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

Overview

This role supports private equity–held portfolio companies through CFO Services, helping organizations preserve and generate business value. Responsibilities focus on improving transparency into key drivers and performance, supporting increased cash and EBITDA, and providing hands-on involvement in client operations. The work also helps private equity firms ensure their portfolio companies have credible plans and the ability to execute and deliver financial outcomes.

Services / Focus Areas

• 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 first-pass answers and challenge assumptions using fact-based analytics
• Perform deep dives into relevant data to improve management reporting and develop reliable, transparent forecasting
• Develop storyline messages supported by analyses, ensuring data and branding standards flow accurately and consistently through presentations

Project Management and Implementation

• Review and provide input to all work products, ensuring client deliverables are logical and accurate
• Set reasonable timelines and align expectations with clients
• Independently develop financial models (three-statement forecast, liquidity forecasting) and client presentations
• Develop bespoke solutions using 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 financial models and provide insightful analyses
• Understand how impacts to key operating levers affect profit and the balance sheet

Requirements

• Graduate of an accredited 4-year college/university with 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 and strong Excel/PowerPoint skills