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

Overview

This role supports private equity portfolio companies through Private Equity Performance Improvement (PEPI) CFO Services focused on Digital Finance transformation. The position helps clients preserve and generate value by improving transparency into key business drivers and performance, supporting increased cash and EBITDA, and driving outcomes through hands-on involvement in client operations.

Responsibilities

• Facilitate information gathering with client stakeholders
• Conduct and support client interviews to ensure relevant data are captured and pursued
• Define and execute analyses to prove or disprove key assumptions; ensure complete, accurate, and timely delivery
• Use industry and functional knowledge to identify business drivers, issues, and opportunities
• Develop project frameworks aligned to project parameters
• Produce actionable conclusions from analyses
• Manage project components across multiple service lines; lead smaller projects independently
• Proactively manage client expectations, minimize risks, and reduce negative impacts
• Develop straightforward, actionable plans and lead individual workstreams independently
• Design cash-generating initiatives and EBITDA improvements
• Recommend optimal organizational structure to drive client value
• Anticipate risks and obstacles early; create contingency plans and communicate timely with the client
• Engage collaboratively with senior management; obtain buy-in from senior management and/or board members on actionable plans
• Manage client relationships throughout the project lifecycle
• Take accountability for client and team issues
• Build effective teams leveraging individuals’ talents and capabilities

Leadership & Financial Acumen

• Apply industry expertise and prior professional services experience to guide the team and encourage innovative, analytical thinking
• Complete proficiency in financial modeling and financial statement analysis, including understanding 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 Controllership, Finance and Accounting Advisory Services

Professional Expectations

• Digital Finance transformation expertise and proven implementation experience
• 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 and accounting process improvement and process automation expertise
• Knowledge of digital finance tools and vendors
• Experience implementing digital finance tools in large public corporations or mid-size PE-owned portfolio companies
• Expertise in building predictive forecasting models

Hypothesis / Scope Development

• Guide and facilitate client interviews and ensure all relevant data are considered
• Define analyses needed to validate assumptions and ensure execution quality and timeliness
• Develop actionable conclusions based on analysis outputs

Qualifications

• Graduate of an accredited 4-year college/university with educational concentration in relevant areas (accounting, finance, economics) preferred but not required
• 2–4 years of experience related to accounting/finance, financial due diligence, restructuring, investment banking, or private equity
• Complete proficiency in understanding financial models, data analytics, and presentation skills
• Experience in digital finance technologies, including RPA, predictive forecasting, finance analytics, NLG, and data visualization
• CPA, CFA, MBA, or Master’s Degree preferred but not required

Preferred Qualifications

• None listed beyond the “preferred but not required” educational background and credential preferences above

Compensation & Benefits

• Salary range: $90,000 - $130,000 annually, dependent on education, experience, skills, and geography
• Discretionary bonus program based on individual and firm performance (ask recruiter for details)
• Regular employees working 30 or more hours per week may participate in fringe benefits including:
  • Healthcare plans
  • Flexible spending and savings accounts
  • Life, AD&D, and disability coverages (rates determined from time to time)
  • 401(k) retirement plan, with a discretionary contribution 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

Geography is referenced as a factor in compensation, and no specific work location is stated in the provided description.