Associate, Working Capital

Overview

This role supports the organization’s Private Equity Performance Improvement (PEPI) – CFO Services practice. CFO Services professionals work with middle market and large cap private equity firms to improve operating results at portfolio companies through interim and performance improvement engagements.

The CFO Services practice includes interim management roles (CFO, Controller, Treasurer) as well as rapid results and focused improvement work such as:

• CFO Services (including interim management – CFO, Controller, Treasurer)
• Rapid Results
• CDD/Strategy
• Merger Integration & Carve-outs
• IT
• Supply Chain

Responsibilities

• Work with team members to deliver time-sensitive projects by structuring a work plan and managing the process through completion.
• Develop findings and make strategic recommendations.
• Build and leverage financial models, including development of 13-week cash flows (preferred).
• Apply strong knowledge of financial statements.
• Support treasury/cash management initiatives (treasury/cash management experience is a strong plus).
• Contribute to systems implementation efforts (systems implementation experience is a plus).
• Synthesize meaningful insights from data, opinions, and facts.
• Prepare clear written, oral, and analytical outputs, leveraging strong Excel and PowerPoint skills.
• Manage projects in a structured way, including time, team, and work-stream coordination.
• Maintain initiative and drive, with critical thinking and flexible problem-solving.
• Build and maintain client relationships.

Requirements

• Solid understanding of finance and accounting, with a preference for CPAs.
• 4-7+ years of relevant work experience in Management Consulting, Investment Banking, Private Equity, Corporate Strategy, or a related field (e.g., Treasury, Sourcing, Supply Chain, Corporate Finance, etc.).
• Bachelor’s degree or higher from an accredited 4-year institution.
• Strong expertise with data and analytics tools such as Microsoft Excel, PowerBI, Alteryx, Tableau, etc.
• Ability to travel up to 80% of the time at short/immediate notice.

Preferred Qualifications

• Strong financial modeling experience.
• Experience with Tableau and think-cell software.
• Treasury/cash management experience.
• Systems implementation experience.

Compensation & Benefits

• Salary range: $90,000-$130,000 annually, dependent on education, experience, skills, and geography.
• Discretionary bonus program, based on a number of factors including individual and firm performance. Ask your recruiter for details.

Location

Various locations throughout the U.S.