Associate, CFO Services

Overview

This role is within the CFO Services practice focused on finance, treasury, and liquidity management for private equity-backed portfolio companies.

The employer serves middle market and large cap private equity firms engaged to improve operating results at portfolio companies.

The salary range is $100,000--$130,000 annually, dependent on several variables including but not limited to education, experience, skills, and geography. In addition, the employer offers a discretionary bonus program based on a number of factors, including individual and firm performance. Please ask your recruiter for details.

Responsibilities

• Work with team members to execute time-sensitive projects by structuring a work plan and managing the process through to completion
• Develop findings and make strategic recommendations
• Deliver strong financial modeling and support analysis using financial statements, including development of 13-week cash flows (preferred)
• Support treasury and cash management initiatives
• Contribute to systems implementation efforts (a plus)
• Synthesize meaningful insights from data, opinions, and 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
• Solid understanding of finance and accounting, with a preference for CPAs
• Strong Excel and PowerPoint skills
• Ability to deliver time-pressured projects on-time and on-quality
• Flexibility to travel up to 80% of the time

Preferred Qualifications

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

Compensation & Benefits

• Salary range: $100,000--$130,000 annually
• Discretionary bonus program based on individual and firm performance (details available via recruiter)
• Full-time positions and part-time positions over 30 hours
• Regular employees working 30 or more hours per week may participate in fringe benefits including:
  • Healthcare plans, flexible spending and savings accounts
  • Life, AD&D, and disability coverages
  • 401(k)-retirement plan with possible discretionary company contribution (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

Location

• OPEN TO ALL U.S. LOCATIONS

Additional Information

• 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. (Massachusetts law notice included in the original posting.)
• Equal Opportunity Employer.
• Unsolicited resumes from third-party recruiters are not accepted unless engaged for a specified opening, and submissions are made with the understanding the employer may hire without owing a fee to the submitting entity.