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

Overview

This role is part of the CFO Services team supporting private equity–held portfolio companies. The work focuses on preserving and generating business value through hands-on involvement, improving transparency into key drivers and performance, and supporting increased cash and EBITDA.

Services Focus (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 approaches and ensure all relevant sources are pursued
• Lead and guide client interviews; ask inquisitive questions and understand stakeholders’ perspectives
• Identify knowledge gaps; guide the team to challenge the status quo, validate assumptions, disprove incorrect assumptions, and 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, including how information is consolidated into the general ledger, to drive improvement and value creation

Project Management and Implementation

• Own and complete a workstream aligned with the CFO Services pillars
• Ensure project approach, timelines, and deliverables are logical, reasonable, and accurate
• Set and consistently communicate client expectations
• Use actionable plans to support initiatives such as optimizing working capital, instilling a liquidity-focused culture, and improving transparency in processes and organizations
• Identify risks and obstacles early; create contingency plans and communicate timely with the client
• Identify where the service pillars are not functioning

Leadership

• Use prior experience to guide and promote innovative thinking within the team
• Recognize team members’ current skills and maximize their level of contribution
• Share knowledge and experience; provide coaching to teammates

Financial Acumen

• Build and review financial models
• Provide valuable 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 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
  • Private Equity
• Proficiency in financial models, data analytics programs, and presentation skills

Preferred Qualifications

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