CareerPlan

PEPI: Associate, CFO Services -- Digital Finance (OPEN TO ALL US LOCATIONS)

Dallas, TX, USFull-time$90k–$130k2026-08-06 → 2026-11-09

Core

Associate supporting Private Equity firms to improve portfolio company financial performance through digital finance transformation, strategic analytics, and process optimization.

Role type

Associate, Digital Finance Transformation & Strategic Analytics

Builds

Predictive forecasting models, RPA implementations, finance analytics solutions, and cash generation initiatives

Domain

Private Equity / Digital Finance / Financial Planning & Analysis

Deliverable

production ML models

Required skills

Financial modeling, RPA implementation, Predictive Forecasting, Finance Analytics, NLG, Data visualization, Process automation, Financial statement analysis, Project management

Preferred skills

Digital Finance tools expertise, Experience in Controllership or Finance Advisory, CPA/CFA/MBA

Technologies

RPA, NLG, Predictive Forecasting models, Finance Analytics platforms

Responsibilities

Connect with clients to facilitate information gathering and define analysis scope, Develop actionable conclusions and cash generating initiatives, Lead individual workstreams and manage client expectations, Design optimal organizational structures to drive value, Build and manage teams using individual talents

Seniority

Associate, hands-on IC