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

Overview

This role is part of PEI - CFO Services, supporting private equity–owned portfolio companies with solutions designed to preserve and generate business value. Responsibilities focus on improving transparency to key business drivers and performance, supporting increases in cash and EBITDA, and providing hands-on involvement in client operations. The work helps private equity firms ensure portfolio companies have credible plans and the ability to execute financial outcomes.

Services (Core 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 initial assumptions 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, ensuring data and presentation standards flow accurately and consistently throughout deliverables

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
• Independently develop financial models (three-statement forecast, liquidity forecasting) and client presentations
• Develop bespoke solutions using creative approaches, including during unprecedented circumstances

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 impact of key operating levers on profit and the balance sheet

Requirements

• Graduate of an 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 and PowerPoint skills