Associate, CFO Services

Overview

This role supports CFO Services within Private Equity Performance Improvement Services, focused on transforming finance and accounting functions for private equity-backed portfolio companies. The position is open to all U.S. locations.

Responsibilities

• Work with project teams to structure and manage time-sensitive work plans through completion
• Develop findings and make strategic recommendations
• Create and use strong financial models, including development of 13-week cash flows (preferred)
• Analyze and interpret financial statements
• Deliver treasury and cash management support (strong plus)
• Support systems implementation efforts (plus)
• Synthesize meaningful insights from data, opinions, or facts
• Communicate findings through strong written and oral communication
• Apply structured project management across time, team, and workstreams
• Build and maintain client relationships
• Deliver projects on-time and on-quality in time-pressured environments
• Demonstrate initiative, critical thinking, and flexible/creative problem-solving

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 (CPA preferred)
• Strong Excel and PowerPoint skills
• Flexibility to travel up to 80% of the time

Preferred Qualifications

• MBA or other advanced degree or certification (e.g., CPA, CFA)
• 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 factors including individual and firm performance (ask recruiter for details)
• 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 (rates determined from time to time)
  • 401(k) retirement plan, including a discretionary contribution to the 401(k) (provided eligibility requirements are met)
  • Paid time off: 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

Location

Open to all U.S. locations.

Additional Information

• Candidates are considered as they apply on an ongoing basis until the opportunity is filled.
• Equal opportunity employer.
• Unsolicited resumes from third-party recruiters are not accepted unless engaged for a specified opening; submissions may be hired at the employer’s discretion without fee owed to the submitting recruiter.