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

Overview

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

Services Provided (Pillars)

• 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 to improve management reporting and develop reliable, transparent forecasting
• Develop storyline messages using supporting facts and analyses; ensure data and presentation standards flow accurately and consistently throughout the presentation

Project Management and Implementation

• Review and provide inputs to all work products; ensure client deliverables are presented logically and accurately
• Set reasonable timelines and expectations and align them with the client
• Independently develop financial models (three-statement forecast, liquidity forecasting) and client presentations
• Develop bespoke solutions using 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 various financial models and provide insightful analyses
• Understand the impacts to profit and the balance sheet stemming from key operating levers

Requirements

• Graduate of accredited 4-year college/university with educational concentration in relevant areas (accounting, finance, 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
• Strong Excel/PowerPoint skills