Senior Associate, Working Capital

Overview

This role supports the organization’s Private Equity Performance Improvement (PEPI) practice within the CFO Services service line. The PEPI CFO Services practice works with middle market and large cap private equity firms to improve operating results at portfolio companies, including through interim CFO/Controller/Treasurer engagements and related improvement initiatives.

Work locations are available in various locations throughout the U.S.

Responsibilities

• Structure and manage work plans through completion on time-sensitive projects, coordinating effectively with team members.
• Develop findings and translate them into strategic recommendations.
• Build and analyze financial models, including 13-week cash flow forecasting (preferred).
• Support engagements across CFO Services areas such as:
  • Interim management (CFO, Controller, Treasurer)
  • Rapid results initiatives
  • CDD/strategy
  • Merger integration and carve-outs
  • IT
  • Supply chain
• Synthesize insights from data, opinions, and facts to drive conclusions.
• Manage structured project workstreams, including time, team, and deliverable oversight.
• Present analyses and recommendations with strong written and oral communication.
• Build and maintain client relationships.

Requirements

• Solid understanding of finance and accounting (CPA preferred).
• Strong financial modeling experience and solid understanding of financial statements.
• Experience with data and analytics tools such as Microsoft Excel and PowerBI (Alteryx and Tableau also a plus).
• Strong Excel and PowerPoint skills.
• Initiative, critical thinking, and the ability to deliver high-quality work on tight timelines.
• Ability to travel up to 80% of the time at short/immediate notice.
• 7-10+ years of relevant work experience in Management Consulting, Investment Banking, Private Equity, Corporate Strategy, or a related field (e.g., Treasury, Sourcing, Supply Chain, Corporate Finance, etc.).
• Bachelor’s degree or higher from an accredited 4-year institution.
• Flexibility to work effectively across multiple workstreams in time-pressured engagements.

Preferred Qualifications

• Treasury and/or cash management experience.
• Systems implementation experience.
• Experience with Tableau and think-cell.
• Experience developing 13-week cash flows.

Compensation & Benefits

• Salary range: $120,000–$160,000 annually, dependent on variables including education, experience, skills, and geography.
• Discretionary bonus program based on individual and firm performance. Ask your recruiter for details.

Location

Various locations throughout the U.S.