Associate, Working Capital

Overview

This role supports Private Equity Performance Improvement (PEPI) within the CFO Services practice. The team works with middle market and large cap private equity firms to improve operating results at portfolio companies.

Responsibilities

• Work with team members to manage time-sensitive projects, including structuring work plans and driving the engagement through completion.
• Develop findings and make strategic recommendations.
• Apply strong financial modeling skills, including building 13-week cash flows (preferred).
• Leverage financial statements understanding to support analysis and recommendations.
• Contribute to CFO Services areas including interim management (CFO, Controller, Treasurer), rapid results, CDD/strategy, merger integration and carve-outs, IT, and supply chain.
• Synthesize meaningful insights from data, opinions, and facts.
• Build and maintain client relationships.

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 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.
• Flexibility to travel up to 80% of the time at short/immediate notice.

Preferred Qualifications

• Strong financial modeling experience; development of 13-week cash flows.
• Experience with Tableau and think-cell.
• Treasury/cash management experience.
• Systems implementation experience.

Skills

• Strong written, oral, and analytical skills.
• Strong Excel and PowerPoint skills.
• Structured project management (time, team, and work-stream management).
• Initiative and drive.
• Critical thinking skills.
• Ability to deliver time-pressured projects on-time and at a high quality.
• Flexible and creative thinking.

Compensation & Benefits

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

Location

Various locations throughout the U.S.