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

Overview

This role supports private equity–held portfolio companies through CFO Services, helping clients preserve and generate value. The work focuses on improving transparency into key drivers and business performance, supporting increased cash and EBITDA, and providing hands-on involvement in client operations. Responsibilities help ensure portfolio companies have credible plans and the ability to execute and deliver financial outcomes.

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

• Develop information requests based on the specific project scope
• Lead client interviews and ask the right questions to gather meaningful data
• Identify information gaps through trend analysis and pattern recognition
• Investigate beyond the first logical answer and challenge preconceived beliefs using fact-based analytics
• Deep dive into relevant data, improve management reporting, and develop reliable and transparent forecasting
• Develop storyline messages using supporting facts and analyses, ensuring data and branding standards flow accurately and consistently throughout presentations

Project Management and Implementation

• Review and provide inputs to work products, ensuring client deliverables are presented logically and accurately
• Set reasonable timelines and expectations in alignment with clients
• Develop financial models (three-statement forecast, liquidity forecasting) and client presentations independently and accurately
• Develop bespoke solutions with creative approaches during unprecedented times

Teamwork

• Promote a team environment where diverse ideas and opinions are encouraged
• Share knowledge and experience, and provide coaching to teammates

Financial Acumen

• Build financial models and provide insightful analyses
• Understand the impacts to profit and the balance sheet stemming from impacts to key operating levers

Requirements

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