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

Overview

This role is within CFO Services supporting private equity–held portfolio companies. The work focuses on preserving and generating value by improving transparency into key drivers and business performance, supporting increased cash and EBITDA, and providing hands-on involvement in client operations. The team helps private equity 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 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 with 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, ensuring data and presentation standards flow accurately and consistently throughout deliverables.

Project Management and Implementation

• Review and provide inputs to all work products to ensure client deliverables are presented logically and accurately.
• Set reasonable timelines and expectations in alignment with clients.
• Develop financial models (including three-statement forecasts and liquidity forecasting) and client presentations independently and accurately.
• Develop bespoke solutions, including 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 a variety of financial models and provide insightful analyses.
• Understand impacts to profit and balance sheet resulting from changes to key operating levers.

Requirements

• Graduate of an accredited 4-year college/university; 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.