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

Overview

This role supports CFO Services engagements with private equity–held portfolio companies, helping improve transparency into key business drivers and performance. The work focuses on preserving and generating value through hands-on involvement in clients’ operations, supporting increased cash and EBITDA, and enabling credible planning and execution.

Key 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 data used in calculations and 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, client-requested tasks, and slide deck development)
• Perform quality checks on your 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 for knowledge sharing
• Treat 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 the trial balance accounts

Requirements

• Graduate of 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 one or more of the following:
  • Accounting/Finance
  • Financial Due Diligence
  • Restructuring
  • Investment Banking
  • Private Equity
• Experience building integrated financial models
• Strong Excel and PowerPoint skills