Associate, CFO Services

Overview

This role supports finance transformation for private equity-backed portfolio companies. The Associate, CFO Services (Finance, Treasury and Liquidity Management) works on time-sensitive performance improvement engagements to deliver sustainable results across people, processes, and technology.

Open to all U.S. locations.

Responsibilities

• Structure and manage work plans to drive completion of time-sensitive projects
• Develop findings and deliver strategic recommendations
• Build and maintain strong financial models and support analysis of financial statements (13-week cash flow development is preferred)
• Use tools and visualization resources such as Tableau and think-cell (a plus)
• Support treasury and cash management initiatives (a strong plus)
• Contribute to systems implementation efforts (a plus)
• Synthesize insights from data, opinions, and facts to produce recommendations
• Deliver clear written, oral, and analytical communications
• Apply structured project management across time, team, and workstreams
• Manage critical timelines while maintaining on-time, on-quality deliverables
• 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
• Flexibility to travel up to 80% of the time
• Preference for CPA experience

Preferred Qualifications

• MBA or other advanced degree or certification (e.g., CPA, CFA)
• Strong financial modeling experience and solid understanding of financial statements, including development of 13-week cash flows
• Experience with Tableau and think-cell
• Treasury/cash management experience
• Systems implementation experience

Compensation & Benefits

• Salary range: $100,000–$130,000 annually (dependent on education, experience, skills, and geography)
• Discretionary bonus program based on individual and firm performance (ask recruiter for details)
• Full-time positions and part-time positions over 30 hours
• Regular employees working 30+ hours per week may be eligible for 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 (provided eligibility requirements are met)
  • 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 day amounts vary based on tenure and role type

Location

Open to all U.S. locations.