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

Overview

This role supports private equity-held portfolio companies by delivering CFO-focused solutions designed to preserve and generate value. The work emphasizes improved transparency into key drivers and business performance, increasing cash and EBITDA, and hands-on involvement in clients’ operations.

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 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 and guide the team to challenge assumptions, validate facts, disprove assumptions, and/or develop better assumptions
• Identify key business challenges, accurately forecast liquidity needs, pinpoint financial/accounting process inefficiencies, and assess organizational 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 support improvement and value creation

Project Management and Implementation

• Own and complete a workstream based on 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, and improve transparency in processes and organizations)
• Identify risks and obstacles early, create contingency plans, and communicate timely with clients
• Identify where the service pillars are not functioning effectively

Leadership

• Use prior experience to guide and promote innovative thinking within the team
• Assess the current skill set of team members and maximize their level of contribution
• Share knowledge and experience and provide coaching to teammates

Financial Acumen

• Build and review financial models, provide 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 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
• Proficiency with financial models, data analytics programs, and presentation skills

Preferred Qualifications

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