PEPI: Manager, CFO Services (OPEN TO ALL US LOCATIONS)
Core
Guide teams in data collection and analysis for private equity portfolio companies to optimize liquidity, working capital, and financial performance.
Role type
Manager, CFO Services (Private Equity)
Builds
Liquidity optimization initiatives, strategic analytics, performance measurement frameworks, and business transformation plans for PE portfolio companies.
Domain
Private Equity / Financial Advisory
Required skills
Financial modeling, data analytics, project management, stakeholder interviewing, process improvement, financial forecasting, accounting process analysis, team leadership, strategic planning, risk assessment
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 based on CFO service pillars, build and review financial models, coach team members to maximize contribution, present issues and opportunities to senior management and board members
Seniority
Manager, hands-on IC with team leadership