Senior Associate, Working Capital

Overview

This role supports the organization’s Private Equity Performance Improvement (PEPI) practice within the CFO Services team. The practice focuses on helping middle market and large cap private equity firms improve operating results at their portfolio companies.

CFO Services may include interim management (CFO, Controller, Treasurer) and related performance improvement workstreams.

Responsibilities

• Support finance and accounting workstreams with a preference for CPA-level expertise.
• Work with team members to structure a time-sensitive work plan and manage the process through completion.
• Develop findings and provide strategic recommendations.
• Build and maintain financial models, including development of 13-week cash flows (preferred).
• Support analysis and communication using tools such as Excel, PowerPoint, and (where applicable) Tableau and think-cell (preferred).
• Provide treasury and cash management support (a strong plus).
• Contribute to systems implementation activities (a plus).
• Synthesize insights from data, opinions, and facts to drive decisions.
• Manage time, team coordination, and workstream execution to deliver on time and with high quality.
• Build and maintain client relationships.

Requirements

• 7-10+ years of relevant 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.
• Ability to travel up to 80% of the time at short/immediate notice.

Preferred Qualifications

• CPA designation.
• Experience with financial modeling and 13-week cash flow development.
• Experience with Tableau and think-cell.
• 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

Multiple locations throughout the U.S.