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

Overview

This role supports private equity–held portfolio companies by providing CFO services designed to preserve and generate value. Responsibilities focus on improving transparency into key drivers and business performance, supporting increasing cash and EBITDA, and providing hands-on involvement in clients’ operations.

Core service areas include:

• 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 answers and challenge assumptions using fact-based analytics.
• Deep dive into relevant data, improve management reporting, and develop reliable and 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; ensure client deliverables are presented logically and accurately.
• Set reasonable timelines and expectations in alignment with the client.
• Independently develop financial models (three-statement forecast, liquidity forecasting) and client presentations.
• 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; provide coaching to teammates.

Financial Acumen

• Build financial models and provide insightful analysis.
• Understand impacts to profit and the balance sheet 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 Accounting/Finance, Financial Due Diligence, Restructuring, Investment Banking, or Private Equity.
• Experience building integrated financial models.
• Strong Excel and PowerPoint skills.