Associate, Working Capital

Overview

This role supports the CFO Services team within the Private Equity Performance Improvement practice. The organization provides turnaround management, performance improvement, and corporate advisory services to portfolio companies engaged by middle market and large cap private equity firms.

CFO Services focuses on interim and transformation work, including:

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

Responsibilities

• Work with team members to structure and execute time-sensitive project work plans through completion.
• Develop findings and provide strategic recommendations.
• Build and maintain financial models, including 13-week cash flow modeling (preferred).
• Leverage financial statements and analytics to support conclusions and recommendations.
• Support data-driven insights by synthesizing meaningful insights from data, opinions, or facts.
• Apply structured project management to manage time, team, and work streams.
• Maintain strong written, oral, and analytical communication.
• Build and support 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 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 and willingness to travel up to 80% of the time at short/immediate notice.

Preferred Qualifications

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

Compensation & Benefits

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

Location

Various locations throughout the U.S.