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

Overview

This role supports private equity-held portfolio companies through CFO Services focused on preserving and generating business value. Responsibilities center on improving transparency into key drivers and performance, supporting increased cash and EBITDA, and providing hands-on involvement to help portfolio companies maintain credible plans and execute to 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 the right questions to gather meaningful data
• Identify information gaps through trend analysis and pattern recognition
• Investigate beyond initial assumptions and challenge preconceived beliefs with fact-based analytics
• Deep dive into relevant data to improve management reporting and develop reliable, transparent forecasting
• Create storyline messages supported by analyses, ensuring data and presentation standards flow accurately and consistently throughout deliverables

Project Management and Implementation

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

Teamwork

• Promote a collaborative 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 how impacts to key operating levers affect profit and the balance sheet

Qualifications

• 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