Associate, Working Capital

Overview

This role supports the Private Equity Performance Improvement (PEPI) – CFO Services practice. The team provides performance improvement and turnaround-related advisory services to middle market and large cap private equity firms and their portfolio companies, helping organizations maximize value and improve operating results.

Responsibilities

• Work with team members to structure a time-sensitive project work plan and manage execution through completion.
• Develop findings and provide strategic recommendations.
• Build and maintain strong financial models and analyze financial statements, with 13-week cash flow development preferred.
• Use analytics and presentation tools to synthesize insights from data, opinions, and facts.
• Support treasury and cash management efforts (treasury/cash management experience is a strong plus).
• Contribute to CFO Services engagements that may include interim management (CFO, Controller, Treasurer), rapid results, CDD/strategy, merger integration and carve-outs, IT, and supply chain.
• Apply structured project management practices to manage time, team, and workstreams.
• Develop client relationships and deliver time-pressured projects on-time and on-quality.

Requirements

• Solid understanding of finance and accounting (preference for CPA’s).
• 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 synthesize meaningful insights from data, opinions, or facts.
• Strong written, oral, and analytical skills.
• Strong Excel and PowerPoint skills.
• Initiative and drive; critical thinking skills.
• Ability to deliver time-pressured projects on-time and on-quality.
• Flexibility to travel up to 80% of the time at short/immediate notice.

Preferred Qualifications

• Financial modeling experience with 13-week cash flows.
• 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 several variables including but not limited to 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.