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

Overview

This role supports Private Equity Performance Improvement (PEPI) work with private equity–owned portfolio companies. The team delivers solutions that preserve and generate value by improving transparency into key drivers of business performance, supporting increased cash and EBITDA, and providing hands-on involvement in client operations.

Work focuses on CFO services within digital finance transformation, including areas such as liquidity and working capital optimization, strategic analytics and planning, performance measurement and management, business transformation, and auxiliary services such as accounting remediation.

Responsibilities

• Facilitate client information gathering, including leading and coordinating client interviews to ensure relevant data is captured
• Define and direct the analyses needed to validate or challenge project assumptions, ensuring complete, accurate, and timely execution
• Apply industry and functional knowledge to identify business drivers and issues
• Develop frameworks aligned to project parameters
• Produce actionable conclusions from analyses and turn findings into straightforward plans
• Lead components of projects with multiple service lines, and independently lead smaller projects
• Proactively manage client expectations, minimize risks, and reduce negative project impacts
• Design cash-generating initiatives and EBITDA improvements, and propose optimal organizational structures to drive client value
• Identify risks and obstacles early, develop contingency plans, and communicate updates timely with clients
• Collaborate with senior management to obtain buy-in from senior management and/or board members on actionable plans
• Manage client relationships throughout the project lifecycle and take accountability for client and team-identified issues
• Build collaborative teams based on individuals’ strengths and capabilities

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, including 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

Qualifications

• Graduate of an accredited 4-year college/university with an educational concentration in relevant areas (accounting, finance, economics) preferred but not required
• 2–4 years of experience related to one or more of the following:
  • Accounting/Finance
  • Financial due diligence
  • Restructuring
  • Investment banking
  • Private equity
• Complete proficiency in understanding financial models, data analytics, and presentation skills
• Experience with digital finance technologies, including RPA, predictive forecasting, finance analytics, NLG, and data visualization
• CPA, CFA, MBA, or Master’s Degree preferred but not required

Leadership & Financial Acumen (additional focus areas)

• Complete proficiency in financial modeling and financial statement analysis and accounting treatments
• Identify and drive P&L and B/S accountability
• Utilize tools and resources to support change management
• Interpret financial statements and understand how information is captured and used, including opportunities to streamline processes
• Experience in the role of Controllership, Finance and Accounting Advisory Services

Compensation & Benefits

• Salary range: $90,000 - $130,000 annually, dependent on factors including education, experience, skills, and geography
• Discretionary bonus program based on a number of factors, including individual and firm performance (ask your 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
  • 401(k) retirement plan
  • Discretionary contribution to the 401(k) (subject to eligibility requirements)
  • Paid time off: vacation, personal days, seventy-two (72) hours of sick time (prorated for part time employees), ten federal holidays, one floating holiday
  • Parental leave
  • Vacation/personal days vary by tenure and role type

Location

Not specified in the provided description.