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

Overview

This role supports PE portfolio companies by delivering CFO Services focused on preserving and generating value. Responsibilities emphasize improving transparency into key drivers and business performance, supporting increased cash and EBITDA, and contributing through hands-on involvement in client operations. The work is designed to help PE firms ensure portfolio companies have credible plans and the ability to execute financial outcomes.

Services Provided (Scope)

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

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 one or more of the following: Accounting/Finance, Financial Due Diligence, Restructuring, Investment Banking, or Private Equity.
• Experience building integrated financial models and strong Excel/PowerPoint skills.