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

Overview

This role supports Private Equity Performance Improvement (PEPI) CFO Services, working with private equity-held portfolio companies to help preserve and generate business value. The focus is on improving transparency into key drivers and performance, supporting increased cash and EBITDA, and delivering outcomes through hands-on involvement in clients’ operations.

Responsibilities

• Facilitate information gathering with clients, including conducting and guiding client interviews
• Define the analyses needed to test assumptions, ensuring complete, accurate, and timely execution
• Use industry and functional knowledge to identify business drivers and issues
• Understand and develop project frameworks based on project parameters
• Develop actionable conclusions from analyses
• Lead components of projects involving multiple service lines, and lead smaller projects independently
• Proactively manage client expectations to minimize risk and negative impacts on project delivery
• Develop straightforward, actionable plans and lead individual workstreams
• Design cash-generating initiatives, EBITDA improvement approaches, and optimal organizational structure to drive client value
• Anticipate risks and obstacles early, create contingency plans, and communicate timely with clients
• Engage and collaborate with senior management; obtain buy-in from senior management and/or board members on actionable plans
• Manage client relationships throughout the project
• Take accountability for client and team-identified issues
• Build teams by leveraging individuals’ talents and capabilities
• Drive P&L and balance sheet accountability
• Complete financial modeling and financial statement analysis, including appropriate accounting treatments
• Streamline processes by understanding how financial information is captured and used
• Use tools and resources to drive change management

Requirements

• 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 and 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 in building predictive forecasting models
• 2–4 years of experience related to one or more of the following:
  • Accounting / Finance
  • Financial Due Diligence
  • Restructuring
  • Investment Banking or Private Equity
• Complete proficiency in understanding financial models, data analytics, and presentation skills
• Graduate of an accredited 4-year college / university with educational concentration in relevant areas (accounting, finance, economics) preferred but not required

Preferred Qualifications

• CPA, CFA, MBA, or Master’s Degree (preferred but not required)

Compensation & Benefits

• Salary range: $90,000 - $130,000 annually, dependent on factors including education, experience, skills, and geography
• Discretionary bonus program based on factors including individual and firm performance (ask your 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
  • 401(k) retirement plan, including a discretionary contribution to the 401(k) (eligibility requirements apply)
  • 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

Additional Information

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