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

Overview

This role supports CFO Services engagements for private equity-held portfolio companies, focusing on solutions designed to preserve and generate business value. Work centers on improving transparency into key drivers and business performance, supporting increased cash and EBITDA, and providing hands-on involvement in clients’ operations. The position also helps private equity firms ensure portfolio companies have credible plans and the ability to execute financial outcomes.

Pillars of CFO Services

• 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 to improve management reporting and develop reliable, transparent forecasting
• Create storyline messages supported by facts and analyses, ensuring data and presentation/branding standards flow accurately and consistently throughout the 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 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, and provide coaching to teammates

Financial Acumen

• Build multiple 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 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, or Private Equity
• Experience building integrated financial models and strong Excel/PowerPoint skills