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

Overview

This role supports private equity–backed portfolio companies by helping clients preserve and generate business value. Responsibilities include improving transparency into key business drivers and performance, supporting increased cash and EBITDA outcomes, and contributing through hands-on involvement in client operations. The position focuses on ensuring portfolio companies have credible plans and can execute to deliver financial results.

Services (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’ information-gathering approach and ensure all relevant sources are pursued.
• Lead and guide client interviews; ask inquisitive questions and understand different stakeholders’ perspectives.
• Identify knowledge gaps; guide the team to challenge assumptions, validate findings, disprove assumptions, and develop improved assumptions.
• Identify key business challenges; accurately forecast liquidity needs; pinpoint financial/accounting process inefficiencies; and assess organization design, roles, and 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 drive improvement and value creation.

Project Management and Implementation

• Own and complete a workstream based on the services pillars.
• Ensure the project approach, timeline, and deliverables are logical, reasonable, and accurate.
• Set and consistently communicate client expectations.
• Use 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; create contingency plans and communicate timely with the client.
• Identify where the services pillars are not functioning and address gaps.

Leadership

• Use prior experience to guide and promote innovative thinking in the team.
• Assess current team skill sets and maximize each member’s contribution.
• Share knowledge and experience; provide coaching to teammates.

Financial Acumen

• Build and review financial models; provide valuable financial analysis; 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 one or more of the following:
  • 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.