Senior Associate, Working Capital

Overview

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

Responsibilities

• Structure and manage time-sensitive work plans to drive projects through completion
• Develop findings and make strategic recommendations
• Build strong financial models and support analysis of financial statements, including development of 13-week cash flows (preferred)
• Support treasury/cash management work (treasury/cash management experience is a strong plus)
• Contribute to systems implementation efforts (systems implementation experience is a plus)
• Synthesize meaningful insights from data, opinions, or facts
• Communicate clearly through strong written, oral, and analytical skills
• Use Excel and PowerPoint to prepare deliverables
• Apply structured project management (time, team, and workstream management)
• Deliver time-pressured projects on time and at the required quality level
• Build client relationships and maintain a proactive, creative approach

Qualifications

• 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
• Preference for CPA’s

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 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.