Senior Associate, Working Capital

Overview

This role is part of the organization’s Private Equity Performance Improvement (PEPI) — CFO Services team, supporting private equity clients and their portfolio companies through CFO-focused performance improvement and interim management engagements.

The CFO Services practice supports activities including interim management (CFO, Controller, Treasurer), rapid results work, due diligence/strategy, merger integration and carve-outs, IT, and supply chain.

Responsibilities

• Work effectively with team members to deliver time-sensitive projects by structuring a work plan and managing the workstream through completion.
• Develop findings and make strategic recommendations.
• Build and maintain financial models, with development of 13-week cash flows preferred.
• Support analysis of financial statements.
• Bring treasury/cash management expertise to engagements (strong plus).
• Contribute to systems implementation efforts when applicable (plus).
• Synthesize meaningful insights from data, opinions, and facts to support conclusions.
• Deliver strong written, oral, and analytical communication.
• Maintain strong Excel and PowerPoint skills to produce client-ready work products.
• Manage projects using structured project management, including time, team, and workstream management.
• Manage delivery of time-pressured projects on-time and to quality standards.
• 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, including Microsoft Excel, PowerBI, Alteryx, Tableau, etc.
• Flexibility to travel up to 80% of the time at short/immediate notice.

Preferred Qualifications

• Preference for CPA certification.
• Experience with Tableau and think-cell software.
• 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

Multiple locations throughout the U.S.