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

Overview

This role supports portfolio companies by preserving and generating value through hands-on engagement focused on transparency into key drivers and business performance. Responsibilities include improving liquidity, strengthening planning and analytics, measuring and managing performance, driving business transformation, and supporting accounting remediation.

Pillars of CFO Services

• Liquidity & Working Capital Optimization
• Strategic Analytics & Planning
• Performance Measurement & Management
• Business Transformation
• Accounting Remediation (Auxiliary Services)

Responsibilities

Data Collection, Validation and Analysis

• Guide team members on information-gathering approaches and ensure all relevant sources are pursued
• Lead client interviews by asking inquisitive questions and understanding different stakeholders’ perspectives
• Identify knowledge gaps; challenge assumptions; validate, disprove, and/or develop better assumptions
• Identify key business challenges; accurately forecast liquidity needs
• Pinpoint financial and 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 the service pillars
• Ensure project approach, timeline, and deliverables are logical, reasonable, and accurate
• Set and communicate client expectations consistently
• Create and execute actionable plans (e.g., initiatives to optimize working capital, instill a liquidity-focused culture, and improve transparency across processes and organizations)
• Identify risks and obstacles early, develop contingency plans, and communicate timely with the client
• Identify where service pillars are not functioning and drive corrective action

Leadership

• Use prior experience to guide and promote innovative thinking within the team
• Recognize team members’ current skills and maximize their 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 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
• CPA, CFA, or Master’s Degree preferred but not required