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

Overview

This role supports private equity portfolio companies through CFO Services engagements focused on preserving and generating business value. The work emphasizes improving transparency into key drivers and performance, increasing cash and EBITDA, and delivering results through hands-on involvement in client operations. Responsibilities include helping private equity firms ensure portfolio companies have credible plans and the ability to execute financial outcomes.

Services

This position supports delivery across the following 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 the right 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 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, ensuring client deliverables are presented logically and accurately.
• Set reasonable timelines and align expectations with clients.
• Develop financial models (three-statement forecast and liquidity forecasting) and client presentations independently and accurately.
• Create bespoke solutions with creative approaches, including during unprecedented circumstances.

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 profit and balance sheet outcomes are impacted by key operating levers.

Requirements

• Graduate of an accredited 4-year college/university in a relevant area (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.
• Strong Excel and PowerPoint skills.