PEPI: Senior Associate, CFO Services (OPEN TO ALL US LOCATIONS)
Liquidity & Working Capital Optimization
CFO Services provides solutions to improve transparency to key drivers and business performance, support increasing cash and EBITDA, and provide benefits through hands-on involvement in our clients’ operations.
Strategic Analytics & Planning
Develop information requests based on the specific project scope, lead client interviews, and gather meaningful data. Identify information gaps through trend analysis, pattern recognition, and challenge preconceived beliefs with fact-based analytics. Deep dive into all relevant data, improve management reporting, and develop reliable and transparent forecasting.
Performance Measurement & Management
Develop storyline messages using supporting facts and analyses, ensuring data and branding standards flow accurately and consistently throughout the presentation.
Project Management and Implementation
Review and provide inputs to all work products, ensuring client deliverables are presented logically and accurately. Set reasonable timelines/expectations and align such with client. Develop financial models (three statement forecast, liquidity forecasting) and client presentations independently and accurately. Develop bespoke solutions with creative approaches during unprecedented times.
Teamwork
Promote a team environment where diverse ideas and opinions are encouraged. Share knowledge and experience, provide coaching to teammates.
Financial Acumen
- Ability to build various financial models and provide insightful analyses.
- Ability to understand the impacts to profit and balance sheet stemming from impacts to key operating levers.
Accreditation / Experience
- Graduate of accredited 4-year college/university with educational concentration in relevant areas (accounting, finance, economics) preferred but not required.
- 3-7 years of experience related to: Accounting / Finance, Financial Due Diligence, Restructuring, Investment Banking or Private Equity.
- Strong Excel/PowerPoint skills.