Associate, Working Capital

Overview

This role supports the organization’s Private Equity Performance Improvement (PEPI) – CFO Services practice, focused on helping middle market and large cap private equity firms improve operating results at portfolio companies. Work is available in various locations throughout the U.S.

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.
• Apply strong financial modeling skills and a solid understanding of financial statements; development of 13-week cash flows is preferred.
• Use data and analytics to synthesize meaningful insights from data, opinions, or facts.
• Support CFO Services engagements that may include:
  • Interim management (CFO, Controller, Treasurer)
  • Rapid results
  • CDD/Strategy
  • Merger integration & carve-outs
  • IT
  • Supply chain
• Strengthen client relationships through effective communication and analytical deliverables.

Requirements

• Solid understanding of finance and accounting, with a preference for CPA’s.
• Strong written, oral, and analytical skills.
• Strong Excel and PowerPoint skills.
• Structured project management, including time, team, and work-stream management.
• Initiative and drive, with critical thinking skills.
• Ability to deliver time-pressured projects on-time and on-quality.
• Flexible and creative thinking.
• Ability to travel up to 80% of the time at short/immediate notice.
• 4-7+ years of relevant work experience in Management Consulting, Investment Banking, Private Equity, Corporate Strategy, or 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.

Preferred Qualifications

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

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.