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

Overview

This role supports CFO Services engagements for private equity–held portfolio companies, with a focus on preserving and generating business value. Work centers on improving transparency into key drivers and performance, supporting increases in cash and EBITDA, and providing hands-on involvement in client operations. The position helps private equity firms ensure portfolio companies have credible plans and the ability to execute financial outcomes.

Services Focus

• 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 the first logical answer 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 using supporting facts and analyses; ensure data and presentation standards flow accurately and consistently throughout deliverables

Project Management and Implementation

• Review and provide inputs to work products, ensuring client deliverables are presented logically and accurately
• Set reasonable timelines and expectations and align them with the client
• Independently and accurately develop financial models (three-statement forecast, liquidity forecasting) and client presentations
• Create 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 various financial models and provide insightful analyses
• Understand impacts to profit and balance sheet stemming from changes to key operating levers

Requirements

• Graduate of 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 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