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

Overview

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

Services Provided

• 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 targeted questions to gather meaningful data
• Identify information gaps through trend analysis and pattern recognition
• Investigate beyond initial conclusions and challenge assumptions 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 branding standards flow accurately and consistently throughout presentations

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 and align them with clients
• Develop financial models (three-statement forecast, liquidity forecasting) and create client presentations independently and accurately
• 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 financial models and provide insightful analyses
• Understand the impacts on profit and the balance sheet from changes to key operating levers

Requirements

• 3-7 years of experience related to: Accounting/Finance, Financial Due Diligence, Restructuring, Investment Banking, or Private Equity
• Graduate of an accredited 4-year college/university with an educational concentration in relevant areas (accounting, finance, economics) preferred but not required
• Experience building integrated financial models
• Strong Excel and PowerPoint skills