Associate, CFO Services

Overview

This role is for a CFO Services Associate within Private Equity Performance Improvement services. The position supports finance transformation for private equity-backed portfolio companies, with a focus on people, processes, and technology.

Location: OPEN TO ALL U.S. LOCATIONS

Responsibilities

• Work on time-sensitive engagements by structuring a work plan and managing the process through to completion.
• Develop findings and make strategic recommendations.
• Apply strong financial modeling skills, including development of 13-week cash flows (preferred).
• Support treasury and cash management initiatives (strong plus).
• Assist with systems implementation (plus).
• Synthesize meaningful insights from data, opinions, and facts.
• Deliver clear, concise written and oral analytical outputs.
• Use strong Excel and PowerPoint skills to support analysis and reporting.
• Manage projects using structured project management across time, team, and workstreams.
• Build and maintain client relationships.
• Contribute to improving operational efficiency, optimizing cash flow and EBITDA, and strengthening financial performance.

Qualifications

• Bachelor’s Degree in Business Administration, Accounting, Finance, or related field.
• 3-5+ years of previous related experience in accounting/finance roles, performance improvement operations consulting, accounting diligence, or restructuring.
• Flexibility to travel up to 80% of the time.

Preferred Qualifications

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

Professional Skills

• Structured project management (time, team, and workstreams management).
• Initiative and drive.
• Critical thinking skills.
• Ability to deliver time-pressured project work on-time and on-quality.
• Flexible and creative thinking.

Compensation & Benefits

• Salary range: $100,000--$130,000 annually, dependent on variables including education, experience, skills, and geography.
• Discretionary bonus program based on individual and firm performance. Please ask your recruiter for details.
• Full-time positions and part-time positions over 30 hours.
• Regular employees working 30 or more hours per week are entitled to fringe benefits including:
  • Healthcare plans
  • Flexible spending and savings accounts
  • Life, AD&D, and disability coverages
  • 401(k)-retirement plan with possible discretionary 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 day availability varies based on tenure and role type

Additional Information

• Equal Opportunity Employer: Provides and promotes equal opportunity in employment, compensation, and other terms and conditions without discrimination based on protected characteristics under applicable laws.
• Lie detector tests: Does not require or administer lie detector tests as a condition of employment or continued employment.
• Unsolicited resumes from third-party recruiters: Unsolicited resumes from third-party recruiters are not accepted unless the recruiter is engaged to provide candidates for a specified opening.

Application / Hiring

Candidates are considered as they apply, on an ongoing basis, until the opportunity is filled.