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

Overview

This role supports portfolio companies with CFO services designed to preserve and generate value. Responsibilities focus on improving transparency into key business drivers and performance, supporting increased cash and EBITDA, and providing hands-on involvement in clients’ operations. Work includes helping private equity firms ensure portfolio companies have credible plans and the ability to execute to deliver financial outcomes.

CFO Services Pillars

• 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 the right questions to gather meaningful data
• Identify information gaps through trend analysis and pattern recognition
• Investigate beyond initial assumptions and challenge preconceived beliefs using fact-based analytics
• Deep dive into relevant data to improve management reporting and develop reliable, transparent forecasting
• Develop storyline messages using supporting facts and analyses, ensuring data and branding standards flow accurately and consistently throughout the presentation

Project Management and Implementation

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

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 and strong Excel/PowerPoint skills

Preferred Qualifications

• Educational concentration in accounting, finance, or economics
• Experience in integrated financial modeling and management reporting