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

Overview

This role supports CFO Services engagements for private equity–held portfolio companies. The work focuses on improving transparency into business drivers and performance, supporting increases in cash and EBITDA, and delivering value through hands-on involvement in clients’ operations. Responsibilities include helping portfolio companies build credible plans and execute to deliver financial outcomes.

The CFO Services pillar areas 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 all data used in calculations; reconcile models and reports individually and in aggregate
• Apply rules independently to produce accurate and reliable analyses
• Compile findings into clear, 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
• Perform quality checks on one’s 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 share knowledge
• Treat all interactions as learning opportunities

Financial Acumen

• Apply 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 an accredited 4-year college/university with an 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