Senior Associate, Working Capital

Overview

This role is part of the organization’s Private Equity Performance Improvement (PEPI) – CFO Services team, supporting private equity portfolio companies across various locations throughout the U.S.

The CFO Services practice focuses on improving operating results for middle market and large cap private equity firms through services that may include interim management (CFO, Controller, Treasurer), rapid results work, due diligence/strategy, merger integration and carve-outs, IT, and supply chain.

Responsibilities

• Work with team members to execute time-sensitive projects by structuring a work plan and managing the process through completion.
• Develop findings and make strategic recommendations.
• Produce strong financial analysis and modeling, including 13-week cash flow development (preferred).
• Support treasury and cash management initiatives (preferred/strong plus).
• Assist with systems implementation efforts (plus).
• Synthesize meaningful insights from data, opinions, and facts.
• Deliver clear written, oral, and analytical communication.
• Manage structured project workstreams (time, team, and workstreams management).
• Build and maintain client relationships.
• Deliver projects on-time and with high quality under time pressure.

Requirements

• Solid understanding of finance and accounting, with a preference for CPA’s.
• 7–10+ years of relevant work experience in Management Consulting, Investment Banking, Private Equity, Corporate Strategy, or related field (e.g., Treasury, Sourcing, Supply Chain, Corporate Finance, etc.).
• Bachelor’s degree or higher from an accredited 4-year institution.
• Strong expertise with data and analytics tools such as Microsoft Excel, PowerBI, Alteryx, Tableau, etc.
• Ability to travel up to 80% of the time at short/immediate notice.

Preferred Qualifications

• Experience with Tableau and think-cell software.
• Treasury/cash management experience.
• Systems implementation experience.

Compensation & Benefits

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

Location

Various locations throughout the U.S.

Equal Opportunity

The organization is an Equal Opportunity Employer and provides and promotes equal opportunity in employment, compensation, and other terms and conditions of employment without discrimination based on protected characteristics under applicable laws.

Unsolicited Resumes

Unsolicited resumes from third-party recruiters are not accepted unless the recruiters are engaged to provide candidates for a specified opening.