PEPI: Manager, CFO Services (OPEN TO ALL US LOCATIONS)
Core
Manager leading CFO Services for private equity portfolio companies to improve transparency, cash flow, and EBITDA through financial analysis, working capital optimization, and business transformation.
Role type
Manager, CFO Services (Private Equity)
Builds
Financial models, liquidity optimization plans, strategic analytics, and performance measurement frameworks for portfolio companies.
Domain
Private Equity / Financial Services
Required skills
Financial modeling, data analytics, project management, stakeholder interviewing, process improvement, financial forecasting, accounting process knowledge, team leadership, strategic planning.
Preferred skills
CPA, CFA, Master's Degree, experience in restructuring or investment banking.
Technologies
Data analytics programs, financial modeling tools.
Responsibilities
Guide team in information gathering and client interviews; identify key business challenges and forecast liquidity needs; own and complete workstreams for liquidity optimization and strategic planning; build and review financial models for senior management; coach team members and maximize their contributions.
Seniority
Manager, hands-on IC with team leadership