Senior Associate, Working Capital

Overview

This role is part of the organization’s Private Equity Performance Improvement (PEPI) — CFO Services practice, supporting clients across the U.S. CFO Services (including interim management—CFO, Controller, Treasurer) focuses on improving operating results for portfolio companies of middle market and large-cap private equity firms.

Responsibilities

• Support time-sensitive projects by structuring work plans and managing progress through completion
• Develop findings and provide strategic recommendations
• Build strong financial models and contribute to analysis of financial statements, including development of 13-week cash flows (preferred)
• Utilize financial reporting and analysis tools (e.g., Tableau and/or think-cell software is a plus)
• Contribute to workstreams across CFO Services areas, which may include:
  • Rapid Results
  • CDD/Strategy
  • Merger Integration & Carve-outs
  • IT
  • Supply Chain
• Provide strong data synthesis from multiple sources (data, opinions, facts)
• Communicate effectively through strong written, oral, and analytical skills
• Build and maintain client relationships

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 fields (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.
• Flexibility to travel up to 80% of the time at short/immediate notice

Preferred Qualifications

• Treasury / cash management experience
• Systems implementation experience

Compensation & Benefits

• Salary range: $120,000-$160,000 annually, dependent on education, experience, skills, and geography
• Discretionary bonus program based on individual and firm performance (details available through the recruiter)

Location

Various locations throughout the U.S.