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

Overview

This role is part of CFO Services supporting private equity–held portfolio companies. The engagement focuses on preserving and generating business value by improving transparency into key drivers and performance, supporting increased cash and EBITDA, and providing hands-on involvement in client operations. Work centers on helping PE firms ensure portfolio companies have credible plans and can execute to 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; ensure data and presentation standards flow accurately and consistently throughout the deliverables

Project Management and Implementation

• Review and provide inputs to work products; ensure client deliverables are presented logically and accurately
• Set reasonable timelines and align expectations with clients
• Independently and accurately develop financial models (three-statement forecast, liquidity forecasting) and client presentations
• Develop bespoke solutions, including creative approaches during unprecedented circumstances

Teamwork

• Promote a collaborative 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 how key operating levers impact 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