Associate, Working Capital

Overview

This role is part of the Private Equity Performance Improvement (PEPI) – CFO Services team. The employer provides turnaround management, performance improvement, and corporate advisory services, supporting middle market and large cap private equity firms that engage the team to improve operating results at portfolio companies.

Responsibilities

• Work with team members through a time-sensitive project by structuring a work plan and managing execution 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 CFO Services workstreams that may include:
  • Interim management (CFO, Controller, Treasurer)
  • Rapid results
  • CDD/Strategy
  • Merger integration & carve-outs
  • IT
  • Supply chain
• Contribute to analytics and insight generation by synthesizing meaningful insights from data, opinions, or facts.
• Build and maintain client relationships.
• Use strong written, oral, and analytical communication skills to deliver on time-pressured projects.

Required Qualifications

• 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, including 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 (13-week cash flows preferred).
• Experience with Tableau and think-cell (a plus).
• Treasury / cash management experience (a 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 individual and firm performance. Ask your recruiter for details.

Location

• Various locations throughout the U.S.