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

Overview

This role supports PE portfolio companies through CFO Services focused on preserving and generating business value. Responsibilities include improving transparency into key drivers and business performance, supporting growth in cash and EBITDA, and providing hands-on involvement in client operations. Work includes helping private equity firms ensure portfolio companies have credible plans and the ability to execute and deliver financial outcomes.

Services Supported

• 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 initial assumptions and challenge preconceived beliefs 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, ensuring data and presentation standards flow accurately and consistently throughout deliverables

Project Management and Implementation

• Review and provide inputs to all work products to ensure client deliverables are presented logically and accurately
• Set reasonable timelines/expectations and align them with clients
• Independently and accurately develop financial models (three-statement forecasts, liquidity forecasting) and client presentations
• Develop bespoke solutions with creative approaches during unprecedented times

Teamwork

• Promote an 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 impacts to profit and balance sheet resulting from key operating levers

Requirements

• Graduate of an accredited 4-year college/university; educational concentration in relevant areas (accounting, finance, economics) preferred but not required
• 3–7 years of experience in 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