Associate, Working Capital

Overview

This role supports a Private Equity Performance Improvement (PEPI) CFO Services team within a global, independent professional services organization. The PEPI practice serves middle market and large cap private equity firms working to improve operating results at their portfolio companies.

CFO Services focuses on interim management (CFO, Controller, Treasurer) and rapid, targeted improvement efforts across finance, strategy, integration/carve-outs, IT, and supply chain.

Responsibilities

• Support time-sensitive engagements by structuring work plans and managing the process through completion
• Develop findings and provide strategic recommendations
• Build and analyze financial models, including 13-week cash flows (preferred)
• Apply strong understanding of financial statements to inform recommendations
• Contribute to treasury and cash management analyses (treasury/cash management experience is a strong plus)
• Support systems implementation efforts (systems implementation experience is a plus)
• Synthesize meaningful insights from data, opinions, and facts
• Use strong written, oral, and analytical communication skills to present results
• Maintain structured project management across time, team, and workstreams
• Build and maintain client relationships

Qualifications

• 4-7+ years of relevant work experience in Management Consulting, Investment Banking, Private Equity, Corporate Strategy, or related fields (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

• 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 individual and firm performance (ask your recruiter for details)

Location

This role is available in various locations throughout the U.S.