Senior Associate, Working Capital

Overview

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

Responsibilities

• Provide interim and advisory CFO-level support, including roles such as CFO, Controller, and Treasurer
• Work with team members to structure a time-sensitive project work plan and manage execution through completion
• Develop findings and deliver strategic recommendations
• Build and maintain strong financial models, including 13-week cash flow forecasting (preferred)
• Leverage tools and analytics platforms to support deliverables (Tableau and think-cell preferred/plus)
• Support treasury and cash management efforts (strong plus)
• Contribute to systems implementation efforts (plus)
• Synthesize meaningful insights from data, opinions, and facts
• Communicate effectively through strong written, oral, and analytical skills
• Apply structured project management practices, including time, team, and work-stream management
• Manage delivery of time-pressured projects on-time and to a high quality standard
• Build and maintain client relationships

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 (CPA preferred)

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 factors including education, experience, skills, and geography
• Discretionary bonus program based on multiple factors, including individual and firm performance (ask recruiter for details)

Location

Various locations throughout the U.S.