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

Overview

This role supports CFO Services engagements with private equity–held portfolio companies by helping preserve and generate business value. Responsibilities focus on improving transparency into key drivers and performance, supporting increasing cash and EBITDA, and delivering hands-on support through clients’ day-to-day operations. The work also helps ensure portfolio companies have credible plans and the ability to execute and deliver financial outcomes.

Service Areas

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

Project Management and Implementation

• Execute operational tasks independently, such as:
  • Development of tools/templates for client use
  • Client-requested tasks
  • Slide deck development
• Quality check your own work product to ensure it answers 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 participate in knowledge-sharing
• Treat all 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

Requirements

• Graduate of an accredited 4-year college/university; educational concentration in accounting, finance, or 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/PowerPoint skills