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

Overview

The organization’s CFO Services team works with private equity–owned portfolio companies, helping clients preserve and generate business value. This role focuses on improving transparency into key drivers and business performance, supporting increased cash and EBITDA, and providing hands-on involvement in clients’ operations.

Service 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 individually and in aggregate
• Apply rules and critical thinking to independently produce accurate and reliable analyses
• Compile findings into clear, digestible 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 one’s own work product to ensure it addresses 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 share knowledge
• Treat interactions as learning opportunities

Financial Acumen

• Use financial modeling experience and 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; 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