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

Overview

This role supports CFO Services engagements for private equity–held portfolio companies. 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 engagement model emphasizes credible planning and the ability to execute financial outcomes.

CFO Services includes:

• 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 cogent, 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 own work product to ensure it addresses the subject question, flows logically, and is free from error
• Set up tools and use client software/apps to access client data

Teamwork

• Collaborate with other team members and identify opportunities to share knowledge
• Treat all interactions as a learning opportunity

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

Requirements

• Graduate of accredited 4-year college/university with 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 and strong Excel/PowerPoint skills