Senior Associate, Working Capital

Overview

The organization is seeking to expand its Private Equity Performance Improvement (PEPI) – CFO Services team in various locations throughout the U.S. The PEPI CFO Services practice supports middle market and large cap private equity firms that have engaged the firm to improve operating results at their portfolio companies.

Responsibilities

• Work with team members to deliver 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, including a preference for development of 13-week cash flows
• Use data, opinions, and facts to synthesize meaningful insights
• Support treasury / cash management workstreams (treasury / cash management experience is a strong plus)
• Contribute to work involving one or more areas such as:
  • Interim management (CFO, Controller, Treasurer)
  • Rapid results
  • CDD/Strategy
  • Merger integration and carve-outs
  • IT
  • Supply chain
• Demonstrate strong client relationship building and professional communication
• Manage project workstreams, timelines, and team coordination

Requirements

• 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
• Solid understanding of finance and accounting, with a preference for CPAs
• Strong expertise with data and analytics tools such as Microsoft Excel, PowerBI, Alteryx, Tableau, etc.
• Flexible travel up to 80% of the time at short/immediate notice
• Strong written, oral, and analytical skills
• Strong Excel and PowerPoint skills
• Initiative and drive; critical thinking skills
• Ability to deliver time-pressured projects on-time and on-quality

Preferred Qualifications

• Strong financial modeling experience and solid understanding of financial statements
• Experience with Tableau and think-cell software
• Systems implementation experience

Compensation & Benefits

• Salary range: $120,000–$160,000 annually, dependent on variables including education, experience, skills, and geography
• Discretionary bonus program based on a number of factors, including individual and firm performance (ask recruiter for details)

Location

Various locations throughout the U.S.

Equal Opportunity

The employer is an Equal Opportunity Employer and provides and promotes equal opportunity in employment, compensation, and other terms and conditions of employment without discrimination based on protected characteristics as required by applicable law.

Unsolicited Resumes

Unsolicited resumes from third-party recruiters are not accepted unless the recruiters are engaged to provide candidates for a specified opening.