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

Overview

This role supports the organization’s Private Equity Performance Improvement Services (PEPI) practice and its CFO Services offering focused on Digital Finance. The work helps private equity firms ensure portfolio companies have credible plans and the ability to execute to deliver financial outcomes.

Service pillars include:

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

Responsibilities

Hypothesis / Scope Development

• Facilitate information gathering with clients
• Guide and facilitate client interviews to ensure relevant data are considered and pursued
• Define the analyses needed to prove or disprove assumptions and ensure 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 on the project
• Develop straightforward, actionable plans and lead individual workstreams independently
• Design cash-generating initiatives and EBITDA improvements
• Propose optimal organizational structures 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 Management

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

Financial Acumen

• Demonstrate 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 support change management
• Interpret financial statements and understand how information is captured and used; streamline processes
• Provide experience aligned with 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 but not limited to education, experience, skills, and geography
• Discretionary bonus program based on a number of factors, including individual and firm performance (ask the 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 with a discretionary contribution (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
  • Parental leave
• Vacation and personal days available vary based on tenure and role type

Location

• Not specified