Senior Associate, Working Capital

Overview

This role supports the organization’s Private Equity Performance Improvement (PEPI)—CFO Services practice. The team provides interim CFO services and related performance improvement support to portfolio companies for middle market and large cap private equity firms.

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; development of 13-week cash flows is preferred.
• Synthesize meaningful insights from data, opinions, or facts.
• Support treasury and cash management work (treasury/cash management experience is a plus).
• Contribute to systems implementation efforts (systems implementation experience is a plus).
• Deliver time-pressured projects on time and with high quality.
• Build and maintain client relationships.

Requirements

• Solid understanding of finance and accounting, with a preference for CPA’s.
• 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.
• Strong written, oral, and analytical skills.
• Strong Excel and PowerPoint skills.
• Structured project management (time, team, and work-stream management).
• Ability to deliver time-pressured project on-time and on-quality.
• Flexibility to travel up to 80% of the time at short/immediate notice.

Preferred Qualifications

• Strong financial modeling experience; development of 13-week cash flows is preferred.
• Experience with Tableau and think-cell software is a plus.
• Treasury / cash management experience is a strong plus.
• Systems implementation experience is a plus.

Compensation & Benefits

• Salary range: $120,000-$160,000 annually, dependent on 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.