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

Overview

This role supports private equity–backed portfolio companies by delivering CFO Services focused on preserving and generating value. Work centers on improving transparency into key business drivers and performance, supporting increased cash and EBITDA, and providing hands-on involvement in clients’ operations to help portfolio companies build credible plans and execute against financial outcomes.

Responsibilities

Data Collection, Validation and Analysis

• Guide team members in information-gathering approaches and ensure all relevant sources are pursued
• Lead client interviews, ask inquisitive questions, and understand stakeholders’ perspectives
• Identify knowledge gaps; guide the team to challenge assumptions and validate, disprove, and/or develop 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 clearly and concisely presented
• Understand accounting and finance process flows, including 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 CFO Services pillars
• Ensure the project approach, timeline, and deliverables are logical, reasonable, and accurate
• Set and consistently communicate client expectations
• Create actionable plans, such as initiatives to optimize working capital, instill 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 CFO Services pillars are not functioning

Leadership

• Use prior experience to guide and encourage the team to think innovatively
• Assess team members’ current skill sets and maximize contributions
• Share knowledge and experience and provide coaching to teammates

Financial Acumen

• Build and review financial models; provide meaningful 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; 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