Associate, CFO Services

Overview

This role supports private equity-backed portfolio companies by helping transform finance and accounting functions through people, process, and technology improvements.

The position is open to all U.S. locations and involves participating in the Private Equity Performance Improvement (PEPI) practice within CFO Services (including interim management for CFO, Controller, Treasurer).

Responsibilities

• Work with team members to structure and manage time-sensitive projects through completion
• Develop findings and make strategic recommendations
• Support finance and accounting improvement initiatives with a hands-on, data-driven approach
• Contribute to deliverables focused on:
  • Enhancing operational efficiency
  • Optimizing cash flow and EBITDA
  • Strengthening financial performance and transparency into key business drivers
  • Enabling informed decision-making
• Build and use financial models, including 13-week cash flows (preferred)
• Support treasury/cash management efforts (treasury experience is a strong plus)
• Assist with systems implementation as needed (systems implementation experience is a plus)

Qualifications

• 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 financial modeling experience and solid understanding of financial statements
• Flexibility to travel up to 80% of the time

Preferred Qualifications

• MBA or other advanced degree or certification (e.g., CPA, CFA, etc.)
• Experience developing 13-week cash flows
• Experience with Tableau and think-cell
• Treasury / cash management experience
• Systems implementation experience

Required Skills

• Ability to synthesize meaningful insights from data, opinions, or facts
• Strong written, oral, and analytical skills
• Strong Excel and PowerPoint skills
• Structured project management (time, team, and workstream management)
• Initiative and drive
• Critical thinking skills
• Ability to deliver time-pressured projects on-time and to 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 factors including individual and firm performance (ask recruiter for details)

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

• Healthcare plans, flexible spending and savings accounts, life, AD&D, and disability coverages at rates determined from time to time
• 401(k)-retirement plan, with discretionary contribution to the 401(k) (eligibility requirements apply)
• 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

• Full-time and part-time positions over 30 hours are available
• Candidates are considered as they apply on an ongoing basis until the opportunity is filled
• The employer does not require or administer lie detector tests as a condition of employment or continued employment
• Equal opportunity employer; employment and compensation decisions are made without discrimination based on protected characteristics
• Unsolicited resumes from third-party recruiters are not accepted unless engaged for a specified opening