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

Overview

This role supports private equity-held portfolio companies by providing solutions focused on preserving and generating business value. Responsibilities include improving transparency into key drivers and business performance, supporting increased cash and EBITDA, and contributing through hands-on involvement in client operations.

Services & Focus Areas

The role will contribute to work within these service pillars:

• 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 of information are pursued
• Lead and guide client interviews; ask inquisitive questions and understand different stakeholder perspectives
• Identify knowledge gaps, challenge assumptions, validate and disprove inaccurate assumptions, and develop better assumptions
• Identify key business challenges; forecast liquidity needs; pinpoint financial/accounting process inefficiencies; assess organization design, roles, and the 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 support improvement and value creation

Project Management and Implementation

• Own and complete a workstream aligned to the service pillars
• Ensure project approach, timeline, and deliverables are logical, reasonable, and accurate
• Set and consistently communicate client expectations
• Develop 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 where service pillars are not functioning effectively

Leadership

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

Financial Acumen

• Build and review financial models; perform financial analysis and evaluate accounting treatments
• Provide insight and improvement initiatives to senior management and board members

Requirements

• Graduate of an accredited 4-year college/university; educational concentration in accounting, finance, or 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
  • Private Equity
• Proficient in financial models, data analytics programs, and presentation skills

Preferred Qualifications

• CPA, CFA, or Master’s Degree