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

Overview

This role supports portfolio companies to preserve and generate value through hands-on involvement in clients’ operations. Responsibilities focus on improving transparency into key drivers and business performance, supporting increasing cash and EBITDA, and helping ensure credible plans and execution of financial outcomes.

The CFO Services pillars include:

• 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 approaches and ensure all relevant sources are pursued
• Lead and guide client interviews; ask inquisitive questions and understand stakeholders’ perspectives
• Identify knowledge gaps; guide the team to challenge assumptions, validate, disprove, and/or develop better assumptions
• Identify key business challenges, forecast liquidity needs, pinpoint financial/accounting process inefficiencies, and assess organizational 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 consistently communicate client expectations
• Use actionable plans (e.g., initiatives to optimize working capital, instill a liquidity-focused culture, improve transparency in processes and organizations)
• Identify risks and obstacles early; create contingency plans and communicate timely with the client
• Identify areas where service pillars are not functioning

Leadership

• Leverage prior experience to guide and promote innovative thinking within the team
• Assess the team’s current skill sets and maximize each member’s contribution
• Share knowledge and experience and provide coaching to teammates

Financial Acumen

• Build and review financial models; provide financial analysis and 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 modeling, data analytics programs, and presentation skills

Preferred Qualifications

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