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 operations.

Strategic Analytics & Planning

Develop information requests based on the specific project scope, lead client interviews, and investigate beyond the first logical answer with fact-based analytics.

Performance Measurement & Management

Investigate information gaps through trend analysis and pattern recognition, develop reliable and transparent forecasting, and create storyline messages using supporting facts and analyses.

Accounting Remediation

Provide professional expectations in data collection, validation, and analysis, ensuring accurate financial models and presentations.

Project Management and Implementation

Review and provide inputs to all work products, set reasonable timelines/expectations, and develop financial models and client presentations independently and accurately.

Auxiliary Services

• Data Collection, Validation and Analysis
• Lead client interviews and ask the right questions in order to gather meaningful data
• Investigate beyond the first logical answer and challenge preconceived beliefs with fact-based analytics
• Develop storyline messages using supporting facts and analyses, ensuring data and branding standards flow accurately and consistently throughout the presentation

Financial Acumen

• Ability to build various financial models and provide insightful analyses
• Understand the impacts to profit and balance sheet stemming from impacts to key operating levers

Professional Expectations

• Data Collection, Validation and Analysis
• Lead client interviews and ask the right questions in order to gather meaningful data
• Investigate beyond the first logical answer and challenge preconceived beliefs with fact-based analytics
• Develop storyline messages using supporting facts and analyses, ensuring data and branding standards flow accurately and consistently throughout the presentation

Education and 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