Associate, Working Capital

Overview

This role supports the Private Equity Performance Improvement (PEPI) — CFO Services team across various locations throughout the U.S. The organization provides turnaround management, performance improvement, and corporate advisory services to help organizations and stakeholders tackle complex business issues and maximize value.

Responsibilities

• Structure and manage time-sensitive project work plans through completion, coordinating with team members to deliver results.
• Develop findings and make strategic recommendations.
• Build strong financial modeling and maintain solid understanding of financial statements, including development of 13-week cash flows (preferred).
• Use data and analytics to synthesize meaningful insights from data, opinions, or facts.
• Support treasury and cash management efforts (treasury/cash management experience is a strong plus).
• Contribute to workstreams that may include interim management (CFO, Controller, Treasurer), Rapid Results, CDD/Strategy, merger integration and carve-outs, IT, and supply chain.
• Present analysis and recommendations using strong written and oral communication.
• Apply structured project management to manage time, team, and workstreams.
• Build and maintain client relationships.

Requirements

• 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 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 deliver time-pressured projects on time and to quality.
• Strong Excel and PowerPoint skills.
• Strong written, oral, and analytical skills.
• Flexibility to travel up to 80% of the time at short/immediate notice.

Preferred Qualifications

• Financial modeling experience, including development of 13-week cash flows (preferred).
• Experience with Tableau and think-cell (a plus).
• Treasury / cash management experience (strong plus).
• Systems implementation experience (a plus).

Compensation & Benefits

• Salary range: $90,000-$130,000 annually, dependent on education, experience, skills, and geography.
• Discretionary bonus program based on factors including individual and firm performance.

Location

Various locations throughout the U.S.