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

Overview

The organization’s CFO Services team works with private equity–held portfolio companies to deliver solutions that help preserve and generate value. The work focuses on improving transparency into key drivers and business performance, supporting increases in cash and EBITDA, and providing hands-on involvement in clients’ operations. The team supports private equity firms by helping portfolio companies develop credible plans and the ability to execute financial outcomes.

Services

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

Responsibilities

Data Collection, Validation, and Analysis

• Identify, request, and process relevant data and information to complete fact-based analyses
• Validate all data used in calculations; reconcile models and reports individually and in aggregate
• Think critically and apply rules to independently produce accurate and reliable analyses
• Compile findings into digestible spreadsheet templates and presentation slides

Project Management and Implementation

• Execute operational tasks independently, including development of tools/templates for client use, client-requested tasks, and slide deck development
• Quality check one’s own work product to ensure it addresses the subject question, flows logically, and is free from error
• Set up tools to use client software/apps and access client data

Teamwork

• Collaborate with other team members and share knowledge
• Treat interactions as learning opportunities

Financial Acumen

• Use experience with financial modeling and a basic understanding of financial statements, treasury, and cash management
• Understand cause/effect relationships to trial balance accounts

Requirements

• Graduate of 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 Accounting/Finance, Financial Due Diligence, Restructuring, Investment Banking, or Private Equity
• Experience building integrated financial models
• Strong Excel/PowerPoint skills