
• Use strong financial modeling skills to support project deliverables.
• Synthesize meaningful insights from data, opinions, and facts.
• Deliver time-pressured project results on-time and on-quality.
• Build and maintain client relationships.
• Contribute to transformation of finance and accounting functions for private equity-backed portfolio companies, supporting improvements across people, processes, and technology.
• Enhance operational efficiency and optimize cash flow and EBITDA.
• Support transparency into key business drivers and enable informed decision-making.

Requirements

• Solid understanding of finance and accounting, with a preference for CPAs.
• 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.
• Ability to deliver time-pressured projects on-time and on-quality.
• Flexible and creative thinking.
• 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.

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 software.

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 (ask recruiter for details).
• Full-time and part-time positions over 30 hours.
• Regular employees working 30 or more hours per week are eligible 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), and a 401(k)-retirement plan with a discretionary contribution (subject to eligibility requirements).
• 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.

Additional Information

• The employer does not require or administer lie detector tests as a condition of employment or continued employment.
• Equal opportunity employer.
• Unsolicited resumes from third-party recruiters are not accepted unless engaged to provide candidates for a specified opening; the organization will retain the right to hire an applicant at its discretion without a fee to the submitting party.