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

Overview

This role supports Private Equity Performance Improvement Services (PEPI) by helping portfolio companies build credible financial plans and execute to deliver financial outcomes. The work emphasizes improved transparency into key business drivers and performance, with goals that include increasing cash and EBITDA through hands-on involvement in client operations.

The digital finance function focuses on transformation of finance processes and systems, including automation, analytics, and predictive capabilities.

Responsibilities

• Facilitate information gathering with clients and guide client interviews to ensure relevant data is captured and used
• Define and drive the analyses needed to test assumptions, ensuring complete, accurate, and timely execution
• Apply industry and functional knowledge to identify business drivers and issues
• Develop project frameworks based on project parameters and deliver actionable conclusions from analyses
• Lead project components across multiple service lines; independently lead smaller projects
• Proactively manage client expectations, identify risks early, and minimize negative impacts to the project
• Develop straightforward, actionable plans and lead individual workstreams
• Design cash-generating initiatives and EBITDA improvements, including recommendations for optimal organizational structure to drive client value
• Anticipate risks and obstacles early by creating contingency plans and communicating timely with the client
• Collaborate with senior management to obtain buy-in from senior leadership and/or board members for actionable plans

Leadership and Financial Acumen

• Leverage industry expertise and prior professional services experience to guide teams and promote innovative and analytical thinking
• Manage client relationships for the duration of engagements
• Take accountability for client and team issues
• Build effective teams by aligning individuals’ talents and capabilities
• Demonstrate proficiency in financial modeling, financial statement analysis, and accounting treatments
• Identify and drive P&L and B/S accountability
• Use tools and resources to drive change management
• Streamline processes by interpreting financial statements and understanding how information is captured and used
• Provide experience in controllership, finance, and accounting advisory services

Qualifications

• Graduate of an accredited 4-year college/university in a relevant area (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 at least one 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
• CPA, CFA, MBA, or Master’s Degree preferred but not required

Preferred Qualifications

• Proven implementation experience in digital finance transformation
• Demonstrated ability assessing Finance and Accounting functions and implementing digital technologies to improve efficiency and transparency in at least one area:
  • RPA
  • Finance Analytics
  • NLG
  • Predictive Forecasting models
• Finance and Accounting process improvement and process automation expertise
• Knowledge of digital finance tools and vendors
• Experience implementing digital tools for Finance in large public corporations or mid-size PE-owned portfolio companies
• Expertise building predictive forecasting models

Compensation & Benefits

• Salary range: $90,000 - $130,000 annually (dependent on education, experience, skills, and geography)
• Discretionary bonus program based on multiple factors, including individual and firm performance (details available from the recruiter)
• 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 (if 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, one floating holiday
  • Parental leave
  • Vacation and personal day allotments vary based on tenure and role type

Additional Information

• Ongoing recruiting: candidates are considered as they apply until the opportunity is filled.
• Candidates are encouraged to apply expeditiously to roles they are qualified for and interested in.