Associate, Working Capital

Overview

This role is part of the Private Equity Performance Improvement (PEPI) — CFO Services practice. The organization supports middle market and large cap private equity firms by improving operating results at portfolio companies.

Responsibilities

• Work with team members on time-sensitive projects by structuring a work plan and managing the process through completion.
• Develop findings and provide strategic recommendations.
• Apply strong financial modeling skills, including experience preferred with 13-week cash flows.
• Support work across CFO Services areas, which include:
  • Interim management (CFO, Controller, Treasurer)
  • Rapid Results
  • CDD/Strategy
  • Merger Integration & Carve-outs
  • IT
  • Supply Chain
• Build meaningful insights from data, opinions, and facts.
• Strengthen client relationship management.

Requirements

• 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.
• Ability to travel up to 80% of the time at short/immediate notice.
• Strong written, oral, and analytical skills.
• Strong Excel and PowerPoint skills.
• Structured project management, including time, team, and work-stream management.
• Initiative and drive, with critical thinking skills.
• Ability to deliver time-pressured projects on-time and to quality.
• Flexible and creative thinking.

Preferred Qualifications

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

Compensation & Benefits

• Salary range: $90,000-$130,000 annually, dependent on factors including education, experience, skills, and geography.
• Discretionary bonus program based on a number of factors, including individual and firm performance. Please ask your recruiter for details.

Location

Various locations throughout the U.S.