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

Overview

This role supports private equity portfolio companies through CFO Services focused on improving transparency into key drivers and business performance, increasing cash and EBITDA, and working hands-on in client operations. The work helps portfolio companies develop credible plans and execute financial outcomes.

The CFO Services 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 approaches and ensure relevant sources are pursued.
• Lead client interviews, ask insightful questions, and understand different stakeholders’ perspectives.
• Identify knowledge gaps, challenge assumptions, validate information, and develop improved assumptions where needed.
• Identify key business challenges; accurately forecast liquidity needs.
• Pinpoint financial/accounting process inefficiencies and assess organization design, roles, and team.
• Present issues and opportunities 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 workstreams aligned to the CFO Services pillars.
• Ensure project approach, timeline, and deliverables are logical, reasonable, and accurate.
• Set and consistently communicate client expectations.
• Develop and drive actionable plans (e.g., initiatives to optimize working capital, instill a liquidity-focused culture, improve process and organizational transparency).
• Identify risks and obstacles early, develop contingency plans, and communicate in a timely manner with clients.
• Identify where service pillars are not functioning and address gaps.

Leadership

• Use prior experience to guide and promote innovative thinking within the team.
• Assess current team skills and maximize contribution.
• 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 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).