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

Overview

This role supports CFO Services engagements working with private equity-held portfolio companies. Responsibilities focus on helping clients preserve and generate business value through hands-on involvement in operations, improving transparency into key drivers and business performance, and supporting initiatives designed to increase cash and EBITDA.

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 all data used in calculations; reconcile models and reports individually and in aggregate
• Think critically and apply rules to independently produce accurate and reliable analyses
• Compile findings into clear, well-structured spreadsheet templates and presentation slides

Project Management and Implementation

• Execute operational tasks independently (e.g., development of tools/templates for client use, client-requested tasks, slide deck development)
• Quality-check one’s own work 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 share knowledge
• Treat all 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; 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