Senior Associate, Working Capital

Overview

This role supports the organization’s Private Equity Performance Improvement (PEPI) practice within the CFO Services team. CFO Services engagements focus on improving operating results at portfolio companies for middle market and large cap private equity clients.

Responsibilities

• Solid understanding of finance and accounting, with a preference for CPA’s
• Work with team members through time-sensitive projects by structuring work plans and managing execution through completion
• Develop findings and make strategic recommendations
• Perform strong financial modeling and support analysis of financial statements (13-week cash flow development is preferred)
• Use tools such as Tableau and think-cell as a plus
• Provide treasury/cash management support (treasury/cash management experience is a strong plus)
• Support systems implementation efforts (systems implementation experience is a plus)
• Synthesize meaningful insights from data, opinions, or facts
• Deliver strong written, oral, and analytical communication
• Demonstrate strong Excel and PowerPoint skills
• Manage projects in a structured way, including time, team, and work-streams
• Drive initiative and maintain critical thinking throughout engagements
• Deliver time-pressured projects on-time and with quality
• Build client relationships and maintain professionalism

Requirements

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

Preferred Qualifications

• Development of 13-week cash flows
• 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 individual and firm performance (ask recruiter for details)

Location

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