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

Overview

This role is part of the organization’s CFO Services team, supporting private equity–held portfolio companies. The work focuses on improving transparency into key business drivers and performance, supporting increased cash and EBITDA, and delivering value through hands-on involvement in client operations. Responsibilities include helping portfolio companies develop credible plans and execute to deliver financial outcomes.

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, asking inquisitive questions and understanding different stakeholders’ perspectives
• Identify knowledge gaps; coach the team to challenge assumptions; validate, disprove, and/or develop better assumptions
• Identify key business challenges, forecast liquidity needs, pinpoint financial/accounting process inefficiencies, and assess organization 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 drive improvement and value creation

Project Management and Implementation

• Own and complete a workstream based on the service pillars
• Ensure project approach, timelines, and deliverables are logical, reasonable, and accurate
• Set and consistently communicate client expectations
• Create 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; develop contingency plans and communicate timely with clients
• Identify where the service pillars are not functioning

Leadership

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

Financial Acumen

• Build and review financial models; provide financial analysis; evaluate accounting treatments
• Provide insight and improvement initiatives to senior management and board members

Requirements

• 7-10 years of experience related to: Accounting / Finance, Financial Due Diligence, Restructuring, Investment Banking, or Private Equity
• Proficient in financial modeling, data analytics programs, and presentation skills
• Graduate of an accredited 4-year college/university with educational concentration in relevant areas (accounting, finance, economics) preferred but not required

Preferred Qualifications

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