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

Overview

This role supports PE portfolio companies through 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 clients’ operations. The organization helps PE firms ensure portfolio companies have credible plans and the ability to execute and deliver financial outcomes.

Service 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 the first logical answer 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 supported by supporting facts and analyses; ensure data and branding standards flow accurately and consistently throughout presentations.

Project Management and Implementation

• Review and provide inputs to work products; ensure client deliverables are presented logically and accurately.
• Set reasonable timelines/expectations and align them 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; provide coaching to teammates.

Financial Acumen

• Build financial models and provide insightful analyses.
• Understand impacts to profit and balance sheet resulting from changes to key operating levers.

Requirements

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