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

Overview

This role supports CFO Services for private equity-held portfolio companies by helping clients preserve and generate business value. The work focuses on improving transparency into key drivers and performance, supporting increasing cash and EBITDA, and providing hands-on involvement in client operations. Responsibilities include helping portfolio companies develop credible plans and execute to 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 aligned to the project scope
• Lead client interviews and ask targeted questions to gather meaningful data
• Identify information gaps through trend analysis and pattern recognition
• Challenge preconceived beliefs using fact-based analytics
• Perform deep dives on relevant data to improve management reporting and develop reliable, transparent forecasting
• Develop storyline messages supported by analysis, ensuring data and branding standards flow accurately and consistently throughout presentations

Project Management and Implementation

• Review and provide inputs to all work products, ensuring client deliverables are presented logically and accurately
• Set reasonable timelines and expectations in alignment with clients
• Independently develop financial models (three-statement forecast, liquidity forecasting) and client presentations
• Create bespoke solutions using 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 how impacts to key operating levers drive changes to profit and 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
• Strong Excel and PowerPoint skills