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

Overview

This role is part of PEPI – CFO Services, supporting private equity–held portfolio companies. The team focuses on improving transparency into key drivers and business performance, supporting increased cash and EBITDA, and driving value through hands-on involvement in clients’ operations. Responsibilities include helping private equity firms ensure portfolio companies have credible plans and the ability to execute financial outcomes.

Services (CFO Services)

• 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 gather meaningful data by asking the right questions
• Identify information gaps through trend analysis and pattern recognition
• Investigate beyond initial 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 branding standards flow accurately and consistently throughout presentations

Project Management and Implementation

• Review and provide inputs to work products, ensuring client deliverables are logical and accurate
• Set reasonable timelines and align expectations with clients
• Independently develop financial models (three-statement forecast, liquidity forecasting) and client presentations
• Develop bespoke solutions, including creative approaches during unprecedented times

Teamwork

• Promote a collaborative team environment that encourages diverse ideas and opinions
• Share knowledge and experience, and coach teammates

Financial Acumen

• Build financial models and provide insightful analysis
• Understand impacts to profit and the balance sheet driven by changes in 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 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