PEPI: Manager, CFO Services (OPEN TO ALL US LOCATIONS)
Core
Manager leading data collection, validation, and analysis for private equity portfolio companies to optimize liquidity, working capital, and financial performance.
Role type
Manager, CFO Services (Private Equity)
Builds
Strategic analytics, liquidity optimization plans, and financial process improvements for PE portfolio companies.
Domain
Private Equity / Financial Services
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Financial modeling, data analytics, project management, stakeholder interviewing, financial due diligence, business transformation, accounting process analysis, forecasting, team leadership, financial acumen
Preferred skills
CPA, CFA, Master's Degree, experience in restructuring or investment banking
Technologies
Data analytics programs
Responsibilities
Guide team members in information gathering and client interviews; identify key business challenges and forecast liquidity needs; own and complete workstreams for liquidity optimization and process improvement; leverage experience to coach team members and provide financial analysis to senior management and boards.
Seniority
Manager, hands-on IC with team leadership
