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 by improving transparency into key drivers and business performance. The work emphasizes hands-on involvement to support increasing cash and EBITDA, with the goal of enabling credible plans and execution of financial outcomes.

Pillars of 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 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 and transparent forecasting
• Develop storyline messages using supporting facts and analyses; ensure data and branding standards flow accurately and consistently throughout the presentation

Project Management and Implementation

• Review and provide inputs to all work products, ensuring client deliverables are presented logically and accurately
• Set reasonable timelines and expectations, aligned with the client
• 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 various financial models and provide insightful analyses
• Understand impacts to profit and the balance sheet resulting from impacts to key operating levers

Qualifications

• 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 and strong Excel and PowerPoint skills