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

Overview

This role supports private equity–held portfolio companies by helping clients preserve and generate value through hands-on involvement. Responsibilities focus on improving transparency into key business drivers and performance, supporting increased cash and EBITDA, and enabling credible plans with the ability to execute and deliver financial outcomes.

Pillars of Service

• 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 an information-gathering approach and ensure all relevant sources are pursued.
• Guide and lead client interviews; ask inquisitive questions and understand stakeholder perspectives.
• Identify knowledge gaps; challenge status quo; 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 and how information is consolidated into the general ledger to drive improvement and value creation.

Project Management and Implementation

• Own and complete a workstream based on the service pillars.
• Ensure the project approach, timeline, and deliverables are logical, reasonable, and accurate.
• Set and consistently communicate client expectations.
• Employ actionable plans, including initiatives to optimize working capital, instill a liquidity-focused culture, and improve transparency in processes and organizations.
• Identify risks and obstacles early, create contingency plans, and communicate timely with the client.
• Identify where the service pillars are not functioning.

Leadership

• Use prior experience to guide and promote innovative thinking within the team.
• Recognize each team member’s current skill set and maximize contributions.
• Share knowledge and experience; 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 in financial models, data analytics programs, and presentation skills.

Preferred Qualifications

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