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

Overview

This role supports CFO Services engagements with private equity-held portfolio companies. The work focuses on preserving and generating value by improving transparency into key drivers and business performance, supporting increasing cash and EBITDA, and providing hands-on involvement in client operations. Responsibilities include helping portfolio companies develop credible plans and the ability to execute and deliver 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 targeted 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
• Develop financial models (three-statement forecast, liquidity forecasting) and 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 how impacts to key operating levers affect 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 one or more of the following:
  • Accounting / Finance
  • Financial Due Diligence
  • Restructuring
  • Investment Banking
  • Private Equity
• Experience building integrated financial models
• Strong Excel and PowerPoint skills