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

Overview

This role supports private equity-held portfolio companies through CFO Services engagements focused on preserving and generating business value. Responsibilities include improving transparency into key drivers and business performance, supporting increased cash and EBITDA, and working hands-on with clients’ operations to help deliver financial outcomes.

Pillars of CFO Services

• Liquidity & Working Capital Optimization
• Strategic Analytics & Planning
• Performance Measurement & Management
• Business Transformation
• Auxiliary Services: Accounting Remediation

Responsibilities

Data Collection, Validation and Analysis

• Guide team members in information gathering and ensure all relevant sources are pursued
• Lead and guide client interviews; ask inquisitive questions and understand different stakeholders’ perspectives
• Identify knowledge gaps and guide the team to challenge assumptions by validating, disproving, or developing better assumptions
• Identify key business challenges; accurately forecast liquidity needs
• Pinpoint financial/accounting process inefficiencies and assess the organization’s design, roles, and team
• Ensure issues and opportunities are presented clearly and concisely
• Understand accounting and finance process flows and how information is consolidated into the general ledger to drive improvement and value creation

Project Management and Implementation

• Own and complete a workstream aligned to the CFO Services pillars
• Ensure the project approach, timeline, and deliverables are logical, reasonable, and accurate
• Set and communicate client expectations consistently
• Develop actionable plans (e.g., initiatives to optimize working capital, instill a liquidity-focused culture, and improve transparency across processes and organizations)
• Identify risks and obstacles early, create contingency plans, and communicate timely with the client
• Identify where the CFO Services pillars are not functioning and address gaps

Leadership

• Use prior experience to guide and promote innovative thinking within the team
• Recognize current team skill sets and maximize their contribution
• Share knowledge and experience; provide coaching to teammates

Financial Acumen

• Build and review financial models and provide financial analysis
• Evaluate accounting treatments
• Provide insights and improvement initiatives to senior management and board members

Requirements

• Graduate of an accredited 4-year college/university with an educational concentration in relevant areas (accounting, finance, economics) preferred but not required
• 7–10 years of experience related to: Accounting/Finance, Financial Due Diligence, Restructuring, Investment Banking, or Private Equity
• Proficient financial models, data analytics programs, and presentation skills

Preferred Qualifications

• CPA, CFA, or Master’s Degree preferred but not required