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

Overview

This role supports CFO Services work with private equity–held portfolio companies, helping improve transparency into key drivers and business performance. The focus includes supporting increasing cash and EBITDA, and contributing to outcomes through hands-on involvement in client operations. Responsibilities include supporting private equity firms to ensure portfolio companies have credible plans and the ability to execute and deliver financial outcomes.

Service pillars include:

• 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 answers the subject question, flows logically, and is free from error
• Set up tools and utilize client software/apps to access client data

Teamwork

• Collaborate with other team members and contribute to knowledge sharing
• Approach interactions as learning opportunities

Financial Acumen

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

Requirements

• Graduate of an accredited 4-year college/university (educational concentration in relevant areas such as 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