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

Overview

This role supports private equity-held portfolio companies through Private Equity Performance Improvement (PEPI) CFO Services. The focus is on improving transparency into key drivers and business performance, supporting increases in cash and EBITDA, and delivering measurable financial outcomes through hands-on involvement.

Service pillars under CFO Services include:

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

Responsibilities

• Connect with client teams to facilitate information gathering
• Guide and facilitate client interviews; ensure relevant data are collected and pursued
• Define analyses needed to test assumptions and ensure complete, accurate, and timely execution
• Apply industry and functional knowledge to identify business drivers and issues
• Understand and develop analysis frameworks based on project parameters
• Develop actionable conclusions from analyses

Hypothesis / Scope Development

• Drive project scope development and actionable deliverables
• Project manage and implement workstreams across multiple service lines
• Lead smaller projects independently as needed
• Proactively manage client expectations and minimize risks and negative impacts
• Develop straightforward, actionable plans and lead individual workstreams independently
• Design cash-generating initiatives, EBITDA improvements, and optimal organizational structures
• Anticipate risks and obstacles early; create contingency plans and communicate timely with the client
• Collaborate with senior management and build buy-in from senior management/board members on actionable plans

Leadership

• Leverage industry and prior professional services experience to guide the team and promote innovative, analytical thinking
• Manage client relationships throughout the project lifecycle
• Take accountability for client and team-identified issues
• Build effective teams by leveraging individual strengths and capabilities

Financial Acumen

• Demonstrate proficiency in financial modeling and financial statement analysis, including accounting treatments
• Identify and drive P&L and balance sheet accountability
• Use tools and resources to support change management
• Interpret financial statements and understand how information is captured and used to streamline processes
• Provide Controllership, Finance and Accounting Advisory Services experience

Requirements

• Graduate of an accredited 4-year college/university with educational concentration in relevant areas (accounting, finance, economics) preferred but not required
• Experience with Digital Finance technologies, including RPA, Predictive Forecasting, Finance Analytics, NLG, and data visualization
• 2–4 years of experience in areas such as Accounting/Finance, Financial Due Diligence, Restructuring, Investment Banking, or 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

• $90,000 - $130,000 annually, dependent on education, experience, skills, and geography

Bonus

• Discretionary bonus program based on factors including individual and firm performance

Benefits (eligible employees)

• 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 at rates determined from time to time
• Eligible employees also receive a discretionary contribution to their 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

Location

• Not specified in the provided job description.