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

Overview

This role supports CFO Services work with private equity-held portfolio companies by helping preserve and generate business value. Responsibilities focus on improving transparency into key drivers and business performance, supporting increased cash and EBITDA, and providing hands-on involvement in client operations to enable credible plans and execution of financial outcomes.

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; reconcile models and reports individually and in aggregate
• Apply rules and critical thinking 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 your own work product to ensure it addresses the subject question, flows logically, and is error-free
• Set up tools and use client software/apps to access client data

Teamwork

• Collaborate with 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 and treasury/cash management
• Understand cause/effect relationships to 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