Associate, Working Capital

Overview

This role supports the organization’s Private Equity Performance Improvement (PEPI) – CFO Services practice. The team works with middle market and large cap private equity firms to improve operating results at portfolio companies.

This CFO Services Associate position is available in various locations throughout the U.S. The role may involve structured, time-sensitive engagements across CFO/finance functions, including interim management and performance improvement initiatives.

Responsibilities

• Structure and manage time-sensitive projects from planning through completion, working effectively with team members throughout the engagement lifecycle.
• Develop findings and make strategic recommendations to support client decision-making.
• Perform financial modeling and analysis, including development of 13-week cash flows (preferred).
• Support analysis and insight development by synthesizing meaningful insights from data, opinions, and/or facts.
• Leverage strong Excel and PowerPoint skills to communicate analyses and recommendations.
• Contribute to structured project management, including time management, team coordination, and work-stream management.
• Build and maintain client relationships in support of deliverables and engagement outcomes.

Qualifications

• Solid understanding of finance and accounting, with a 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.
• Flexibility to travel up to 80% of the time at short/immediate notice.

Preferred Qualifications

• Strong financial modeling experience and solid understanding of financial statements, including experience with development of 13-week cash flows (preferred).
• Experience with Tableau and think-cell software is a plus.
• Treasury / cash management experience is a strong plus.
• Systems implementation experience is a plus.

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.