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

Overview

This role supports CFO Services engagements for private equity–held portfolio companies. The work focuses on preserving and generating value by improving transparency into key business drivers and performance, supporting increased cash and EBITDA, and providing hands-on involvement in client operations. The team helps ensure portfolio companies have credible plans and the ability to execute and deliver financial outcomes.

Services Areas (Pillars)

• 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 data used in calculations; reconcile models and reports both individually and in aggregate
• Apply critical thinking and appropriate rules to produce accurate, reliable analyses independently
• Compile findings into clear spreadsheet templates and presentation slides

Project Management and Implementation

• Execute operational tasks independently (e.g., development of tools/templates for client use, client-requested tasks, slide deck development)
• Quality-check your own work product to ensure it addresses the subject question, flows logically, and is error-free
• Set up tools and use client software/apps to access client data

Teamwork

• Collaborate with other team members and identify opportunities for knowledge sharing
• Treat all interactions as learning opportunities

Financial Acumen

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

Requirements

• Graduate of an 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 and PowerPoint skills