PEPI: Manager, CFO Services (OPEN TO ALL US LOCATIONS)
Core
Manager supporting private equity firms to improve transparency, increase cash/EBITDA, and execute financial outcomes for portfolio companies through liquidity optimization, strategic analytics, and business transformation.
Role type
Manager, CFO Services (Private Equity)
Builds
Financial models, liquidity optimization initiatives, strategic plans, and process improvement frameworks for PE portfolio companies.
Domain
Private Equity / Financial Services
Deliverable
client delivery
Required skills
Financial modeling, data analytics, project management, financial due diligence, business transformation, liquidity management, stakeholder interviewing, process design, forecasting, accounting knowledge
Preferred skills
CPA, CFA, Master's Degree, experience in restructuring or investment banking
Technologies
Data analytics programs
Responsibilities
Guide team in information gathering and client interviews; identify business challenges and forecast liquidity needs; own and complete workstreams for liquidity optimization and process improvement; build and review financial models; coach team members on innovative thinking and skill maximization.
Seniority
Manager, hands-on IC with team leadership