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

Overview

This role is part of CFO Services, supporting private equity portfolio companies with solutions designed to preserve and generate value. Responsibilities focus on improving transparency into key drivers and business performance, supporting increased cash and EBITDA, and delivering hands-on support tied to clients’ operations.

Responsibilities

Data Collection, Validation and Analysis

• Guide team members in the information-gathering approach and ensure all relevant sources of information are pursued
• Lead and guide client interviews; ask inquisitive questions and understand different stakeholders’ perspectives
• Identify knowledge gaps; challenge assumptions; validate, disprove, and/or develop improved assumptions
• Identify key business challenges, forecast liquidity needs, pinpoint financial/accounting process inefficiencies, and assess the organization’s design, roles, and team
• Ensure issues and opportunities are presented clearly and concisely
• Understand accounting and finance process flows, including how information is consolidated into the general ledger, to enable 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 and implement actionable plans (e.g., initiatives to optimize working capital, build a liquidity-focused culture, and improve transparency in processes and organizations)
• Identify risks and obstacles early; create contingency plans and communicate them in a timely manner
• Identify where the service pillars are not functioning

Leadership

• Use prior experience to guide and promote innovative thinking within the team
• Assess the current skill sets of team members and maximize their contributions
• Share knowledge and experience and 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 in a relevant area (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
  • Private Equity
• Proficient with financial models, data analytics programs, and presentation skills

Preferred Qualifications

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