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

Overview

This role is part of the organization’s CFO Services practice, working with private equity–held portfolio companies to preserve and generate value. The work focuses on improving transparency into key drivers and business performance, supporting increasing cash and EBITDA, and providing value through hands-on involvement in client operations. The objective is to help private equity firms ensure portfolio companies have credible plans and the ability to execute and deliver financial outcomes.

Pillars of 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 the right questions to gather meaningful data
• Identify information gaps through trend analysis and pattern recognition
• Investigate beyond the first logical answer and challenge preconceived beliefs with fact-based analytics
• Deep dive into all 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 and expectations in alignment with the client
• Independently develop financial models (three-statement forecast, liquidity forecasting) and client presentations accurately
• Develop bespoke solutions with 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 the impacts to profit and the balance sheet resulting 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
• Strong Excel and PowerPoint skills