Associate, CFO Services

Overview

This role supports private equity performance improvement engagements focused on transforming the finance and accounting function for private equity-backed portfolio companies. Responsibilities include driving sustainable improvements across people, processes, and technology—improving transparency into key business drivers, strengthening financial performance, and enabling informed decision-making.

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 make strategic recommendations
• Build and support financial modeling, including 13-week cash flows (preferred)
• Strengthen understanding and use of financial statements to support performance improvement efforts
• Contribute to treasury and cash management initiatives (preferred/strong plus)
• Support systems implementation efforts (plus)
• Synthesize meaningful insights from data, opinions, or facts and communicate them clearly
• Manage structured project workstreams (time, team, and workstreams)
• Deliver time-pressured projects on-time and on-quality
• Build and maintain client relationships

Requirements

• Solid understanding of finance and accounting, with a preference for CPA’s
• 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 written, oral, and analytical skills
• Strong Excel and PowerPoint skills
• Ability to travel up to 80% of the time

Preferred Qualifications

• MBA or other advanced degree or certification (e.g., CPA, CFA)
• Strong financial modeling experience, including development of 13-week cash flows
• Experience with Tableau and think-cell software
• 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 a number of 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, including a discretionary contribution to the 401(k) when 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
• Parental leave
• Vacation and personal day availability varies based on tenure and role type

Full-time positions and part-time positions over 30 hours are available.

Location

Open to all U.S. locations.