Associate, CFO Services

Overview

This role supports CFO Services within Private Equity Performance Improvement (PEPI), focused on transforming finance and accounting functions for private equity-backed portfolio companies.

Open to all U.S. locations.

Responsibilities

• Work as part of a team to deliver time-sensitive projects by structuring work plans and managing the process through completion
• Develop findings and make strategic recommendations
• Apply strong financial modeling skills, including development of 13-week cash flows (preferred)
• Support analysis of financial statements and business drivers to enable informed decision-making
• Contribute to sustainable improvements across people, processes, and technology
• Enhance operational efficiency and optimize cash flow and EBITDA
• Support treasury and cash management initiatives (treasury/cash management experience is a strong plus)
• Assist with systems implementation efforts (systems implementation experience is a plus)
• Build and maintain client relationships
• Synthesize insights from data, opinions, and facts
• Deliver time-pressured work on time and with quality

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
• Flexibility to travel up to 80% of the time

Professional Skills

• 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
• Flexible and creative thinking

Preferred Qualifications

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

Compensation & Benefits

• Salary range: $100,000--$130,000 annually, dependent on variables including education, experience, skills, and geography
• Discretionary bonus program based on factors including individual and firm performance; ask your 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
• 401(k)-retirement plan, with a discretionary contribution (eligibility requirements apply)
• Paid time off, including vacation, personal days, seventy-two (72) hours of sick time (prorated for part-time employees), and ten federal holidays
• One floating holiday
• Parental leave
• Vacation and personal days vary based on tenure and role type

Additional Information

• Full-time positions and part-time positions over 30 hours are available.
• No lie detector tests are required or administered 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.