Associate, Working Capital

Overview

This role is part of the Private Equity Performance Improvement (PEPI) — CFO Services team, supporting middle market and large cap private equity firms and their portfolio companies. The team focuses on improving operating results through CFO Services, including interim management (CFO, Controller, Treasurer), rapid results initiatives, and related performance improvement engagements.

Responsibilities

• Work with team members to structure and execute time-sensitive project plans, 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)
• Support engagements across CFO Services areas, which may include:
  • Interim management (CFO, Controller, Treasurer)
  • Rapid results
  • CDD/Strategy
  • Merger integration & carve-outs
  • IT
  • Supply chain
• Synthesize meaningful insights from data, opinions, or facts
• Build and maintain client relationships

Requirements

• Solid understanding of finance and accounting, with a preference for CPAs
• Strong written, oral, and analytical skills
• Strong Excel and PowerPoint skills
• Structured project management, including time, team, and work-stream management
• Ability to deliver time-pressured projects on-time and on-quality
• Initiative and drive, with critical thinking skills
• Flexibility 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

• Financial modeling experience and familiarity with software such as Tableau and think-cell
• Treasury / cash management experience
• Systems implementation experience

Compensation & Benefits

• Salary range: $90,000-$130,000 annually, dependent on factors including education, experience, skills, and geography
• Discretionary bonus program based on individual and firm performance (details available from the recruiter)

Location

Various locations throughout the U.S.