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

Overview

This role supports private equity-held portfolio companies by delivering solutions designed to preserve and generate value. The work focuses on improving transparency into key drivers and business performance, supporting increasing cash and EBITDA, and providing benefits through hands-on involvement in client operations. Responsibilities include helping ensure portfolio companies have credible plans and the ability to execute and deliver financial outcomes.

Responsibilities

Liquidity & Working Capital Optimization

• Support liquidity and working capital improvement initiatives.

Strategic Analytics & Planning

• Build and refine strategic analytics and planning outputs to support business decision-making.

Performance Measurement & Management

• Develop approaches for performance measurement and management.

Business Transformation

• Contribute to transformation efforts supporting financial outcomes.

Auxiliary Services: Accounting Remediation

• Assist with accounting remediation efforts as needed.

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 initial assumptions 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, ensuring data and branding standards flow accurately and consistently throughout presentations.

Project Management and Implementation

• Review and provide inputs to work products, ensuring client deliverables are presented logically and accurately.
• Set reasonable timelines/expectations and align them with the client.
• Independently develop financial models (three-statement forecast, liquidity forecasting) and client presentations accurately.
• Develop bespoke solutions, including 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 a variety of financial models and provide insightful analyses.
• Understand impacts to profit and balance sheet resulting from changes 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 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.

Preferred Qualifications

• Educational concentration in accounting, finance, or economics (preferred but not required).