PEPI: Manager, CFO Services (OPEN TO ALL US LOCATIONS)
Core
Guide teams in data collection and analysis for private equity portfolio companies to improve liquidity, cash flow, and EBITDA through financial modeling and process optimization.
Role type
Manager, CFO Services (Private Equity)
Builds
Liquidity optimization plans, strategic analytics, performance measurement frameworks, and business transformation initiatives for PE portfolio companies.
Domain
Private Equity / Financial Services
Required skills
Financial modeling, data analytics, project management, stakeholder interviewing, financial due diligence, business transformation, liquidity forecasting, accounting process analysis
Preferred skills
CPA, CFA, Master's Degree, experience in restructuring or investment banking
Technologies
Financial modeling tools, 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 CFO services pillars; build and review financial models for senior management; coach team members on innovative thinking and skill maximization.
Seniority
Manager, hands-on IC with team leadership