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

Overview

This role supports private equity-held portfolio companies through CFO Services focused on Digital Finance Performance Improvement. The engagement work helps clients improve transparency to key drivers and business performance, support increasing cash and EBITDA, and drive results through hands-on involvement in clients’ operations. Responsibilities include supporting private equity firms by helping ensure portfolio companies have credible plans and the ability to execute and deliver financial outcomes.

Service pillars include:

• Liquidity & Working Capital Optimization
• Strategic Analytics & Planning
• Performance Measurement & Management
• Business Transformation
• Accounting Remediation (auxiliary services)

Responsibilities

Hypothesis / Scope Development

• Connect with clients to facilitate information gathering
• Guide and facilitate client interviews, ensuring all relevant data are considered
• Define analyses needed to prove or disprove assumptions, ensuring complete, accurate, and timely execution
• Apply industry and functional knowledge to identify business drivers and issues
• Understand and develop frameworks given project parameters
• Develop actionable conclusions from analyses

Project Management and Implementation

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

Leadership

• Leverage industry expertise and prior professional services experience to guide the team and promote innovative and analytical thinking
• Manage the client relationship during the project duration
• Take accountability for client and team-identified issues
• Build complementary teams based on individuals’ talents and capabilities

Financial Acumen

• 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 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 accounting/finance, financial due diligence, restructuring, investment banking, or private equity
• Complete proficiency in understanding financial models, data analytics, and presentation skills
• Proven implementation experience in Digital Finance transformation, including 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
• 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 in 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
• Discretionary 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, with a discretionary contribution to the 401(k) (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 day amounts vary based on tenure and role type

Hiring Process

• Candidates are considered as they apply on an ongoing basis until the opportunity is filled.
• Applicants are encouraged to apply expeditiously to roles they are qualified for and interested in.