PEPI: Associate, CFO Services -- Digital Finance (OPEN TO ALL US LOCATIONS)

Overview

This role supports the organization’s Private Equity Performance Improvement Services (PEPI) CFO Services practice, working with private equity-held portfolio companies to preserve and generate value. The position focuses on improving transparency to key drivers of business performance, supporting increased cash and EBITDA, and delivering results through hands-on involvement in client operations.

Key service pillars include:

• Liquidity & Working Capital Optimization
• Strategic Analytics & Planning
• Performance Measurement & Management
• Business Transformation
• Auxiliary Services: Accounting Remediation

Responsibilities

• Conduct client engagement to facilitate information gathering
• Lead and facilitate client interviews, ensuring relevant data are collected and pursued
• Define and execute analyses to validate or disprove project assumptions
• Apply industry and functional knowledge to identify business drivers and issues
• Understand and develop analytical frameworks aligned with project parameters
• Develop actionable conclusions from analyses

Hypothesis / Scope Development & Project Implementation

• Lead project components across multiple service lines, and independently lead smaller projects
• Proactively manage client expectations, minimizing risks and negative impacts
• Develop straightforward, actionable plans and lead individual workstreams
• Design cash-generating initiatives and EBITDA improvements, including optimal organizational structures to drive client value
• Anticipate risks and obstacles early, develop contingency plans, and communicate timely with the client
• Engage collaboratively with senior management to obtain buy-in from senior management and/or board members on actionable plans

Leadership & Finance Analytics

• Leverage industry expertise and prior professional services experience to guide teams and promote innovative, analytical thinking
• Manage client relationships during the project duration
• Take accountability for client and team-identified issues
• Build effective teams by leveraging individuals’ talents and capabilities

Financial Acumen

• Complete proficiency in financial modeling and financial statement analysis and accounting treatments
• Identify and drive P&L and B/S accountability
• Utilize tools and resources to support change management
• Interpret financial statements and understand how information is captured and used, identifying opportunities to streamline processes
• Experience in the role of Controllership, Finance and Accounting Advisory Services

Requirements

• Graduate of an accredited 4-year college/university with an educational concentration in relevant areas (accounting, finance, economics) preferred but not required
• Experience in Digital Finance technologies, including RPA, Predictive Forecasting, Finance Analytics, NLG, and data visualization
• 2–4 years of experience in one or more of the following:
  • Accounting / Finance
  • Financial Due Diligence
  • Restructuring
  • Investment Banking
  • Private Equity
• Complete proficiency in understanding financial models, data analytics, and presentation skills

Preferred Qualifications

• CPA, CFA, MBA, or Master’s Degree Preferred but not Required

Professional Expectations

• Digital Finance Transformation expertise with proven implementation experience
• Proven track record assessing Finance and Accounting functions and implementing digital technologies to improve efficiency and transparency in at least one of the following areas:
  • RPA
  • Finance Analytics
  • NLG
  • Predictive Forecasting models
• Finance & Accounting process improvement expertise and process automation
• Knowledge of Digital Finance tools and vendors
• Expertise implementing Digital tools for Finance in large public corporations or mid-size PE-owned Portfolio Companies
• Expertise building Predictive Forecasting Models

Compensation & Benefits

• Salary range: $90,000 - $130,000 annually, dependent on education, experience, skills, and geography
• Discretionary bonus program based on multiple factors, including individual and firm performance (ask the recruiter for details)
• Benefits for regular employees working 30+ hours/week include:
  • Healthcare plans
  • Flexible spending and savings accounts
  • Life, AD&D, and disability coverages (rates determined from time to time)
  • 401(k) retirement plan, including a discretionary contribution to the 401(k) if eligibility requirements are met
  • Paid time off including:
    • Vacation and personal days (amount varies by tenure and role type)
    • Seventy-two (72) hours of sick time (prorated for part-time employees)
    • Ten federal holidays
    • One floating holiday
    • Parental leave

Location

Not specified in the provided description.

Additional Information

The organization recruits on an ongoing basis. Candidates are considered as they apply until the opportunity is filled.