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

Overview

This role supports CFO Services engagements for private equity–held portfolio companies. Responsibilities focus on improving transparency into key business drivers and performance, supporting growth in cash and EBITDA, and delivering hands-on value through client operations. Work includes helping ensure portfolio companies have credible plans and the ability to execute financial outcomes.

Responsibilities

Data Collection, Validation and Analysis

• Identify, request, and process relevant data and information to complete fact-based analyses
• Validate data used in calculations; reconcile models and reports individually and in aggregate
• Apply rules and critical thinking to produce accurate and reliable analyses independently
• Compile findings into clear 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 own work product to ensure it addresses the subject question, follows a logical flow, and is free from error
• Set up tools and use client software/apps to access client data

Teamwork

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

Financial Acumen

• Demonstrate financial modeling experience and a basic understanding of financial statements
• Support treasury and cash management understanding, including cause/effect relationships to trial balance accounts

Service Pillars

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

Requirements

• Graduate of an accredited 4-year college/university; educational concentration in accounting, finance, or 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 and PowerPoint skills