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

Overview

This role supports private equity portfolio companies through CFO Services, helping clients preserve and generate value by improving transparency into key drivers and business performance. Responsibilities emphasize hands-on involvement with client operations to support increased cash and EBITDA, and to ensure portfolio companies have credible plans and the ability to execute financial outcomes.

Service pillars include:

• 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, ensuring data and presentation standards flow accurately and consistently throughout the presentation

Project Management and Implementation

• Review and provide inputs to work products, ensuring client deliverables are presented logically and accurately
• Set reasonable timelines and expectations and align them with the client
• Independently develop financial models (three statement forecast, liquidity forecasting) and client presentations
• 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 various financial models and provide insightful analyses
• Understand impacts to profit and the balance sheet resulting from changes to key operating levers

Requirements

• Graduate of an accredited 4-year college/university with an 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