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

Overview

This role supports private equity–owned portfolio companies by improving transparency into key business drivers and performance, strengthening liquidity and EBITDA outcomes, and partnering with client teams through hands-on involvement.

Services Focus

• 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 the information-gathering approach and ensure all relevant sources are pursued
• Lead and guide client interviews; ask probing questions and understand different stakeholder perspectives
• Identify knowledge gaps, challenge assumptions, and validate/disprove/develop better assumptions
• Identify key business challenges, accurately forecast liquidity needs, pinpoint financial/accounting process inefficiencies, and assess organizational design, roles, and team
• Ensure issues and opportunities are communicated clearly and concisely
• Understand accounting and finance process flows and how information is consolidated into the general ledger to support improvement and value creation

Project Management and Implementation

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

Leadership

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

Financial Acumen

• Build and review financial models; provide financial analysis and evaluate accounting treatments
• Provide actionable 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 in one or more of the following: Accounting/Finance, Financial Due Diligence, Restructuring, Investment Banking, or Private Equity
• Proficient in financial modeling, data analytics programs, and presentation skills

Preferred Qualifications

• CPA, CFA, or Master’s Degree