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

Overview

This role is part of a CFO Services group that partners with private equity–held portfolio companies to preserve and generate business value. The work focuses on improving transparency into key drivers and performance, supporting increasing cash and EBITDA, and driving impact through hands-on involvement in clients’ operations.

Service pillars include:

• 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 are pursued
• Guide and lead client interviews; ask inquisitive questions and understand different stakeholders’ perspectives
• Identify knowledge gaps and guide the team to challenge the status quo by validating, disproving, and/or developing 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 identify improvement and value-creation opportunities

Project Management and Implementation

• Own and complete a workstream aligned to the CFO Services pillars
• Ensure project approach, timeline, and deliverables are logical, reasonable, and accurate
• Set and consistently communicate client expectations
• Employ 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 CFO Services pillars are not functioning effectively

Leadership

• Use prior experience to guide and promote innovative thinking within the team
• Recognize the team’s current skill set and maximize each member’s contribution
• Share knowledge and experience; provide coaching to teammates

Financial Acumen

• Build and review financial models; provide financial analysis and evaluate accounting treatments
• Deliver 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
• CPA, CFA, or Master’s Degree preferred but not required

Compensation & Benefits

Not specified in the provided description.

Location

Not specified in the provided description.