Senior Associate, Working Capital

Overview

This role supports the organization’s Private Equity Performance Improvement (PEPI) – CFO Services practice. The team works with middle market and large cap private equity firms to improve operating results at portfolio companies through focused CFO/finance-related engagements.

The CFO Services practice includes interim management (CFO, Controller, Treasurer) and related services such as rapid results initiatives, CDD/strategy, merger integration and carve-outs, IT, and supply chain.

Responsibilities

• Use finance and accounting knowledge to support time-sensitive projects, including structuring a work plan and managing the process through completion.
• Develop findings and provide strategic recommendations.
• Build and maintain strong financial models, including 13-week cash flow development (preferred).
• Apply analytical and visualization tools (e.g., Tableau; think-cell is a plus) to support analysis and reporting.
• Support treasury and cash management needs (strong plus).
• Assist with systems implementation efforts (a plus).
• Synthesize meaningful insights from data, opinions, and facts.
• Deliver strong written, oral, and analytical communication.
• Manage structured project workstreams, including time, team, and workstream coordination.
• Build and maintain client relationships.
• Deliver work on time and with high quality in a time-pressured environment.

Requirements

• 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.
• Ability to travel up to 80% of the time at short/immediate notice.
• Solid understanding of finance and accounting, with a preference for CPAs.

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 education, experience, skills, and geography.
• Discretionary bonus program based on multiple factors, including individual and firm performance.

Location

Various locations throughout the U.S.