Associate, CFO Services

Overview

This role supports CFO Services within the finance, treasury, and liquidity management work for private equity-backed portfolio companies as part of the organization’s Private Equity Performance Improvement practice.

• Title/Focus: CFO Services Associate (Finance, Treasury and Liquidity Management)
• Availability: Open to all U.S. locations
• Work Type: Full-time; part-time positions over 30 hours are also available

Responsibilities

• Work with team members to execute time-sensitive projects by structuring a work plan and managing the process through completion
• Develop findings and make strategic recommendations
• Support CFO and finance transformation engagements for private equity-backed portfolio companies
• Provide financial analysis and modeling support, including development of 13-week cash flows (preferred)
• Apply knowledge of financial statements to support transparency into key business drivers, strengthen financial performance, and enable informed decision-making
• Contribute to sustainable improvements across people, processes, and technology
• Support efforts focused on enhancing operational efficiency and optimizing cash flow and EBITDA

Professional Skills

• 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 work-stream management)
• Initiative and drive
• Critical thinking skills
• Ability to deliver time-pressured projects on time and with quality
• Flexible and creative thinking
• Client relationship building

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
• Preference for candidates with CPA background

Preferred Qualifications

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

Compensation & Benefits

• Salary range: $100,000--$130,000 annually, dependent on education, experience, skills, and geography
• Discretionary bonus program available; based on factors including individual and firm performance (details available from recruiter)

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

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