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

Overview

This role supports private equity–held portfolio companies through CFO Services, with the goal of preserving and generating value. Responsibilities include improving transparency into key business drivers and performance, supporting increased cash and EBITDA, and providing hands-on involvement to help portfolio companies develop credible plans and execute against financial outcomes.

Service Pillars

• 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 assumptions with 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 work products; ensure client deliverables are presented logically and accurately
• Set reasonable timelines and expectations in alignment with the client
• Develop financial models (three-statement forecast, liquidity forecasting) and client presentations independently and accurately
• Create bespoke solutions, including creative approaches during unprecedented times

Teamwork

• Promote a 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 impacts to profit and balance sheet stemming from impacts 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

Compensation & Benefits

Not specified in the provided description.