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

Overview

This role supports private equity held portfolio companies through CFO Services focused on Digital Finance Transformation and performance improvement. Responsibilities include improving transparency into key drivers and business performance, supporting initiatives to increase cash and EBITDA, and delivering hands-on value through finance transformation and actionable planning.

The services include:

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

Responsibilities

Hypothesis / Scope Development

• Connect with clients to facilitate information gathering
• Guide and facilitate client interviews; ensure 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 a framework based on project parameters
• Develop actionable conclusions from analyses

Project Management and Implementation

• Lead components of projects that may include multiple service lines; lead smaller projects independently
• Proactively manage client expectations and minimize risks and negative impacts
• Develop straightforward, actionable plans and lead individual workstreams independently
• Design cash-generating initiatives and EBITDA improvements, and support optimal organizational structure to drive client value
• 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/board members on actionable plans

Leadership and Client/Team Management

• Leverage industry expertise and prior professional services experience to guide the team and promote innovative and analytical thinking
• Manage client relationships throughout the project duration
• Take accountability for client and team-identified issues
• Build complementary teams using individuals’ talents and capabilities

Financial Acumen and Advisory

• Complete proficiency in financial modeling and financial statements analysis, including accounting treatments
• Identify and drive P&L and B/S accountability
• Utilize tools and resources to drive change management
• Interpret financial statements and understand how information is captured and used; streamline processes
• Apply experience in roles related to Controllership and Finance and Accounting Advisory Services

Requirements

• Graduate of an accredited 4-year college/university with 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, 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 range: $90,000 – $130,000 annually, dependent on several variables including education, experience, skills, and geography
• Discretionary bonus program based on individual and firm performance
• 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) (eligibility requirements must be 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 description

Hiring Process

• Candidates are considered as they apply on an ongoing basis until the opportunity is filled.