Senior Associate, Working Capital

Overview

This role is part of the Private Equity Performance Improvement (PEPI) CFO Services team within the employer’s Private Equity Performance Improvement Services practice. The practice supports middle market and large cap private equity firms engaged to improve operating results at portfolio companies.

The CFO Services practice includes interim management (CFO, Controller, Treasurer) and support across areas such as:

• Rapid Results
• CDD/Strategy
• Merger Integration & Carve-outs
• IT
• Supply Chain

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.
• Produce and present financial analysis, including 13-week cash flow development (preferred).
• Use financial data and insights to support recommendations and client deliverables.
• Support treasury/cash management initiatives (strong plus) and systems implementation work (plus).

Requirements

• Solid understanding of finance and accounting, with a preference for CPA’s.
• Strong financial modeling experience and a solid understanding of financial statements.
• Strong written, oral, and analytical skills.
• Strong Excel and PowerPoint skills.
• Structured project management (time, team, and work-stream management).
• Initiative and drive; critical thinking skills.
• Ability to deliver time-pressured projects on-time and on-quality.
• Flexible and creative thinking.
• Ability to build client relationships.
• 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.
• Flexibility 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.
• 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 individual and firm performance. Ask your recruiter for details.

Location

Various locations throughout the U.S.