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

Overview

This role supports private equity–held portfolio companies through CFO Services focused on preserving and generating value. The work emphasizes improving transparency into key business drivers and performance, supporting increases in cash and EBITDA, and providing hands-on involvement in client operations. Engagements help 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 with fact-based analytics.
• Deep-dive into relevant data to improve management reporting and develop reliable, transparent forecasting.
• Build “storyline” messaging using supporting facts and analyses, ensuring data and presentation/branding standards flow accurately and consistently throughout deliverables.

Project Management and Implementation

• Review and provide input to all work products; ensure client deliverables are logically structured and accurately presented.
• 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 various 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
  • Private Equity
• Experience building integrated financial models and strong Excel/PowerPoint skills.