Senior Associate, Working Capital

Overview

This role supports the organization’s Private Equity Performance Improvement (PEPI) practice within the CFO Services service line (including interim management for CFO, Controller, and Treasurer). The PEPI CFO Services practice works with middle market and large cap private equity firms that have engaged the organization to improve operating results at their portfolio companies.

Responsibilities

• Work with team members on time-sensitive projects by structuring a work plan and managing the process through completion
• Develop findings and make strategic recommendations
• Build and maintain strong financial models and support analysis of financial statements (13-week cash flows preferred)
• Support or contribute to CFO Services workstreams, which may include:
  • Rapid Results
  • CDD/Strategy
  • Merger Integration & Carve-outs
  • IT
  • Supply Chain
• Use data and analysis to synthesize meaningful insights from data, opinions, or facts
• Deliver high-quality written, oral, and analytical outputs
• Build and maintain client relationships
• Manage projects effectively across time, team, and multiple workstreams

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
• Solid understanding of finance and accounting, with a preference for CPAs
• Strong expertise with data and analytics tools such as Microsoft Excel, PowerBI, Alteryx, Tableau, etc.
• Strong financial modeling experience and solid understanding of financial statements; development of 13-week cash flows is preferred
• 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 (strong plus)
• Systems implementation experience (plus)

Compensation & Benefits

• Salary range: $120,000-$160,000 annually, dependent on several variables including but not limited to education, experience, skills, and geography
• Discretionary bonus program based on a number of factors, including individual and firm performance (ask your recruiter for details)

Location

Various locations throughout the U.S.