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

Overview

This role supports private equity portfolio companies through CFO Services within a Private Equity Performance Improvement practice. The work focuses on improving transparency into key business drivers and performance, helping increase cash and EBITDA, and driving value through hands-on involvement in client operations. Responsibilities include supporting private equity firms to ensure portfolio companies have credible plans and the ability to execute financial outcomes.

Responsibilities

Digital Finance Transformation & Implementation

• Assess finance and accounting functions and implement digital technologies to improve efficiency and transparency in areas including:
  • RPA
  • Finance Analytics
  • NLG
  • Predictive Forecasting models
• Drive finance & accounting process improvement, including process automation
• Implement digital tools for finance in large public corporations or mid-size PE-owned portfolio companies
• Build predictive forecasting models
• Develop actionable plans and lead individual workstreams independently
• Design cash-generating initiatives and EBITDA improvement plans, including optimal organizational structure to drive client value

Hypothesis / Scope Development

• Facilitate information gathering with clients
• Guide and facilitate client interviews, ensuring all relevant data are considered and pursued
• 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
• Produce actionable conclusions from analyses

Project Management & Client Leadership

• 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
• 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

Leadership & Financial Acumen

• Leverage industry expertise and prior professional services experience to guide teams and promote innovative, analytical thinking
• Manage client relationships throughout the project duration
• Take accountability for both client and team-identified issues
• Build complementary teams using individuals’ strengths and capabilities
• Demonstrate 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 drive change management
• Interpret financial statements and understand how information is captured and used to 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 related to:
  • Accounting / Finance
  • Financial Due Diligence
  • Restructuring
  • Investment Banking
  • 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 range: $90,000 - $130,000 annually, dependent on several variables including 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, 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) (provided eligibility requirements are met)
  • Paid time off: vacation, personal days, seventy-two (72) hours of sick time (prorated for part-time employees)
  • Ten federal holidays and one floating holiday
  • Parental leave (vacation and personal days vary based on tenure and role type)

Location

No location information was provided in the original description.