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

Overview

This role supports CFO Services engagements working with private equity–held portfolio companies. The focus is on delivering solutions that help preserve and generate business value through hands-on involvement in client operations. Responsibilities include improving transparency into key drivers and business performance, supporting increased cash and EBITDA, and helping clients maintain credible plans with the ability to execute and deliver 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
• Compile findings into clear, usable spreadsheet templates and presentation slides

Project Management and Implementation

• Execute operational tasks independently, including development of tools/templates for client use and support for client-requested deliverables (e.g., slide deck development)
• Quality check own work product to ensure it addresses the 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 share knowledge
• Approach interactions as learning opportunities

Financial Acumen

• Use financial modeling experience and a basic understanding of financial statements, treasury, and cash management
• Understand 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 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