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

Overview

This role supports private equity portfolio companies through CFO Services focused on Digital Finance Transformation and performance improvement. The work helps preserve and generate business value by improving transparency into key drivers, supporting growth in cash and EBITDA, and delivering measurable financial outcomes through hands-on involvement with clients’ operations.

Service pillars include:

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

Responsibilities

• Connect with clients to facilitate information gathering.
• Lead and facilitate client interviews; ensure all relevant data are collected and analyzed.
• Define the analyses needed to prove or disprove project assumptions, ensuring complete, accurate, and timely execution.
• Apply industry and functional knowledge to identify business drivers and issues.
• Understand and develop project frameworks based on project parameters.
• Develop actionable conclusions from analyses.
• Lead project components across multiple service lines; independently lead smaller projects when appropriate.
• Proactively manage client expectations, minimize risks, and reduce negative project impacts.
• Develop straightforward, actionable plans and lead individual workstreams independently.
• Design cash-generating initiatives, EBITDA improvements, and optimal organizational structures to drive client value.
• Anticipate risks and obstacles early; create contingency plans and communicate timely with clients.
• Collaborate with senior management; obtain buy-in from senior management/board members on actionable plans.
• Manage the client relationship for the project duration.
• Take accountability for both client and team-identified issues.
• Leverage prior professional services experience to guide the team and promote innovative, analytical thinking.

Leadership & Financial Acumen

• Guide and support change management efforts using tools and resources.
• Build complementary teams by leveraging individuals’ talents and capabilities.
• Apply proficiency in financial modeling and financial statement analysis, including accounting treatments.
• Identify and drive P&L and balance sheet accountability.
• Interpret financial statements and understand how information is captured and used; streamline related 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
  • 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).

Compensation & Benefits

• Salary range: $90,000 - $130,000 annually, dependent on several variables including education, experience, skills, and geography.
• Discretionary bonus program based on a number of factors, including individual and firm performance. Ask a recruiter for details.
• Fringe benefits for regular employees working 30 or more hours per week, including:
  • Healthcare plans
  • Flexible spending and savings accounts
  • Life, AD&D, and disability coverages at rates determined from time to time
  • 401(k) retirement plan (includes a discretionary employer contribution, provided eligibility requirements are met)
• Paid time off including vacation, personal days, seventy-two (72) hours of sick time (prorated for part time employees), ten federal holidays, one floating holiday, and parental leave.
• Vacation and personal days vary based on tenure and role type.

Location

Not specified.