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

Overview

This role supports Private Equity Performance Improvement (PEPI) work with private equity–held portfolio companies. Responsibilities focus on improving transparency into key drivers and business performance, supporting increased cash and EBITDA, and driving value through hands-on involvement in clients’ operations. The work helps ensure portfolio companies have credible plans and the ability to execute and deliver financial outcomes.

Responsibilities

• Lead components of client engagements with multiple service lines; independently lead smaller projects.
• Facilitate information gathering with clients and guide/facilitate client interviews to ensure relevant data are captured.
• Define the analyses needed to prove or disprove assumptions and ensure complete, accurate, and timely execution.
• Apply industry and functional knowledge to identify business drivers and issues.
• Develop frameworks aligned to project parameters.
• Produce actionable conclusions from analyses.
• Proactively manage client expectations, minimize risks, and reduce negative impacts on project outcomes.
• Develop straightforward, actionable plans and lead individual workstreams independently.
• Design cash-generating initiatives, EBITDA improvement plans, and optimal organizational structures to drive client value.
• Anticipate risks and obstacles early; create contingency plans and communicate updates with clients in a timely manner.
• Engage collaboratively with senior management and obtain buy-in from senior leadership/board members on actionable plans.
• Manage client relationships throughout the project duration.
• Take accountability for client and team-identified issues.
• Build effective teams by leveraging individuals’ talents and capabilities.

Professional Expectations (Digital Finance)

• Demonstrate digital finance transformation expertise and proven implementation experience.
• Assess finance and accounting functions and implement digital technologies to improve efficiency and transparency in at least one of the following areas:
  • RPA
  • Finance analytics
  • NLG
  • Predictive forecasting models
• Deliver finance and accounting process improvement and process automation.
• Apply knowledge of digital finance tools and vendors.
• Implement digital finance tools for finance functions in large public corporations or mid-size PE-owned portfolio companies.
• Build predictive forecasting models.

Leadership & Financial Acumen

• Use industry expertise and prior professional services experience to guide teams and promote innovative, analytical thinking.
• Demonstrate proficiency in financial modeling and financial statement analysis and accounting treatments.
• Identify and drive P&L and B/S accountability.
• Use tools and resources to support change management.
• 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.

Qualifications

• Graduate of an accredited 4-year college/university with 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.
• 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 but not limited to education, experience, skills, and geography.
• Discretionary bonus program based on factors including individual and firm performance (ask your 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 (rates determined from time to time)
  • 401(k) retirement plan, including a discretionary contribution to the 401(k) from the employer if eligibility requirements are met
• Paid time off including:
  • Vacation and personal days (amount varies based on 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.

Additional Information

• The organization recruits on an ongoing basis and considers candidates as they apply until the opportunity is filled.
• Candidates are encouraged to apply expeditiously to roles they are qualified for and that are of interest to them.