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

Overview

This role supports PE-held portfolio companies by providing CFO Services focused on preserving and generating business value. The work centers on improving transparency into key business drivers, supporting growth in cash and EBITDA, and delivering value through hands-on involvement in client operations. The team helps PE firms ensure portfolio companies have credible plans and the ability to execute financial outcomes.

Services & Focus Areas

• Liquidity & Working Capital Optimization
• Strategic Analytics & Planning
• Performance Measurement & Management
• Business Transformation
• Auxiliary Services: Accounting Remediation

Responsibilities

Data Collection, Validation and Analysis

• Develop information requests based on the specific project scope
• Lead client interviews and ask targeted questions to gather meaningful data
• Identify information gaps through trend analysis and pattern recognition
• Investigate beyond first-pass answers and challenge assumptions using fact-based analytics
• Deep dive into relevant data to improve management reporting and develop reliable, transparent forecasting
• Create storyline messages supported by analysis, ensuring data and presentation standards flow accurately and consistently throughout deliverables

Project Management and Implementation

• Review and provide inputs to work products; ensure client deliverables are presented logically and accurately
• Set reasonable timelines/expectations and align them with the client
• Independently develop financial models (three-statement forecast, liquidity forecasting) and client presentations
• Develop bespoke solutions, including creative approaches during unprecedented circumstances

Teamwork

• Promote a collaborative team environment that encourages diverse ideas and perspectives
• Share knowledge and experience; provide coaching to teammates

Financial Acumen

• Build financial models and provide insightful analysis
• Understand how key operating levers impact profit and the balance sheet

Requirements

• Graduate of an accredited 4-year college/university (education concentration in relevant areas such as accounting, finance, or economics preferred but not required)
• 3–7 years of experience related to Accounting/Finance, Financial Due Diligence, Restructuring, Investment Banking, or Private Equity
• Experience building integrated financial models and strong Excel/PowerPoint skills