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 objective is to strengthen transparency into key drivers and business performance, support increased cash and EBITDA, and drive measurable outcomes through hands-on involvement in client operations.

Service pillars include:

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

Responsibilities

• Facilitate information gathering with client stakeholders to support project execution
• Guide and facilitate client interviews, ensuring relevant data are captured and pursued
• Define and plan analyses needed to prove or disprove assumptions
• Use industry and functional knowledge to identify business drivers and issues
• Understand and develop frameworks aligned with project parameters
• Develop actionable conclusions and recommendations from analyses
• Lead project components across multiple service lines or lead smaller projects independently
• Proactively manage client expectations, minimize risks, and reduce negative impacts on project outcomes
• Develop straightforward, actionable plans and independently manage individual workstreams
• Design cash-generating initiatives and EBITDA improvements
• Assess and recommend optimal organizational structures to drive client value
• Anticipate risks and obstacles early, create contingency plans, and communicate timely with the client
• Engage and collaborate with senior management; obtain buy-in from senior management/board members on actionable plans

Leadership & Client Management

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

Financial Acumen

• Complete proficiency in financial modeling and financial statement analysis, including 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 processes
• Experience in 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
• 2–4 years of experience related to one or more of:
  • Accounting / Finance
  • Financial Due Diligence
  • Restructuring
  • Investment Banking
  • 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
  • Data visualization

Professional Expectations (Digital Finance)

• Digital Finance transformation expertise and 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

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 but not limited to education, experience, skills, and geography
• Discretionary bonus program based on a number of factors, including individual and firm performance (ask recruiter for details)

Fringe benefits for regular employees working 30 or more hours per week may 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 (provided eligibility requirements are met)
• Paid time off, including:
  • Vacation (amount varies based on tenure and role type)
  • 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

Hiring Process

The organization recruits on an ongoing basis. Candidates are considered as they apply until the opportunity is filled; candidates are encouraged to apply expeditiously for roles they are qualified for and interested in.